Compare · 2 funds side by side · dividends reinvested

USMV and JEPI

USMViShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,754USMV · best of the two

02 / 04

USMV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.5B1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.8

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: USMV 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Min Vol Factor ETF · $24.5B$14,754

USMV

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 32.5% in common

USMVMeasureJEPI

+12.1%Year to dateJan 1 → Nov 4+8.8%

+14.3%1 yearTotal return+11.9%

+15.5%3 years · per year$10,000 became $15,388 · $14,269+12.6%

+8.1%5 years · per year$10,000 became $14,754 · $14,635+7.9%

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

1.35%Trailing 12-mo yield$135 · $783 a year on $10k7.83%

−6.5%Worst dropSmaller is better−6.7%

8.7%VolatilityLower is calmer8.1%

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

6–2USMV wins

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

More Ways to See the Pairs

USMV vs JEPI: Top 5 Holdings

Today

USMV

7.8%in top 5

JEPI

in top 59.5%

USMVStockJEPI

not top 5MA2.0%

1.6%MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.6%APHnot top 5

1.5%CBnot top 5

1.5%BRK-Bnot top 5

1.5%XOMnot top 5

Held in common32.5%

End-of-day Nov 4, 2026 · share of each fund

USMV vs JEPI Returns, Every Period

iSharesUSMV

+8.1%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

USMVJEPIFaded: behind in that period

4–0USMV wins

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

Stocks vs Income: USMV vs JEPI

YTD

iSharesUSMV

+12.1%

JEPIJ.P. Morgan

+8.8%

+12.1%Year to date+8.8%

−6.5%Worst drop · 1Y−6.7%

8.7%Volatility · 1Y8.1%

1.3%Yield7.8%

$24.5BAssets$46.1B

2–2level

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

Cost, Income and Risk

Fees: USMV, JEPI

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

JEPI0.35%$35

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

Yields: USMV, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

USMV1.35%$135

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

USMV$135 − $15 = $120

KeptFee

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

Overlap: USMV, JEPI

Today

32.5%most shared, USMV and JEPI

USMVJEPI

USMV—32.5%

JEPI32.5%—

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

Return vs Bumpiness: 2 ETFs

+14.3%USMV, at 8.7% volatility

JEPIWorst drop−6.7%8.1% vol

USMVWorst drop−6.5%8.7% vol

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

Paid More vs Made More

YTD

JEPIUSMV

+8.8%Year to date+12.1%

7.8%Yield1.3%

+11.9%Past year+14.3%

0.35%Fee0.15%

3–1USMV wins

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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026