Compare · 3 funds side by side · dividends reinvested

SCZ, JEPQ and JEPI

SCZiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,510JEPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

SCZ, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B1.6

iShares MSCI EAFE Small-Cap ETFInternational · Developed0.40%3.22%+8.4%+12.0%+18.0%+4.5%−11.4%15.9%$13.0B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$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 12, 2026 · returns include dividends · since: SCZ 2007 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI EAFE Small-Cap ETF · $13.0B$12,474

SCZ

JEPQ

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

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

SCZ

More Ways to See the Pairs

SCZ vs JEPQ: Top 5 Holdings

Today

SCZ

1.3%in top 5

JEPQ

in top 527.3%

SCZStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Cost, Income and Risk

Fees: SCZ, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

SCZ0.40%$40

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SCZ, JEPQ, JEPI

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

JEPQ

+8.4%Year to dateJan 1 → Nov 12+7.8%

+12.0%1 yearTotal return+8.8%

+18.0%3 years · per year$10,000 became $16,422 · $16,406+17.9%

+4.5%5 years · per year$10,000 became $12,474 · […][…]

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

3.22%Trailing 12-mo yield$322 · $1,224 a year on $10k12.24%

−11.4%Worst dropSmaller is better−11.5%

15.9%VolatilityLower is calmer16.9%

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

5–2SCZ wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%6532.Tnot top 5

0.3%BSL.AXnot top 5

0.3%IMI.Lnot top 5

0.2%PSPN.SWnot top 5

0.2%STB.OLnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SCZ vs JEPQ Returns, Every Period

1Y

iSharesSCZ

+12.0%

past year

JEPQJ.P. Morgan

+8.8%

past year

SCZJEPQFaded: behind in that period

3–0SCZ wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

International vs Income: SCZ vs JEPQ

YTD

iSharesSCZ

+8.4%

JEPQJ.P. Morgan

+7.8%

+8.4%Year to date+7.8%

−11.4%Worst drop · 1Y−11.5%

15.9%Volatility · 1Y16.9%

3.2%Yield12.2%

$13.0BAssets$41.8B

3–1SCZ wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

JEPI7.86%$786

SCZ3.22%$322

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

JEPI$786 − $35 = $751

SCZ$322 − $40 = $282

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SCZ, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

SCZJEPQJEPI

SCZ—0.0%0.0%

JEPQ0.0%—28.4%

JEPI0.0%28.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.0%SCZ, at 15.9% volatility

JEPIWorst drop−6.7%9.0% vol

SCZWorst drop−11.4%15.9% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCZ

+7.8%Year to date+8.4%

12.2%Yield3.2%

+8.8%Past year+12.0%

0.35%Fee0.40%

2–2level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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SCZ, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three