Compare · 3 funds side by side · dividends reinvested

IDEF, JEPQ and CIBR

IDEFiShares×JEPQJ.P. Morgan×CIBRFirst Trust×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,875CIBR · best of the three

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

Story of the three · RiskSmallest drop

IDEF, JEPQ and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B1.4

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+26.2%+28.1%+12.3%−20.6%31.3%$15.8B1.8

iShares Defense Industrials ActThematic · Defense & space0.55%0.35%−2.7%−2.8%[…][…]−23.7%24.5%$3.6B2.7

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: IDEF 2025 · JEPQ 2022 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Defense Industrials Act · $3.6B[…]

IDEF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

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

IDEF

More Ways to See the Pairs

IDEF vs JEPQ: Top 5 Holdings

Today

IDEF

24.6%in top 5

JEPQ

in top 528.0%

IDEFStockJEPQ

7.3%RTXnot top 5

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

5.1%LMTnot top 5

Cost, Income and Risk

Fees: IDEF, JEPQ, CIBR

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

IDEF0.55%$55

CIBR0.58%$58

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

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

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%

Measure

JEPQ

−2.7%Year to dateJan 1 → Nov 10+6.0%

−2.8%1 yearTotal return+8.8%

[…]3 years · per year$10,000 became […] · $16,284+17.6%

[…]5 years · per year[…]

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

0.35%Trailing 12-mo yield$35 · $1,245 a year on $10k12.45%

−23.7%Worst dropSmaller is better−11.5%

24.5%VolatilityLower is calmer16.9%

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

0–6JEPQ wins

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

4.4%GDnot top 5

not top 5AMZN4.3%

not top 5GOOG4.3%

4.0%NOCnot top 5

3.8%HO.PAnot top 5

Held in common8.6%

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

IDEF vs JEPQ Returns, Every Period

1Y

iSharesIDEF

−2.8%

past year

JEPQJ.P. Morgan

+8.8%

past year

IDEFJEPQFaded: behind in that period

0–2JEPQ wins

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

Thematic vs Income: IDEF vs JEPQ

YTD

iSharesIDEF

−2.7%

JEPQJ.P. Morgan

+6.0%

−2.7%Year to date+6.0%

−23.7%Worst drop · 1Y−11.5%

24.5%Volatility · 1Y16.9%

0.4%Yield12.4%

$3.6BAssets$40.7B

4–0JEPQ wins

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

Yields: IDEF, JEPQ, CIBR

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

CIBR0.42%$42

IDEF0.35%$35

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

CIBR$42 − $58 = −$16

IDEF$35 − $55 = −$20

KeptFee

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

Overlap: IDEF, JEPQ, CIBR

Today

9.8%most shared, IDEF and CIBR

IDEFJEPQCIBR

IDEF—8.6%9.8%

JEPQ8.6%—7.6%

CIBR9.8%7.6%—

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

Return vs Bumpiness: 3 ETFs

1Y

+26.2%CIBR, at 31.3% volatility

JEPQWorst drop−11.5%16.9% vol

IDEFWorst drop−23.7%24.5% vol

CIBRWorst drop−20.6%31.3% vol

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

Paid More vs Made More

YTD

JEPQCIBR

+6.0%Year to date+32.8%

12.4%Yield0.4%

+8.8%Past year+26.2%

0.35%Fee0.58%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

IDEF, JEPQ and CIBR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: IDEF, JEPQ, CIBR