Compare · 2 funds side by side · dividends reinvested

IQLT and JEPQ

IQLTiShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,168IQLT · best of the two

02 / 04

IQLT and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Quality Factor ETFUS Stock Styles · Factor0.30%2.42%+10.5%+14.3%+17.2%+7.2%−10.4%15.4%$13.5B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IQLT 2015 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Quality Factor ETF · $13.5B$14,168

IQLT

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IQLTMeasureJEPQ

+10.5%Year to dateJan 1 → Nov 6+3.2%

+14.3%1 yearTotal return+4.5%

+17.2%3 years · per year$10,000 became $16,090 · $16,202+17.4%

+7.2%5 years · per year$10,000 became $14,168 · […][…]

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

2.42%Trailing 12-mo yield$242 · $1,279 a year on $10k12.79%

−10.4%Worst dropSmaller is better−11.5%

15.4%VolatilityLower is calmer16.7%

IQLTJEPQ Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2IQLT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IQLT vs JEPQ: Top 5 Holdings

Today

IQLT

13.7%in top 5

JEPQ

in top 528.9%

IQLTStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

4.6%ASML.ASnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

2.8%ALV.DEnot top 5

2.4%ROP.SWnot top 5

1.9%NESN.SWnot top 5

1.9%ZURN.SWnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IQLT vs JEPQ Returns, Every Period

iSharesIQLT

+14.3%

past year

JEPQJ.P. Morgan

+4.5%

past year

IQLTJEPQFaded: behind in that period

2–1IQLT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IQLT vs JEPQ

YTD

iSharesIQLT

+10.5%

JEPQJ.P. Morgan

+3.2%

+10.5%Year to date+3.2%

−10.4%Worst drop · 1Y−11.5%

15.4%Volatility · 1Y16.7%

2.4%Yield12.8%

$13.5BAssets$42.6B

3–1IQLT wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IQLT, JEPQ

Today

0.30%lowest, IQLT

FundExpense ratioFee$10k

IQLT0.30%$30

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IQLT, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

IQLT2.42%$242

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

IQLT$242 − $30 = $212

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IQLT, JEPQ

Today

0.0%most shared, IQLT and JEPQ

IQLTJEPQ

IQLT—0.0%

JEPQ0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%IQLT, at 15.4% volatility

IQLTWorst drop−10.4%15.4% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIQLT

+3.2%Year to date+10.5%

12.8%Yield2.4%

+4.5%Past year+14.3%

0.35%Fee0.30%

3–1IQLT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026