Compare · 3 funds side by side · dividends reinvested

IBMP, JEPQ and JEPI

IBMPiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

IBMP, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.0

iShares iBonds Dec 2027 Term Muni Bond ETFBonds & Cash · Municipal0.10%2.55%+1.6%+2.4%+3.6%+0.8%−0.6%1.0%$684M2.1

Rank among the three1st → 3rdFee, 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: IBMP 2019 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2027 Term Muni Bond ETF · $684M$10,416

IBMP

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested

IBMPMeasureJEPQ

+1.6%Year to dateJan 1 → Nov 6+3.2%

+2.4%1 yearTotal return+4.5%

+3.6%3 years · per year$10,000 became $11,128 · $16,202+17.4%

+0.8%5 years · per year$10,000 became $10,416 · […][…]

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

2.55%Trailing 12-mo yield$255 · $1,279 a year on $10k12.79%

−0.6%Worst dropSmaller is better−11.5%

1.0%VolatilityLower is calmer16.7%

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

3–4JEPQ wins

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

More Ways to See the Pairs

IBMP vs JEPQ: Top 5 Holdings

Today

IBMP

[…]in top 5

JEPQ

in top 528.9%

IBMPStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common[…]

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

IBMP vs JEPQ Returns, Every Period

iSharesIBMP

+2.4%

past year

JEPQJ.P. Morgan

+4.5%

past year

IBMPJEPQFaded: behind in that period

0–3JEPQ wins

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

Bonds vs Income: IBMP vs JEPQ

YTD

iSharesIBMP

+1.6%

JEPQJ.P. Morgan

+3.2%

+1.6%Year to date+3.2%

−0.6%Worst drop · 1Y−11.5%

1.0%Volatility · 1Y16.7%

2.6%Yield12.8%

$684MAssets$40.7B

2–2level

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

Cost, Income and Risk

Fees: IBMP, JEPQ, JEPI

Today

0.10%lowest, IBMP

FundExpense ratioFee$10k

IBMP0.10%$10

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: IBMP, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

IBMP2.55%$255

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

JEPI$809 − $35 = $774

IBMP$255 − $10 = $245

KeptFee

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

Overlap: IBMP, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

IBMPJEPQJEPI

IBMP—[…][…]

JEPQ[…]—26.8%

JEPI[…]26.8%—

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

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

IBMPWorst drop−0.6%1.0% vol

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQJEPI

+3.2%Year to date+5.3%

12.8%Yield8.1%

+4.5%Past year+8.2%

0.35%Fee0.35%

2–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026