Compare · 2 funds side by side · dividends reinvested

IBDR and JEPQ

IBDRiShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,016IBDR · best of the two

02 / 04

IBDR and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.4

iShares iBonds Dec 2026 Term Corporate ETFBonds & Cash · Corporate0.10%4.04%+3.1%+4.0%+5.6%+2.0%−0.1%0.5%$2.8B1.5

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: IBDR 2016 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2026 Term Corporate ETF · $2.8B$11,016

IBDR

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested

IBDRMeasureJEPQ

+3.1%Year to dateJan 1 → Nov 4+8.5%

+4.0%1 yearTotal return+9.3%

+5.6%3 years · per year$10,000 became $11,779 · $17,406+20.3%

+2.0%5 years · per year$10,000 became $11,016 · […][…]

0.10%Expense ratio$10 · $35 a year on $10k · lower is better0.35%

4.04%Trailing 12-mo yield$404 · $1,217 a year on $10k12.17%

−0.1%Worst dropSmaller is better−8.8%

0.5%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

IBDR vs JEPQ: Top 5 Holdings

Today

IBDR

[…]in top 5

JEPQ

in top 527.9%

IBDRStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

Held in common[…]

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

IBDR vs JEPQ Returns, Every Period

iSharesIBDR

+4.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

IBDRJEPQFaded: behind in that period

0–3JEPQ wins

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

Bonds vs Income: IBDR vs JEPQ

YTD

iSharesIBDR

+3.1%

JEPQJ.P. Morgan

+8.5%

+3.1%Year to date+8.5%

−0.1%Worst drop · 1Y−8.8%

0.5%Volatility · 1Y15.5%

4.0%Yield12.2%

$2.8BAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: IBDR, JEPQ

Today

0.10%lowest, IBDR

FundExpense ratioFee$10k

IBDR0.10%$10

JEPQ0.35%$35

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

Yields: IBDR, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

IBDR4.04%$404

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IBDR$404 − $10 = $394

KeptFee

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

Overlap: IBDR, JEPQ

Today

[…]holdings […]

IBDRJEPQ

IBDR—[…]

JEPQ[…]—

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

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

IBDRWorst drop−0.1%0.5% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQIBDR

+8.5%Year to date+3.1%

12.2%Yield4.0%

+9.3%Past year+4.0%

0.35%Fee0.10%

3–1JEPQ wins

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