Compare · 2 funds side by side · dividends reinvested

MFUS and JEPQ

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,262MFUS · best of the two

02 / 04

MFUS and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFUS Stock Styles · Factor0.29%1.46%+14.0%+16.5%+21.6%+11.5%−6.4%11.9%$320M1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: MFUS 2017 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $320M$17,262

MFUS

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 18.3% in common

MFUSMeasureJEPQ

+14.0%Year to dateJan 1 → Nov 6+3.2%

+16.5%1 yearTotal return+4.5%

+21.6%3 years · per year$10,000 became $17,982 · $16,202+17.4%

+11.5%5 years · per year$10,000 became $17,262 · […][…]

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

1.46%Trailing 12-mo yield$146 · $1,279 a year on $10k12.79%

−6.4%Worst dropSmaller is better−11.5%

11.9%VolatilityLower is calmer16.7%

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

6–1MFUS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MFUS vs JEPQ: Top 5 Holdings

Today

MFUS

9.3%in top 5

JEPQ

in top 528.9%

MFUSStockJEPQ

2.3%AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

1.9%JNJnot top 5

1.7%XOMnot top 5

1.7%LLYnot top 5

1.6%WMTnot top 5

Held in common18.3%

End-of-day Nov 6, 2026 · share of each fund

MFUS vs JEPQ Returns, Every Period

PIMCOMFUS

+16.5%

past year

JEPQJ.P. Morgan

+4.5%

past year

MFUSJEPQFaded: behind in that period

3–0MFUS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: MFUS vs JEPQ

YTD

PIMCOMFUS

+14.0%

JEPQJ.P. Morgan

+3.2%

+14.0%Year to date+3.2%

−6.4%Worst drop · 1Y−11.5%

11.9%Volatility · 1Y16.7%

1.5%Yield12.8%

$320MAssets$42.6B

3–1MFUS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFUS, JEPQ

Today

0.29%lowest, MFUS

FundExpense ratioFee$10k

MFUS0.29%$29

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MFUS, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

MFUS1.46%$146

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

MFUS$146 − $29 = $117

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MFUS, JEPQ

Today

18.3%most shared, MFUS and JEPQ

MFUSJEPQ

MFUS—18.3%

JEPQ18.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.5%MFUS, at 11.9% volatility

MFUSWorst drop−6.4%11.9% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQMFUS

+3.2%Year to date+14.0%

12.8%Yield1.5%

+4.5%Past year+16.5%

0.35%Fee0.29%

3–1MFUS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026