Compare · 2 funds side by side · dividends reinvested

JEPQ and IEFA

JEPQJ.P. Morgan×IEFAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,620IEFA · best of the two

02 / 04

JEPQ and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.4

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.44%+8.5%+13.5%+19.2%+7.9%−11.5%16.2%$193B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: JEPQ 2022 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

IEFA

iShares Core MSCI EAFE ETF · $193B$14,620

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

JEPQMeasureIEFA

+8.5%Year to dateJan 1 → Nov 5+8.5%

+9.3%1 yearTotal return+13.5%

+20.3%3 years · per year$10,000 became $17,406 · $16,931+19.2%

[…]5 years · per year$10,000 became […] · $14,620+7.9%

0.35%Expense ratio$35 · $7 a year on $10k · lower is better0.07%

12.17%Trailing 12-mo yield$1,217 · $344 a year on $10k3.44%

−8.8%Worst dropSmaller is better−11.5%

15.5%VolatilityLower is calmer16.2%

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

4–2JEPQ wins

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

More Ways to See the Pairs

JEPQ vs IEFA: Top 5 Holdings

Today

JEPQ

28.3%in top 5

IEFA

in top 57.3%

JEPQStockIEFA

7.1%AAPLnot top 5

6.8%NVDAnot top 5

6.0%MSFTnot top 5

4.2%GOOGnot top 5

4.2%AMZNnot top 5

not top 5ASML.AS2.3%

not top 5ROP.SW1.4%

not top 5HSBA.L1.2%

not top 5NOVN.SW1.2%

not top 5SHEL.L1.2%

Held in common0.1%

End-of-day Nov 5, 2026 · share of each fund

JEPQ vs IEFA Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

IEFAiShares

+13.5%

past year

JEPQIEFAFaded: behind in that period

1–1Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs International: JEPQ vs IEFA

YTD

J.P. MorganJEPQ

+8.5%

IEFAiShares

+8.5%

+8.5%Year to date+8.5%

−8.8%Worst drop · 1Y−11.5%

15.5%Volatility · 1Y16.2%

12.2%Yield3.4%

$42.1BAssets$193B

3–0JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPQ, IEFA

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

IEFA3.44%$344

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IEFA$344 − $7 = $337

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPQ, IEFA

Today

0.1%most shared, JEPQ and IEFA

JEPQIEFA

JEPQ—0.1%

IEFA0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%IEFA, at 16.2% volatility

JEPQWorst drop−8.8%15.5% vol

IEFAWorst drop−11.5%16.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIEFA

+8.5%Year to date+8.5%

12.2%Yield3.4%

+9.3%Past year+13.5%

0.35%Fee0.07%

2–1IEFA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026