Compare · 3 funds side by side · dividends reinvested

ICF, JEPQ and JEPI

ICFiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

−0.1%

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,519JEPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

ICF, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Select U.S. REIT ETFSectors · Real estate0.32%2.55%+16.6%+14.7%+13.3%+2.0%−10.6%14.4%$2.0B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: ICF 2001 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Select U.S. REIT ETF · $2.0B$11,051

ICF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

ICF

More Ways to See the Pairs

ICF vs JEPQ: Top 5 Holdings

Today

ICF

37.8%in top 5

JEPQ

in top 527.3%

ICFStockJEPQ

8.3%WELLnot top 5

8.2%EQIXnot top 5

7.5%AMTnot top 5

7.3%PLDnot top 5

not top 5AAPL7.2%

Cost, Income and Risk

Fees: ICF, JEPQ, JEPI

Today

0.32%lowest, ICF

FundExpense ratioFee$10k

ICF0.32%$32

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: ICF, JEPQ, JEPI

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

JEPQ

+16.6%Year to dateJan 1 → Nov 13+6.7%

+14.7%1 yearTotal return+7.6%

+13.3%3 years · per year$10,000 became $14,550 · $16,188+17.4%

+2.0%5 years · per year$10,000 became $11,051 · […][…]

0.32%Expense ratio$32 · $35 a year on $10k · lower is better0.35%

2.55%Trailing 12-mo yield$255 · $1,237 a year on $10k12.37%

−10.6%Worst dropSmaller is better−11.5%

14.4%VolatilityLower is calmer17.0%

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

5–2ICF wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.4%SPGnot top 5

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Held in common0.2%

End-of-day Nov 13, 2026 · share of each fund

ICF vs JEPQ Returns, Every Period

1Y

iSharesICF

+14.7%

past year

JEPQJ.P. Morgan

+7.6%

past year

ICFJEPQFaded: behind in that period

2–1ICF wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Sector vs Income: ICF vs JEPQ

YTD

iSharesICF

+16.6%

JEPQJ.P. Morgan

+6.7%

+16.6%Year to date+6.7%

−10.6%Worst drop · 1Y−11.5%

14.4%Volatility · 1Y17.0%

2.5%Yield12.4%

$2.0BAssets$42.6B

3–1ICF wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

ICF2.55%$255

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

JEPI$787 − $35 = $752

ICF$255 − $32 = $223

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: ICF, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

ICFJEPQJEPI

ICF—0.2%1.8%

JEPQ0.2%—28.4%

JEPI1.8%28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.7%ICF, at 14.4% volatility

JEPIWorst drop−6.7%9.0% vol

ICFWorst drop−10.6%14.4% vol

JEPQWorst drop−11.5%17.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQICF

+6.7%Year to date+16.6%

12.4%Yield2.5%

+7.6%Past year+14.7%

0.35%Fee0.32%

3–1ICF wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

Loading…

ICF, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three