ESML vs JEPI

AESML

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI · ESML $13,644

Lowest cost0.17%ESML · $17 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.0%ESML and JEPI

ESML

JEPI

iShares ESG Aware MSCI USA Small-Cap ETF · $2.8BJPMorgan Equity Premium Income ETF · $46.1B

+19.9%3 years · per year$17,242 · $13,674+11.0%

+6.4%5 years · per year$13,644 · $14,108+7.1%

0.17%Expense ratio$17 · $35 on $10k · lower wins0.35%

0.96%12-mo yield$96 · $809 on $10k8.09%

−9.0%Worst dropSmaller wins−6.7%

16.7%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsESML · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.96%	−4.0%	+14.7%	+18.8%	+19.9%	+6.4%	−9.0%	$2.8B

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.96%	−4.0%	+14.7%	+18.8%	+19.9%	+6.4%	−9.0%	$2.8B

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

Cards for this view

ESML vs JEPI

ESML

iShares ESG Aware MSCI USA Small-Cap

$13,644

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureESMLJEPI

Fee0.17%0.35%

Cost on $10k a year$17$35

Yield0.96%8.09%

5 years, per year+6.4%+7.1%

3 years, per year+19.9%+11.0%

Worst drop · 1Y−9.0%−6.7%

Volatility · 1Y16.7%8.8%

4–2measures won
JEPI first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ESML, JEPI

Today

0.0%most shared, ESML and JEPI

ESMLJEPI

ESML—0.0%

JEPI0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

ESML$96 − $17 = $79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee