Compare · 2 funds side by side · dividends reinvested

IDU and JEPI

IDUiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,157IDU · best of the two

02 / 04

IDU and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.3

iShares U.S. Utilities ETFSectors · Utilities0.37%2.31%+4.6%+2.0%+17.4%+8.7%−15.3%14.9%$1.4B1.8

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: IDU 2000 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Utilities ETF · $1.4B$15,157

IDU

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

IDUMeasureJEPI

+4.6%Year to dateJan 1 → Nov 4+8.8%

+2.0%1 yearTotal return+11.9%

+17.4%3 years · per year$10,000 became $16,185 · $14,269+12.6%

+8.7%5 years · per year$10,000 became $15,157 · $14,635+7.9%

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

2.31%Trailing 12-mo yield$231 · $783 a year on $10k7.83%

−15.3%Worst dropSmaller is better−6.7%

14.9%VolatilityLower is calmer8.1%

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

2–6JEPI wins

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

More Ways to See the Pairs

IDU vs JEPI: Top 5 Holdings

Today

IDU

34.4%in top 5

JEPI

in top 59.5%

IDUStockJEPI

10.9%NEE1.8%

6.7%SOnot top 5

6.1%DUKnot top 5

5.4%WMnot top 5

5.2%CEGnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

Held in common4.9%

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

IDU vs JEPI Returns, Every Period

iSharesIDU

+8.7%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

IDUJEPIFaded: behind in that period

2–2Level

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

Sector vs Income: IDU vs JEPI

YTD

iSharesIDU

+4.6%

JEPIJ.P. Morgan

+8.8%

+4.6%Year to date+8.8%

−15.3%Worst drop · 1Y−6.7%

14.9%Volatility · 1Y8.1%

2.3%Yield7.8%

$1.4BAssets$46.0B

4–0JEPI wins

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

Cost, Income and Risk

Fees: IDU, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IDU0.37%$37

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

Yields: IDU, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IDU2.31%$231

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IDU$231 − $37 = $194

KeptFee

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

Overlap: IDU, JEPI

Today

4.9%most shared, IDU and JEPI

IDUJEPI

IDU—4.9%

JEPI4.9%—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

IDUWorst drop−15.3%14.9% vol

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

Paid More vs Made More

YTD

JEPIIDU

+8.8%Year to date+4.6%

7.8%Yield2.3%

+11.9%Past year+2.0%

0.35%Fee0.37%

4–0JEPI 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