Compare · 2 funds side by side · dividends reinvested

IDGT and JEPI

IDGTiShares×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,773IDGT · best of the two

02 / 04

IDGT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Digital Infrastructure and Real Estate ETFThematic · Infrastructure0.37%0.86%+26.7%+20.3%+26.8%+9.5%−21.1%26.4%$477M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.5

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: IDGT 2001 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Digital Infrastructure and Real Estate ETF · $477M$15,773

IDGT

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

IDGTMeasureJEPI

+26.7%Year to dateJan 1 → Nov 4+8.8%

+20.3%1 yearTotal return+11.9%

+26.8%3 years · per year$10,000 became $20,398 · $14,269+12.6%

+9.5%5 years · per year$10,000 became $15,773 · $14,635+7.9%

0.37%Expense ratio$37 · $35 a year on $10k · lower is better0.35%

0.86%Trailing 12-mo yield$86 · $783 a year on $10k7.83%

−21.1%Worst dropSmaller is better−6.7%

26.4%VolatilityLower is calmer8.1%

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

4–4Level

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

More Ways to See the Pairs

IDGT vs JEPI: Top 5 Holdings

Today

IDGT

41.8%in top 5

JEPI

in top 59.5%

IDGTStockJEPI

10.3%AMTnot top 5

9.5%EQIXnot top 5

8.0%SBACnot top 5

7.1%FSLYnot top 5

6.9%CCInot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common1.2%

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

IDGT vs JEPI Returns, Every Period

iSharesIDGT

+9.5%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

IDGTJEPIFaded: behind in that period

4–0IDGT wins

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

Thematic vs Income: IDGT vs JEPI

YTD

iSharesIDGT

+26.7%

JEPIJ.P. Morgan

+8.8%

+26.7%Year to date+8.8%

−21.1%Worst drop · 1Y−6.7%

26.4%Volatility · 1Y8.1%

0.9%Yield7.8%

$477MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: IDGT, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IDGT0.37%$37

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

Yields: IDGT, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IDGT0.86%$86

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IDGT$86 − $37 = $49

KeptFee

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

Overlap: IDGT, JEPI

Today

1.2%most shared, IDGT and JEPI

IDGTJEPI

IDGT—1.2%

JEPI1.2%—

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

Return vs Bumpiness: 2 ETFs

+20.3%IDGT, at 26.4% volatility

JEPIWorst drop−6.7%8.1% vol

IDGTWorst drop−21.1%26.4% vol

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

Paid More vs Made More

YTD

JEPIIDGT

+8.8%Year to date+26.7%

7.8%Yield0.9%

+11.9%Past year+20.3%

0.35%Fee0.37%

2–2level

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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026