Compare · 2 funds side by side · dividends reinvested

IFGL and JEPI

IFGLiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,448JEPI · best of the two

02 / 04

IFGL and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.0

iShares International Developed Real Estate ETFSectors · Real estate0.50%4.38%−3.1%−0.2%+8.6%−2.6%−18.1%14.4%$83M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IFGL 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares International Developed Real Estate ETF · $83M$8,777

IFGL

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IFGLMeasureJEPI

−3.1%Year to dateJan 1 → Nov 9+7.5%

−0.2%1 yearTotal return+10.9%

+8.6%3 years · per year$10,000 became $12,802 · $13,679+11.0%

−2.6%5 years · per year$10,000 became $8,777 · $14,448+7.6%

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

4.38%Trailing 12-mo yield$438 · $793 a year on $10k7.93%

−18.1%Worst dropSmaller is better−6.7%

14.4%VolatilityLower is calmer9.0%

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

0–8JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IFGL vs JEPI: Top 5 Holdings

Today

IFGL

18.8%in top 5

JEPI

in top 59.9%

IFGLStockJEPI

5.7%GMG.AXnot top 5

4.0%8802.Tnot top 5

3.9%8801.Tnot top 5

2.8%0016.HKnot top 5

2.4%SGRO.Lnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IFGL vs JEPI Returns, Every Period

iSharesIFGL

−2.6%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

IFGLJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Income: IFGL vs JEPI

YTD

iSharesIFGL

−3.1%

JEPIJ.P. Morgan

+7.5%

−3.1%Year to date+7.5%

−18.1%Worst drop · 1Y−6.7%

14.4%Volatility · 1Y9.0%

4.4%Yield7.9%

$82.6MAssets$45.2B

4–0JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IFGL, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IFGL0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IFGL, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

IFGL4.38%$438

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

IFGL$438 − $50 = $388

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IFGL, JEPI

Today

0.0%most shared, IFGL and JEPI

IFGLJEPI

IFGL—0.0%

JEPI0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.9%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

IFGLWorst drop−18.1%14.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIFGL

+7.5%Year to date−3.1%

7.9%Yield4.4%

+10.9%Past year−0.2%

0.35%Fee0.50%

4–0JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026