Compare · 2 funds side by side · dividends reinvested

IBTH and JEPI

IBTHiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,448JEPI · best of the two

02 / 04

IBTH and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.4

iShares iBonds Dec 2027 Term Treasury ETFBonds & Cash · Treasuries0.07%3.73%+2.4%+3.1%+4.8%+1.0%−0.4%0.8%$2.4B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: IBTH 2020 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2027 Term Treasury ETF · $2.4B$10,489

IBTH

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested

IBTHMeasureJEPI

+2.4%Year to dateJan 1 → Nov 9+7.5%

+3.1%1 yearTotal return+10.9%

+4.8%3 years · per year$10,000 became $11,500 · $13,679+11.0%

+1.0%5 years · per year$10,000 became $10,489 · $14,448+7.6%

0.07%Expense ratio$7 · $35 a year on $10k · lower is better0.35%

3.73%Trailing 12-mo yield$373 · $793 a year on $10k7.93%

−0.4%Worst dropSmaller is better−6.7%

0.8%VolatilityLower is calmer9.0%

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

3–5JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBTH vs JEPI: Top 5 Holdings

Today

IBTH

[…]in top 5

JEPI

in top 59.9%

IBTHStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

IBTH vs JEPI Returns, Every Period

iSharesIBTH

+1.0%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

IBTHJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: IBTH vs JEPI

YTD

iSharesIBTH

+2.4%

JEPIJ.P. Morgan

+7.5%

+2.4%Year to date+7.5%

−0.4%Worst drop · 1Y−6.7%

0.8%Volatility · 1Y9.0%

3.7%Yield7.9%

$2.4BAssets$45.2B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBTH, JEPI

Today

0.07%lowest, IBTH

FundExpense ratioFee$10k

IBTH0.07%$7

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IBTH, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

IBTH3.73%$373

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

IBTH$373 − $7 = $366

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IBTH, JEPI

Today

[…]holdings […]

IBTHJEPI

IBTH—[…]

JEPI[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.9%JEPI, at 9.0% volatility

IBTHWorst drop−0.4%0.8% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIBTH

+7.5%Year to date+2.4%

7.9%Yield3.7%

+10.9%Past year+3.1%

0.35%Fee0.07%

3–1JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026