Compare · 2 funds side by side · dividends reinvested

IBTL and JEPI

IBTLiShares×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,429JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the two · RiskSmallest drop

IBTL and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.4

iShares iBonds Dec 2031 Term Treasury ETFBonds & Cash · Treasuries0.07%4.01%−1.1%−0.8%+4.1%−1.1%−4.3%3.5%$789M1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: IBTL 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares iBonds Dec 2031 Term Treasury ETF · $789M$9,443

IBTL

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,429

$10,000 five years ago, dividends reinvested

IBTLMeasureJEPI

−1.1%

More Ways to See the Pairs

IBTL vs JEPI: Top 5 Holdings

Today

IBTL

[…]in top 5

JEPI

in top 59.8%

IBTLStockJEPI

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: IBTL, JEPI

Today

0.07%lowest, IBTL

FundExpense ratioFee$10k

IBTL0.07%$7

JEPI0.35%$35

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

Yields: IBTL, JEPI

1Y

7.92%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+7.6%

−0.8%1 yearTotal return+10.6%

+4.1%3 years · per year$10,000 became $11,287 · $13,634+10.9%

−1.1%5 years · per year$10,000 became $9,443 · $14,429+7.6%

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

4.01%Trailing 12-mo yield$401 · $792 a year on $10k7.92%

−4.3%Worst dropSmaller is better−6.7%

3.5%VolatilityLower is calmer9.0%

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

3–5JEPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

IBTL vs JEPI Returns, Every Period

5Y

iSharesIBTL

−1.1%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

IBTLJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Income: IBTL vs JEPI

YTD

iSharesIBTL

−1.1%

JEPIJ.P. Morgan

+7.6%

−1.1%Year to date+7.6%

−4.3%Worst drop · 1Y−6.7%

3.5%Volatility · 1Y9.0%

4.0%Yield7.9%

$789MAssets$46.6B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.92%$792

IBTL4.01%$401

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

IBTL$401 − $7 = $394

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IBTL, JEPI

Today

[…]holdings […]

IBTLJEPI

IBTL—[…]

JEPI[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

IBTLWorst drop−4.3%3.5% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIBTL

+7.6%Year to date−1.1%

7.9%Yield4.0%

+10.6%Past year−0.8%

0.35%Fee0.07%

3–1JEPI wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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IBTL and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two