Compare · 2 funds side by side · dividends reinvested

IBRN and JEPI

IBRNiShares×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

IBRN 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%$46.0B1.3

iShares Neuroscience and Healthcare ETFSectors · Health care0.47%0.94%+5.0%+15.8%+21.1%[…]−26.3%26.7%$7M1.7

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: IBRN 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Neuroscience and Healthcare ETF · $7M[…]

IBRN

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IBRNMeasureJEPI

+5.0%Year to dateJan 1 → Nov 4+8.8%

+15.8%1 yearTotal return+11.9%

+21.1%3 years · per year$10,000 became $17,756 · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.47%Expense ratio$47 · $35 a year on $10k · lower is better0.35%

0.94%Trailing 12-mo yield$94 · $783 a year on $10k7.83%

−26.3%Worst dropSmaller is better−6.7%

26.7%VolatilityLower is calmer8.1%

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

2–5JEPI wins

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

More Ways to See the Pairs

IBRN vs JEPI: Top 5 Holdings

Today

IBRN

24.2%in top 5

JEPI

in top 59.5%

IBRNStockJEPI

5.4%BIIBnot top 5

5.1%NBIXnot top 5

4.8%ALKSnot top 5

4.7%PTCTnot top 5

4.2%EWTXnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common0.0%

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

IBRN vs JEPI Returns, Every Period

iSharesIBRN

+15.8%

past year

JEPIJ.P. Morgan

+11.9%

past year

IBRNJEPIFaded: behind in that period

2–1IBRN wins

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

Sector vs Income: IBRN vs JEPI

YTD

iSharesIBRN

+5.0%

JEPIJ.P. Morgan

+8.8%

+5.0%Year to date+8.8%

−26.3%Worst drop · 1Y−6.7%

26.7%Volatility · 1Y8.1%

0.9%Yield7.8%

$6.6MAssets$46.0B

4–0JEPI wins

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

Cost, Income and Risk

Fees: IBRN, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IBRN0.47%$47

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

Yields: IBRN, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IBRN0.94%$94

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IBRN$94 − $47 = $47

KeptFee

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

Overlap: IBRN, JEPI

Today

0.0%most shared, IBRN and JEPI

IBRNJEPI

IBRN—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+15.8%IBRN, at 26.7% volatility

JEPIWorst drop−6.7%8.1% vol

IBRNWorst drop−26.3%26.7% vol

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

Paid More vs Made More

YTD

JEPIIBRN

+8.8%Year to date+5.0%

7.8%Yield0.9%

+11.9%Past year+15.8%

0.35%Fee0.47%

3–1JEPI 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