Compare · 2 funds side by side · dividends reinvested

PICK and JEPI

PICKiShares×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,338PICK · best of the two

02 / 04

PICK and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Global Metals & Mining Producers ETFInternational · Global0.39%2.36%+9.5%+24.6%+17.6%+10.3%−20.2%31.9%$2.1B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: PICK 2012 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Global Metals & Mining Producers ETF · $2.1B$16,338

PICK

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

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

PICKMeasureJEPI

+9.5%Year to dateJan 1 → Nov 4+8.8%

+24.6%1 yearTotal return+11.9%

+17.6%3 years · per year$10,000 became $16,261 · $14,269+12.6%

+10.3%5 years · per year$10,000 became $16,338 · $14,635+7.9%

0.39%Expense ratio$39 · $35 a year on $10k · lower is better0.35%

2.36%Trailing 12-mo yield$236 · $783 a year on $10k7.83%

−20.2%Worst dropSmaller is better−6.7%

31.9%VolatilityLower is calmer8.1%

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

4–4Level

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

More Ways to See the Pairs

PICK vs JEPI: Top 5 Holdings

Today

PICK

34.9%in top 5

JEPI

in top 59.5%

PICKStockJEPI

14.0%BHP.AXnot top 5

6.2%FCXnot top 5

6.1%RIO.Lnot top 5

4.4%GLEN.Lnot top 5

4.2%NUEnot 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

PICK vs JEPI Returns, Every Period

iSharesPICK

+10.3%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

PICKJEPIFaded: behind in that period

4–0PICK wins

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

International vs Income: PICK vs JEPI

YTD

iSharesPICK

+9.5%

JEPIJ.P. Morgan

+8.8%

+9.5%Year to date+8.8%

−20.2%Worst drop · 1Y−6.7%

31.9%Volatility · 1Y8.1%

2.4%Yield7.8%

$2.1BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: PICK, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

PICK0.39%$39

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

Yields: PICK, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

PICK2.36%$236

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

PICK$236 − $39 = $197

KeptFee

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

Overlap: PICK, JEPI

Today

0.0%most shared, PICK and JEPI

PICKJEPI

PICK—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+24.6%PICK, at 31.9% volatility

JEPIWorst drop−6.7%8.1% vol

PICKWorst drop−20.2%31.9% vol

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

Paid More vs Made More

YTD

JEPIPICK

+8.8%Year to date+9.5%

7.8%Yield2.4%

+11.9%Past year+24.6%

0.35%Fee0.39%

2–2level

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%

$41.8BAssets$46.0B

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%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026