ESGD vs JEPQ

AESGD

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,786ESGD · JEPI $14,322

Lowest cost0.20%ESGD · $20 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.1%ESGD and JEPQ

ESGD

JEPQ

iShares ESG Aware MSCI EAFE ETF · $11.7BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+19.6%3 years · per year$17,113 · $17,450+20.4%

+8.1%5 years · per year$14,786 · […][…]

0.20%Expense ratio$20 · $35 on $10k · lower wins0.35%

3.34%12-mo yield$334 · $1,228 on $10k12.28%

−11.7%Worst dropSmaller wins−8.8%

16.0%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESGD · JEPQ

0.1%NBIS0.2%

Held in common0.1%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.34%	−0.5%	+9.4%	+12.6%	+19.6%	+8.1%	−11.7%	$11.7B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.34%	−0.5%	+9.4%	+12.6%	+19.6%	+8.1%	−11.7%	$11.7B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESGD vs JEPQ

ESGD

iShares ESG Aware MSCI EAFE

$14,786

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureESGDJEPQ

Fee0.20%0.35%

Cost on $10k a year$20$35

Yield3.34%12.28%

5 years, per year+8.1%[…]

3 years, per year+19.6%+20.4%

Worst drop · 1Y−11.7%−8.8%

Volatility · 1Y16.0%15.5%

4–1measures won
JEPQ first

0.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: ESGD, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

ESGDJEPQJEPI

ESGD—0.1%0.0%

JEPQ0.1%—26.6%

JEPI0.0%26.6%—

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

ESGD$334 − $20 = $314

KeptFee

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