Compare · 3 funds side by side · dividends reinvested

MFUS, JEPQ and JEPI

MFUSPIMCO×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,646MFUS · best of the three

02 / 04

MFUS, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFUS Stock Styles · Factor0.29%1.42%+17.3%+19.5%+23.8%+12.0%−6.4%11.4%$304M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.1

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: MFUS 2017 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $304M$17,646

MFUS

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 18.6% in common

MFUSMeasureJEPQ

+17.3%Year to dateJan 1 → Nov 3+7.5%

+19.5%1 yearTotal return+8.6%

+23.8%3 years · per year$10,000 became $18,966 · $17,450+20.4%

+12.0%5 years · per year$10,000 became $17,646 · […][…]

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

1.42%Trailing 12-mo yield$142 · $1,228 a year on $10k12.28%

−6.4%Worst dropSmaller is better−8.8%

11.4%VolatilityLower is calmer15.5%

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

6–1MFUS wins

End-of-day Nov 3, 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 527.5%

MFUSStockJEPQ

not top 5NVDA6.9%

2.2%AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

1.9%JNJnot top 5

1.8%XOMnot top 5

1.7%LLYnot top 5

1.6%CVXnot top 5

Held in common18.6%

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

MFUS vs JEPQ Returns, Every Period

PIMCOMFUS

+19.5%

past year

JEPQJ.P. Morgan

+8.6%

past year

MFUSJEPQFaded: behind in that period

3–0MFUS wins

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

Stocks vs Income: MFUS vs JEPQ

YTD

PIMCOMFUS

+17.3%

JEPQJ.P. Morgan

+7.5%

+17.3%Year to date+7.5%

−6.4%Worst drop · 1Y−8.8%

11.4%Volatility · 1Y15.5%

1.4%Yield12.3%

$304MAssets$41.8B

3–1MFUS wins

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

Cost, Income and Risk

Fees: MFUS, JEPQ, JEPI

Today

0.29%lowest, MFUS

FundExpense ratioFee$10k

MFUS0.29%$29

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: MFUS, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

MFUS1.42%$142

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

MFUS$142 − $29 = $113

KeptFee

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

Overlap: MFUS, JEPQ, JEPI

Today

28.7%most shared, MFUS and JEPI

MFUSJEPQJEPI

MFUS—18.6%28.7%

JEPQ18.6%—26.6%

JEPI28.7%26.6%—

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

Return vs Bumpiness: 3 ETFs

+19.5%MFUS, at 11.4% volatility

JEPIWorst drop−6.7%7.9% vol

MFUSWorst drop−6.4%11.4% 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

JEPQMFUS

+7.5%Year to date+17.3%

12.3%Yield1.4%

+8.6%Past year+19.5%

0.35%Fee0.29%

3–1MFUS 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