Compare · 2 funds side by side · dividends reinvested

NUDM and JEPI

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,109NUDM · best of the two

02 / 04

NUDM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG International Developed Markets EquityInternational · Developed0.27%6.73%+10.9%+13.7%+20.8%+8.6%−12.5%16.7%$889M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.6

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: NUDM 2017 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG International Developed Markets Equity · $889M$15,109

NUDM

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

NUDMMeasureJEPI

+10.9%Year to dateJan 1 → Nov 4+8.8%

+13.7%1 yearTotal return+11.9%

+20.8%3 years · per year$10,000 became $17,622 · $14,269+12.6%

+8.6%5 years · per year$10,000 became $15,109 · $14,635+7.9%

0.27%Expense ratio$27 · $35 a year on $10k · lower is better0.35%

6.73%Trailing 12-mo yield$673 · $783 a year on $10k7.83%

−12.5%Worst dropSmaller is better−6.7%

16.7%VolatilityLower is calmer8.1%

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

5–3NUDM wins

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

More Ways to See the Pairs

NUDM vs JEPI: Top 5 Holdings

Today

NUDM

13.3%in top 5

JEPI

in top 59.5%

NUDMStockJEPI

4.0%ASML.ASnot top 5

2.6%NOVN.SWnot top 5

2.3%SAP.DEnot top 5

2.3%SIE.DEnot top 5

2.1%ALV.DEnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common0.0%

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

NUDM vs JEPI Returns, Every Period

NuveenNUDM

+8.6%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

NUDMJEPIFaded: behind in that period

4–0NUDM wins

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

International vs Income: NUDM vs JEPI

YTD

NuveenNUDM

+10.9%

JEPIJ.P. Morgan

+8.8%

+10.9%Year to date+8.8%

−12.5%Worst drop · 1Y−6.7%

16.7%Volatility · 1Y8.1%

6.7%Yield7.8%

$889MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: NUDM, JEPI

Today

0.27%lowest, NUDM

FundExpense ratioFee$10k

NUDM0.27%$27

JEPI0.35%$35

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

Yields: NUDM, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

NUDM6.73%$673

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

NUDM$673 − $27 = $646

KeptFee

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

Overlap: NUDM, JEPI

Today

0.0%most shared, NUDM and JEPI

NUDMJEPI

NUDM—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.7%NUDM, at 16.7% volatility

JEPIWorst drop−6.7%8.1% vol

NUDMWorst drop−12.5%16.7% vol

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

Paid More vs Made More

YTD

JEPINUDM

+8.8%Year to date+10.9%

7.8%Yield6.7%

+11.9%Past year+13.7%

0.35%Fee0.27%

3–1NUDM 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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026