Compare · 2 funds side by side · dividends reinvested

IBB and JEPI

IBBiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

IBB and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.4

iShares Biotechnology ETFSectors · Technology0.44%0.15%+31.1%+40.7%+25.4%+7.3%−9.6%22.8%$11.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IBB 2001 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Biotechnology ETF · $11.2B$14,214

IBB

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

IBBMeasureJEPI

+31.1%Year to dateJan 1 → Nov 4+8.8%

+40.7%1 yearTotal return+11.9%

+25.4%3 years · per year$10,000 became $19,707 · $14,269+12.6%

+7.3%5 years · per year$10,000 became $14,214 · $14,635+7.9%

0.44%Expense ratio$44 · $35 a year on $10k · lower is better0.35%

0.15%Trailing 12-mo yield$15 · $783 a year on $10k7.83%

−9.6%Worst dropSmaller is better−6.7%

22.8%VolatilityLower is calmer8.1%

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

3–5JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBB vs JEPI: Top 5 Holdings

Today

IBB

37.0%in top 5

JEPI

in top 59.5%

IBBStockJEPI

8.9%GILDnot top 5

8.3%AMGNnot top 5

7.5%VRTXnot top 5

6.6%REGNnot top 5

5.7%MRNAnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common2.1%

End-of-day Nov 4, 2026 · share of each fund

IBB vs JEPI Returns, Every Period

iSharesIBB

+7.3%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

IBBJEPIFaded: behind in that period

3–1IBB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: IBB vs JEPI

YTD

iSharesIBB

+31.1%

JEPIJ.P. Morgan

+8.8%

+31.1%Year to date+8.8%

−9.6%Worst drop · 1Y−6.7%

22.8%Volatility · 1Y8.1%

0.2%Yield7.8%

$11.2BAssets$46.0B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBB, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IBB0.44%$44

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IBB, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IBB0.15%$15

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IBB$15 − $44 = −$29

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IBB, JEPI

Today

2.1%most shared, IBB and JEPI

IBBJEPI

IBB—2.1%

JEPI2.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+40.7%IBB, at 22.8% volatility

JEPIWorst drop−6.7%8.1% vol

IBBWorst drop−9.6%22.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIBB

+8.8%Year to date+31.1%

7.8%Yield0.2%

+11.9%Past year+40.7%

0.35%Fee0.44%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026