Compare · 2 funds side by side · dividends reinvested

SIZE and JEPQ

SIZEiShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,104SIZE · best of the two

02 / 04

SIZE and JEPQ, 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%$425M1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.9

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

SIZE

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 13.9% in common

SIZEMeasureJEPQ

+10.6%Year to dateJan 1 → Nov 6+3.2%

+12.4%1 yearTotal return+4.5%

+18.0%3 years · per year$10,000 became $16,431 · $16,202+17.4%

+7.1%5 years · per year$10,000 became $14,104 · […][…]

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

1.39%Trailing 12-mo yield$139 · $1,279 a year on $10k12.79%

−8.0%Worst dropSmaller is better−11.5%

13.2%VolatilityLower is calmer16.7%

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

6–1SIZE 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 JEPQ: Top 5 Holdings

Today

SIZE

2.0%in top 5

JEPQ

in top 528.9%

SIZEStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

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 common13.9%

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

SIZE vs JEPQ Returns, Every Period

iSharesSIZE

+12.4%

past year

JEPQJ.P. Morgan

+4.5%

past year

SIZEJEPQFaded: 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 JEPQ

YTD

iSharesSIZE

+10.6%

JEPQJ.P. Morgan

+3.2%

+10.6%Year to date+3.2%

−8.0%Worst drop · 1Y−11.5%

13.2%Volatility · 1Y16.7%

1.4%Yield12.8%

$425MAssets$42.6B

3–1SIZE wins

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

Cost, Income and Risk

Fees: SIZE, JEPQ

Today

0.15%lowest, SIZE

FundExpense ratioFee$10k

SIZE0.15%$15

JEPQ0.35%$35

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

Yields: SIZE, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SIZE1.39%$139

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SIZE$139 − $15 = $124

KeptFee

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

Overlap: SIZE, JEPQ

Today

13.9%most shared, SIZE and JEPQ

SIZEJEPQ

SIZE—13.9%

JEPQ13.9%—

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

SIZEWorst drop−8.0%13.2% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQSIZE

+3.2%Year to date+10.6%

12.8%Yield1.4%

+4.5%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