Compare · 3 funds side by side · dividends reinvested

IQLT, JEPQ and JEPI

IQLTiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,421IQLT · best of the three

02 / 04

IQLT, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Quality Factor ETFUS Stock Styles · Factor0.30%2.38%+12.3%+15.7%+18.8%+7.6%−10.4%15.1%$13.7B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IQLT 2015 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Quality Factor ETF · $13.7B$14,421

IQLT

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

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

IQLTMeasureJEPQ

+12.3%Year to dateJan 1 → Nov 3+7.5%

+15.7%1 yearTotal return+8.6%

+18.8%3 years · per year$10,000 became $16,762 · $17,450+20.4%

+7.6%5 years · per year$10,000 became $14,421 · […][…]

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

2.38%Trailing 12-mo yield$238 · $1,228 a year on $10k12.28%

−10.4%Worst dropSmaller is better−8.8%

15.1%VolatilityLower is calmer15.5%

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

4–3IQLT wins

End-of-day Nov 3, 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

14.3%in top 5

JEPQ

in top 527.5%

IQLTStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

5.2%ASML.ASnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

2.7%ALV.DEnot top 5

2.5%ROP.SWnot top 5

2.0%6098.Tnot top 5

2.0%SHEL.Lnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

IQLT vs JEPQ Returns, Every Period

iSharesIQLT

+15.7%

past year

JEPQJ.P. Morgan

+8.6%

past year

IQLTJEPQFaded: behind in that period

2–1IQLT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IQLT vs JEPQ

YTD

iSharesIQLT

+12.3%

JEPQJ.P. Morgan

+7.5%

+12.3%Year to date+7.5%

−10.4%Worst drop · 1Y−8.8%

15.1%Volatility · 1Y15.5%

2.4%Yield12.3%

$13.7BAssets$41.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IQLT, JEPQ, JEPI

Today

0.30%lowest, IQLT

FundExpense ratioFee$10k

IQLT0.30%$30

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IQLT, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

IQLT2.38%$238

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

IQLT$238 − $30 = $208

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IQLT, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

IQLTJEPQJEPI

IQLT—0.0%0.0%

JEPQ0.0%—26.6%

JEPI0.0%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.7%IQLT, at 15.1% volatility

JEPIWorst drop−6.7%7.9% vol

IQLTWorst drop−10.4%15.1% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIQLT

+7.5%Year to date+12.3%

12.3%Yield2.4%

+8.6%Past year+15.7%

0.35%Fee0.30%

3–1IQLT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026