ESGD vs JEPQ

AESGD

BJEPQ

Measures won3–2ESGD wins · of 6 · 5Y

$10,000 · 5Y$15,197VEA · ESGD $14,586

Lowest cost0.03%VEA · $3 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common0.1%ESGD and JEPQ

ESGD

JEPQ

iShares ESG Aware MSCI EAFE ETF · $11.6BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+18.1%3 years · per year$16,479 · $16,202+17.4%

+7.8%5 years · per year$14,586 · […][…]

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

3.38%12-mo yield$338 · $1,279 on $10k12.79%

−11.7%Worst dropSmaller wins−11.5%

16.4%VolatilityLower wins16.7%

3–2ESGD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESGD · JEPQ

0.1%NBIS0.1%

Held in common0.1%

End-of-day Nov 6, 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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
2	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.38%	−0.7%	+8.1%	+11.7%	+18.1%	+7.8%	−11.7%	$11.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
2	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.38%	−0.7%	+8.1%	+11.7%	+18.1%	+7.8%	−11.7%	$11.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 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

$14,586

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureESGDJEPQ

Fee0.20%0.35%

Cost on $10k a year$20$35

Yield3.38%12.79%

5 years, per year+7.8%[…]

3 years, per year+18.1%+17.4%

Worst drop · 1Y−11.7%−11.5%

Volatility · 1Y16.4%16.7%

3–2measures won
ESGD first

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

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

Overlap: ESGD, JEPQ, VEA

Today

48.7%most shared, ESGD and VEA

ESGDJEPQVEA

ESGD—0.1%48.7%

JEPQ0.1%—0.0%

VEA48.7%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

ESGD$338 − $20 = $318

VEA$251 − $3 = $248

KeptFee

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