Compare · 2 funds side by side · dividends reinvested

JIRE and JEPI

JIREJ.P. Morgan×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

JIRE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan International Research Enhanced Equity ETFInternational · Ex-US broad0.29%2.68%+11.5%+15.6%+19.9%[…]−11.8%16.4%$11.0B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: JIRE 1992 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan International Research Enhanced Equity ETF · $11.0B[…]

JIRE

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

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

JIREMeasureJEPI

+11.5%Year to dateJan 1 → Nov 4+8.8%

+15.6%1 yearTotal return+11.9%

+19.9%3 years · per year$10,000 became $17,230 · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

2.68%Trailing 12-mo yield$268 · $783 a year on $10k7.83%

−11.8%Worst dropSmaller is better−6.7%

16.4%VolatilityLower is calmer8.1%

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

4–3JIRE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JIRE vs JEPI: Top 5 Holdings

Today

JIRE

10.0%in top 5

JEPI

in top 59.5%

JIREStockJEPI

3.4%ASML.ASnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

1.9%AZN.Lnot top 5

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.6%SIE.DEnot top 5

1.6%ALV.DEnot top 5

1.5%ROP.SWnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

JIRE vs JEPI Returns, Every Period

J.P. MorganJIRE

+15.6%

past year

JEPIJ.P. Morgan

+11.9%

past year

JIREJEPIFaded: behind in that period

3–0JIRE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: JIRE vs JEPI

YTD

J.P. MorganJIRE

+11.5%

JEPIJ.P. Morgan

+8.8%

+11.5%Year to date+8.8%

−11.8%Worst drop · 1Y−6.7%

16.4%Volatility · 1Y8.1%

2.7%Yield7.8%

$11.0BAssets$46.0B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JIRE, JEPI

Today

0.29%lowest, JIRE

FundExpense ratioFee$10k

JIRE0.29%$29

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JIRE, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

JIRE2.68%$268

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

JIRE$268 − $29 = $239

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JIRE, JEPI

Today

0.0%most shared, JIRE and JEPI

JIREJEPI

JIRE—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.6%JIRE, at 16.4% volatility

JEPIWorst drop−6.7%8.1% vol

JIREWorst drop−11.8%16.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIJIRE

+8.8%Year to date+11.5%

7.8%Yield2.7%

+11.9%Past year+15.6%

0.35%Fee0.29%

3–1JIRE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026