Compare · 2 funds side by side · dividends reinvested

NUMV and JEPI

NUMVNuveen×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,545JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the two · RiskSmallest drop

NUMV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Mid-Cap ValueUS Stock Styles · Mid cap0.31%1.31%+17.5%+20.1%+20.1%+7.0%−8.7%12.9%$434M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B1.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: NUMV 2016 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Nuveen ESG Mid-Cap Value · $434M$13,996

NUMV

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,545

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

NUMVMeasureJEPI

+17.5%

More Ways to See the Pairs

NUMV vs JEPI: Top 5 Holdings

Today

NUMV

11.3%in top 5

JEPI

in top 59.8%

NUMVStockJEPI

2.6%CAHnot top 5

2.4%URInot top 5

2.1%EDnot top 5

2.1%CCInot top 5

2.1%VMRKnot top 5

Cost, Income and Risk

Fees: NUMV, JEPI

Today

0.31%lowest, NUMV

FundExpense ratioFee$10k

NUMV0.31%$31

JEPI0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: NUMV, JEPI

1Y

7.84%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+8.6%

+20.1%1 yearTotal return+11.2%

+20.1%3 years · per year$10,000 became $17,327 · $13,729+11.1%

+7.0%5 years · per year$10,000 became $13,996 · $14,545+7.8%

0.31%Expense ratio$31 · $35 a year on $10k · lower is better0.35%

1.31%Trailing 12-mo yield$131 · $784 a year on $10k7.84%

−8.7%Worst dropSmaller is better−6.7%

12.9%VolatilityLower is calmer9.0%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common1.1%

End-of-day Nov 11, 2026 · share of each fund

NUMV vs JEPI Returns, Every Period

5Y

NuveenNUMV

+7.0%

5 years, per year

JEPIJ.P. Morgan

+7.8%

5 years, per year

NUMVJEPIFaded: behind in that period

3–1NUMV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: NUMV vs JEPI

YTD

NuveenNUMV

+17.5%

JEPIJ.P. Morgan

+8.6%

+17.5%Year to date+8.6%

−8.7%Worst drop · 1Y−6.7%

12.9%Volatility · 1Y9.0%

1.3%Yield7.8%

$434MAssets$46.8B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.84%$784

NUMV1.31%$131

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

NUMV$131 − $31 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: NUMV, JEPI

Today

1.1%most shared, NUMV and JEPI

NUMVJEPI

NUMV—1.1%

JEPI1.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.1%NUMV, at 12.9% volatility

JEPIWorst drop−6.7%9.0% vol

NUMVWorst drop−8.7%12.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPINUMV

+8.6%Year to date+17.5%

7.8%Yield1.3%

+11.2%Past year+20.1%

0.35%Fee0.31%

3–1NUMV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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NUMV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two