Compare · 2 funds side by side · dividends reinvested

SIZE and JEPI

SIZEiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

SIZE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.39%+10.6%+12.4%+18.0%+7.1%−8.0%13.2%$425M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$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 6, 2026 · returns include dividends · since: SIZE 2013 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $425M$14,104

SIZE

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 20.7% in common

SIZEMeasureJEPI

+10.6%Year to dateJan 1 → Nov 6+5.3%

+12.4%1 yearTotal return+8.2%

+18.0%3 years · per year$10,000 became $16,431 · $13,562+10.7%

+7.1%5 years · per year$10,000 became $14,104 · $14,118+7.1%

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

1.39%Trailing 12-mo yield$139 · $809 a year on $10k8.09%

−8.0%Worst dropSmaller is better−6.7%

13.2%VolatilityLower is calmer8.8%

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

4–3SIZE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SIZE vs JEPI: Top 5 Holdings

Today

SIZE

2.0%in top 5

JEPI

in top 59.9%

SIZEStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

0.4%SNnot top 5

0.4%TEAMnot top 5

0.4%KMBnot top 5

0.4%OKTAnot top 5

0.4%VMRKnot top 5

Held in common20.7%

End-of-day Nov 6, 2026 · share of each fund

SIZE vs JEPI Returns, Every Period

iSharesSIZE

+7.1%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

SIZEJEPIFaded: behind in that period

3–0SIZE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SIZE vs JEPI

YTD

iSharesSIZE

+10.6%

JEPIJ.P. Morgan

+5.3%

+10.6%Year to date+5.3%

−8.0%Worst drop · 1Y−6.7%

13.2%Volatility · 1Y8.8%

1.4%Yield8.1%

$425MAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIZE, JEPI

Today

0.15%lowest, SIZE

FundExpense ratioFee$10k

SIZE0.15%$15

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SIZE, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SIZE1.39%$139

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SIZE$139 − $15 = $124

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SIZE, JEPI

Today

20.7%most shared, SIZE and JEPI

SIZEJEPI

SIZE—20.7%

JEPI20.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.4%SIZE, at 13.2% volatility

JEPIWorst drop−6.7%8.8% vol

SIZEWorst drop−8.0%13.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISIZE

+5.3%Year to date+10.6%

8.1%Yield1.4%

+8.2%Past year+12.4%

0.35%Fee0.15%

3–1SIZE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026