Compare · 2 funds side by side · dividends reinvested

LRGF and JEPI

LRGFiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,018LRGF · best of the two

02 / 04

LRGF and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.06%+13.3%+12.4%+24.5%+13.7%−8.7%12.9%$3.6B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.6

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: LRGF 2015 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor ETF · $3.6B$19,018

LRGF

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 33.2% in common

LRGFMeasureJEPI

+13.3%Year to dateJan 1 → Nov 4+8.8%

+12.4%1 yearTotal return+11.9%

+24.5%3 years · per year$10,000 became $19,310 · $14,269+12.6%

+13.7%5 years · per year$10,000 became $19,018 · $14,635+7.9%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

1.06%Trailing 12-mo yield$106 · $783 a year on $10k7.83%

−8.7%Worst dropSmaller is better−6.7%

12.9%VolatilityLower is calmer8.1%

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

5–3LRGF wins

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

More Ways to See the Pairs

LRGF vs JEPI: Top 5 Holdings

Today

LRGF

25.8%in top 5

JEPI

in top 59.5%

LRGFStockJEPI

7.1%NVDAnot top 5

6.9%AAPL1.9%

5.4%MSFT1.9%

3.3%GOOGnot top 5

3.2%AMZNnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common33.2%

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

LRGF vs JEPI Returns, Every Period

iSharesLRGF

+13.7%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

LRGFJEPIFaded: behind in that period

4–0LRGF wins

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

Stocks vs Income: LRGF vs JEPI

YTD

iSharesLRGF

+13.3%

JEPIJ.P. Morgan

+8.8%

+13.3%Year to date+8.8%

−8.7%Worst drop · 1Y−6.7%

12.9%Volatility · 1Y8.1%

1.1%Yield7.8%

$3.6BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: LRGF, JEPI

Today

0.08%lowest, LRGF

FundExpense ratioFee$10k

LRGF0.08%$8

JEPI0.35%$35

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

Yields: LRGF, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

LRGF1.06%$106

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

LRGF$106 − $8 = $98

KeptFee

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

Overlap: LRGF, JEPI

Today

33.2%most shared, LRGF and JEPI

LRGFJEPI

LRGF—33.2%

JEPI33.2%—

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

Return vs Bumpiness: 2 ETFs

+12.4%LRGF, at 12.9% volatility

JEPIWorst drop−6.7%8.1% vol

LRGFWorst drop−8.7%12.9% vol

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

Paid More vs Made More

YTD

JEPILRGF

+8.8%Year to date+13.3%

7.8%Yield1.1%

+11.9%Past year+12.4%

0.35%Fee0.08%

3–1LRGF 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