Compare IDEF and JEPQ

IDEF and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.0

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−3.5%−7.9%[…][…]−19.2%23.4%$3.7B2.0

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: IDEF 2025 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Defense Industrials Act · $3.7B[…]

IDEF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

IDEFMeasureJEPQ

−3.5%Year to dateJan 1 → Nov 4+8.5%

−7.9%1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $35 a year on $10k · lower is better0.35%

0.36%Trailing 12-mo yield$36 · $1,217 a year on $10k12.17%

−19.2%Worst dropSmaller is better−8.8%

23.4%VolatilityLower is calmer15.5%

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

0–6JEPQ wins

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

More Ways to See the Pairs

IDEF vs JEPQ: Top 5 Holdings

Today

IDEF

24.9%in top 5

JEPQ

in top 527.9%

IDEFStockJEPQ

7.4%RTXnot top 5

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

5.4%LMTnot top 5

4.4%GDnot top 5

not top 5MU4.2%

not top 5GOOG4.1%

3.9%NOCnot top 5

3.8%HO.PAnot top 5

Held in common8.6%

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

IDEF vs JEPQ Returns, Every Period

1Y

iSharesIDEF

−7.9%

past year

JEPQJ.P. Morgan

+9.3%

past year

IDEFJEPQFaded: behind in that period

0–2JEPQ wins

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

Thematic vs Income: IDEF vs JEPQ

YTD

iSharesIDEF

−3.5%

JEPQJ.P. Morgan

+8.5%

−3.5%Year to date+8.5%

−19.2%Worst drop · 1Y−8.8%

23.4%Volatility · 1Y15.5%

0.4%Yield12.2%

$3.7BAssets$41.8B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: IDEF, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

IDEF0.55%$55

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

Yields: IDEF, JEPQ

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

IDEF0.36%$36

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

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IDEF$36 − $55 = −$19

KeptFee

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

Overlap: IDEF, JEPQ

Today

8.6%most shared, IDEF and JEPQ

IDEFJEPQ

IDEF—8.6%

JEPQ8.6%—

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

Return vs Bumpiness: 2 ETFs

1Y

+9.3%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% vol

IDEFWorst drop−19.2%23.4% vol

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

Paid More vs Made More

YTD

JEPQIDEF

+8.5%Year to date−3.5%

12.2%Yield0.4%

+9.3%Past year−7.9%

0.35%Fee0.55%

4–0JEPQ 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