Compare · 3 funds side by side · dividends reinvested

LRGF, JEPQ and JEPI

LRGFiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,524LRGF · best of the three

02 / 04

LRGF, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.07%+11.7%+11.0%+24.4%+13.1%−8.7%12.8%$3.6B1.5

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

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.3

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: LRGF 2015 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor ETF · $3.6B$18,524

LRGF

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 44.5% in common

LRGFMeasureJEPQ

+11.7%Year to dateJan 1 → Nov 3+7.5%

+11.0%1 yearTotal return+8.6%

+24.4%3 years · per year$10,000 became $19,242 · $17,450+20.4%

+13.1%5 years · per year$10,000 became $18,524 · […][…]

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

1.07%Trailing 12-mo yield$107 · $1,228 a year on $10k12.28%

−8.7%Worst dropSmaller is better−8.8%

12.8%VolatilityLower is calmer15.5%

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

6–1LRGF wins

End-of-day Nov 3, 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

25.9%in top 5

JEPQ

in top 527.5%

LRGFStockJEPQ

7.2%AAPL6.9%

7.0%NVDA6.9%

5.4%MSFT5.5%

3.3%GOOG4.1%

not top 5MU4.1%

3.0%AMZNnot top 5

Held in common44.5%

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

LRGF vs JEPQ Returns, Every Period

iSharesLRGF

+11.0%

past year

JEPQJ.P. Morgan

+8.6%

past year

LRGFJEPQFaded: behind in that period

3–0LRGF wins

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

Stocks vs Income: LRGF vs JEPQ

YTD

iSharesLRGF

+11.7%

JEPQJ.P. Morgan

+7.5%

+11.7%Year to date+7.5%

−8.7%Worst drop · 1Y−8.8%

12.8%Volatility · 1Y15.5%

1.1%Yield12.3%

$3.6BAssets$41.8B

3–1LRGF wins

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

Cost, Income and Risk

Fees: LRGF, JEPQ, JEPI

Today

0.08%lowest, LRGF

FundExpense ratioFee$10k

LRGF0.08%$8

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: LRGF, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

LRGF1.07%$107

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

LRGF$107 − $8 = $99

KeptFee

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

Overlap: LRGF, JEPQ, JEPI

Today

44.5%most shared, LRGF and JEPQ

LRGFJEPQJEPI

LRGF—44.5%32.8%

JEPQ44.5%—26.6%

JEPI32.8%26.6%—

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

Return vs Bumpiness: 3 ETFs

+11.0%LRGF, at 12.8% volatility

JEPIWorst drop−6.7%7.9% vol

LRGFWorst drop−8.7%12.8% 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

JEPQLRGF

+7.5%Year to date+11.7%

12.3%Yield1.1%

+8.6%Past year+11.0%

0.35%Fee0.08%

3–1LRGF 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