Compare · 3 funds side by side · dividends reinvested

USMV, JEPQ and JEPI

USMViShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,352USMV · best of the three

02 / 04

USMV, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.2%+11.9%+15.2%+7.5%−6.5%8.6%$24.1B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: USMV 2011 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,352

USMV

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 23.5% in common

USMVMeasureJEPQ

+10.2%Year to dateJan 1 → Nov 3+7.5%

+11.9%1 yearTotal return+8.6%

+15.2%3 years · per year$10,000 became $15,272 · $17,450+20.4%

+7.5%5 years · per year$10,000 became $14,352 · […][…]

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

1.37%Trailing 12-mo yield$137 · $1,228 a year on $10k12.28%

−6.5%Worst dropSmaller is better−8.8%

8.6%VolatilityLower is calmer15.5%

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

5–2USMV wins

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

More Ways to See the Pairs

USMV vs JEPQ: Top 5 Holdings

Today

USMV

7.7%in top 5

JEPQ

in top 527.5%

USMVStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

1.6%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

1.6%XOMnot top 5

1.5%CBnot top 5

1.5%MSInot top 5

1.5%BRK-Bnot top 5

Held in common23.5%

End-of-day Nov 3, 2026 · share of each fund

USMV vs JEPQ Returns, Every Period

iSharesUSMV

+11.9%

past year

JEPQJ.P. Morgan

+8.6%

past year

USMVJEPQFaded: behind in that period

2–1USMV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: USMV vs JEPQ

YTD

iSharesUSMV

+10.2%

JEPQJ.P. Morgan

+7.5%

+10.2%Year to date+7.5%

−6.5%Worst drop · 1Y−8.8%

8.6%Volatility · 1Y15.5%

1.4%Yield12.3%

$24.1BAssets$41.8B

3–1USMV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USMV, JEPQ, JEPI

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: USMV, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

USMV1.37%$137

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

USMV$137 − $15 = $122

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: USMV, JEPQ, JEPI

Today

32.8%most shared, USMV and JEPI

USMVJEPQJEPI

USMV—23.5%32.8%

JEPQ23.5%—26.6%

JEPI32.8%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%USMV, at 8.6% volatility

JEPIWorst drop−6.7%7.9% vol

USMVWorst drop−6.5%8.6% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQUSMV

+7.5%Year to date+10.2%

12.3%Yield1.4%

+8.6%Past year+11.9%

0.35%Fee0.15%

3–1USMV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026