Compare · 2 funds side by side · dividends reinvested

LRGF and JEPQ

LRGFiShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,963LRGF · best of the two

02 / 04

LRGF and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.11%+8.4%+8.9%+22.4%+12.4%−8.7%13.6%$3.5B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: LRGF 2015 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor ETF · $3.5B$17,963

LRGF

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 44.7% in common

LRGFMeasureJEPQ

+8.4%Year to dateJan 1 → Nov 5+8.5%

+8.9%1 yearTotal return+9.3%

+22.4%3 years · per year$10,000 became $18,356 · $17,406+20.3%

+12.4%5 years · per year$10,000 became $17,963 · […][…]

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

1.11%Trailing 12-mo yield$111 · $1,217 a year on $10k12.17%

−8.7%Worst dropSmaller is better−8.8%

13.6%VolatilityLower is calmer15.5%

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

4–3LRGF wins

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

More Ways to See the Pairs

LRGF vs JEPQ: Top 5 Holdings

Today

LRGF

26.2%in top 5

JEPQ

in top 528.3%

LRGFStockJEPQ

7.2%AAPL7.1%

6.8%NVDA6.8%

5.7%MSFT6.0%

3.3%GOOG4.2%

3.3%AMZN4.2%

Held in common44.7%

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

LRGF vs JEPQ Returns, Every Period

iSharesLRGF

+8.9%

past year

JEPQJ.P. Morgan

+9.3%

past year

LRGFJEPQFaded: behind in that period

1–2JEPQ wins

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

Stocks vs Income: LRGF vs JEPQ

YTD

iSharesLRGF

+8.4%

JEPQJ.P. Morgan

+8.5%

+8.4%Year to date+8.5%

−8.7%Worst drop · 1Y−8.8%

13.6%Volatility · 1Y15.5%

1.1%Yield12.2%

$3.5BAssets$42.6B

2–2level

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

Cost, Income and Risk

Fees: LRGF, JEPQ

Today

0.08%lowest, LRGF

FundExpense ratioFee$10k

LRGF0.08%$8

JEPQ0.35%$35

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

Yields: LRGF, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

LRGF1.11%$111

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

LRGF$111 − $8 = $103

KeptFee

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

Overlap: LRGF, JEPQ

Today

44.7%most shared, LRGF and JEPQ

LRGFJEPQ

LRGF—44.7%

JEPQ44.7%—

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

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

LRGFWorst drop−8.7%13.6% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQLRGF

+8.5%Year to date+8.4%

12.2%Yield1.1%

+9.3%Past year+8.9%

0.35%Fee0.08%

3–1JEPQ 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%

$42.6BAssets$46.8B

2–0JEPQ wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026