Compare · 3 funds side by side · dividends reinvested

USXF, JEPQ and JEPI

USXFiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,130USXF · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

USXF, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Advanced MSCI USA ETFUS Stock Styles · Large cap0.10%0.90%+11.3%+10.6%+22.4%+11.4%−12.9%20.8%$1.5B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.0B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.1B2.1

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

End-of-day Nov 13, 2026 · returns include dividends · since: USXF 2020 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares ESG Advanced MSCI USA ETF · $1.5B$17,130

USXF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 32.7% in common

USXF

More Ways to See the Pairs

USXF vs JEPQ: Top 5 Holdings

Today

USXF

27.4%in top 5

JEPQ

in top 527.3%

USXFStockJEPQ

10.5%NVDA5.9%

not top 5AAPL7.2%

6.5%AVGOnot top 5

not top 5MSFT5.6%

not top 5GOOG

Cost, Income and Risk

Fees: USXF, JEPQ, JEPI

Today

0.10%lowest, USXF

FundExpense ratioFee$10k

USXF0.10%$10

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

JEPQ

+11.3%Year to dateJan 1 → Nov 13+6.7%

+10.6%1 yearTotal return+7.6%

+22.4%3 years · per year$10,000 became $18,360 · $16,188+17.4%

+11.4%5 years · per year$10,000 became $17,130 · […][…]

0.10%Expense ratio$10 · $35 a year on $10k · lower is better0.35%

0.90%Trailing 12-mo yield$90 · $1,237 a year on $10k12.37%

−12.9%Worst dropSmaller is better−11.5%

20.8%VolatilityLower is calmer17.0%

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

4–3USXF wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

not top 5AMZN4.2%

3.8%MUnot top 5

3.7%AMDnot top 5

2.9%Vnot top 5

Held in common32.7%

End-of-day Nov 13, 2026 · share of each fund

USXF vs JEPQ Returns, Every Period

1Y

iSharesUSXF

+10.6%

past year

JEPQJ.P. Morgan

+7.6%

past year

USXFJEPQFaded: behind in that period

3–0USXF wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: USXF vs JEPQ

YTD

iSharesUSXF

+11.3%

JEPQJ.P. Morgan

+6.7%

+11.3%Year to date+6.7%

−12.9%Worst drop · 1Y−11.5%

20.8%Volatility · 1Y17.0%

0.9%Yield12.4%

$1.5BAssets$42.1B

3–1JEPQ wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: USXF, JEPQ, JEPI

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

USXF0.90%$90

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

JEPI$787 − $35 = $752

USXF$90 − $10 = $80

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: USXF, JEPQ, JEPI

Today

32.7%most shared, USXF and JEPQ

USXFJEPQJEPI

USXF—32.7%25.6%

JEPQ32.7%—28.4%

JEPI25.6%28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.6%USXF, at 20.8% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%17.0% vol

USXFWorst drop−12.9%20.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQUSXF

+6.7%Year to date+11.3%

12.4%Yield0.9%

+7.6%Past year+10.6%

0.35%Fee0.10%

3–1USXF wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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USXF, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: USXF, JEPQ, JEPI