Compare · 2 funds side by side · dividends reinvested

IBB and JEPQ

IBBiShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,555IBB · best of the two

02 / 04

IBB and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Biotechnology ETFSectors · Technology0.44%0.16%+26.7%+35.2%+23.2%+6.3%−9.6%23.4%$11.0B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: IBB 2001 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Biotechnology ETF · $11.0B$13,555

IBB

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

IBBMeasureJEPQ

+26.7%Year to dateJan 1 → Nov 6+3.2%

+35.2%1 yearTotal return+4.5%

+23.2%3 years · per year$10,000 became $18,677 · $16,202+17.4%

+6.3%5 years · per year$10,000 became $13,555 · […][…]

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

0.16%Trailing 12-mo yield$16 · $1,279 a year on $10k12.79%

−9.6%Worst dropSmaller is better−11.5%

23.4%VolatilityLower is calmer16.7%

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

4–3IBB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBB vs JEPQ: Top 5 Holdings

Today

IBB

37.9%in top 5

JEPQ

in top 528.9%

IBBStockJEPQ

9.1%GILDnot top 5

8.5%AMGNnot top 5

7.9%VRTXnot top 5

not top 5AAPL7.4%

not top 5NVDA6.6%

6.3%REGNnot top 5

6.2%MRNAnot top 5

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common2.3%

End-of-day Nov 6, 2026 · share of each fund

IBB vs JEPQ Returns, Every Period

iSharesIBB

+35.2%

past year

JEPQJ.P. Morgan

+4.5%

past year

IBBJEPQFaded: behind in that period

3–0IBB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Income: IBB vs JEPQ

YTD

iSharesIBB

+26.7%

JEPQJ.P. Morgan

+3.2%

+26.7%Year to date+3.2%

−9.6%Worst drop · 1Y−11.5%

23.4%Volatility · 1Y16.7%

0.2%Yield12.8%

$11.0BAssets$42.6B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBB, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

IBB0.44%$44

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IBB, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

IBB0.16%$16

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

IBB$16 − $44 = −$28

KeptFee

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

Overlap: IBB, JEPQ

Today

2.3%most shared, IBB and JEPQ

IBBJEPQ

IBB—2.3%

JEPQ2.3%—

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

Return vs Bumpiness: 2 ETFs

+35.2%IBB, at 23.4% volatility

JEPQWorst drop−11.5%16.7% vol

IBBWorst drop−9.6%23.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIBB

+3.2%Year to date+26.7%

12.8%Yield0.2%

+4.5%Past year+35.2%

0.35%Fee0.44%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$42.6BAssets$46.8B

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026