Compare · 3 funds side by side · dividends reinvested

IBTL, JEPQ and JEPI

IBTLiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

IBTL, JEPQ 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%$46.6B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B2.0

iShares iBonds Dec 2031 Term Treasury ETFBonds & Cash · Treasuries0.07%4.01%−1.1%−0.8%+4.1%−1.1%−4.3%3.5%$789M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: IBTL 2021 · JEPQ 2022 · 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

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

$10,000 five years ago, dividends reinvested

IBTLMeasure

More Ways to See the Pairs

IBTL vs JEPQ: Top 5 Holdings

Today

IBTL

[…]in top 5

JEPQ

in top 528.0%

IBTLStockJEPQ

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

not top 5AMZN4.3%

not top 5GOOG

Cost, Income and Risk

Fees: IBTL, JEPQ, JEPI

Today

0.07%lowest, IBTL

FundExpense ratioFee$10k

IBTL0.07%$7

JEPQ0.35%$35

JEPI0.35%$35

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

JEPQ

−1.1%Year to dateJan 1 → Nov 10+6.0%

−0.8%1 yearTotal return+8.8%

+4.1%3 years · per year$10,000 became $11,287 · $16,284+17.6%

−1.1%5 years · per year$10,000 became $9,443 · […][…]

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

4.01%Trailing 12-mo yield$401 · $1,245 a year on $10k12.45%

−4.3%Worst dropSmaller is better−11.5%

3.5%VolatilityLower is calmer16.9%

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

3–4JEPQ wins

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

4.3%

Held in common[…]

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

IBTL vs JEPQ Returns, Every Period

1Y

iSharesIBTL

−0.8%

past year

JEPQJ.P. Morgan

+8.8%

past year

IBTLJEPQFaded: behind in that period

0–3JEPQ wins

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

Bonds vs Income: IBTL vs JEPQ

YTD

iSharesIBTL

−1.1%

JEPQJ.P. Morgan

+6.0%

−1.1%Year to date+6.0%

−4.3%Worst drop · 1Y−11.5%

3.5%Volatility · 1Y16.9%

4.0%Yield12.4%

$789MAssets$42.0B

2–2level

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

Yields: IBTL, JEPQ, JEPI

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

JEPI7.92%$792

IBTL4.01%$401

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

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

JEPI$792 − $35 = $757

IBTL$401 − $7 = $394

KeptFee

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

Overlap: IBTL, JEPQ, JEPI

Today

27.8%most shared, JEPQ and JEPI

IBTLJEPQJEPI

IBTL—[…][…]

JEPQ[…]—27.8%

JEPI[…]27.8%—

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

Return vs Bumpiness: 3 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

IBTLWorst drop−4.3%3.5% vol

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQJEPI

+6.0%Year to date+7.6%

12.4%Yield7.9%

+8.8%Past year+10.6%

0.35%Fee0.35%

2–1JEPI 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, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: IBTL, JEPQ, JEPI