JPMorgan Equity Premium Income ETF (JEPI) vs MSCI Inc. (MSCI)
Over the past 5 years, MSCI lagged JEPI — -1.45% vs 7.67% annualized total return (price plus dividends).
A side-by-side comparison of JPMorgan Equity Premium Income ETF and MSCI Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 2, 2026. Differences are shown without an overall score or investment verdict.
Total return — JEPI vs MSCI
growth of $100 · dividends reinvested · last 6yMetrics side by side
Did MSCI beat JEPI?
Over the past 5 years, MSCI lagged JEPI — -1.45% vs 7.67% annualized total return (price plus dividends).
Total return (annualized)
| Metric | JEPI | MSCI |
|---|---|---|
| Total return (1Y) | 6.89% | -3.05% |
| Total return CAGR (3Y) | 10.34% | 3.17% |
| Total return CAGR (5Y) | 7.67% | -1.45% |
| Total return CAGR (10Y) | N/A | 21.69% |
JEPI is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).
Frequently asked
- Has MSCI beaten JEPI?
- Over the past 5 years, MSCI lagged JEPI — -1.45% vs 7.67% annualized total return (price plus dividends).
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 2, 2026.