Compare · 2 funds side by side · dividends reinvested

IFRA and JEPI

IFRAiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,812IFRA · best of the two

02 / 04

IFRA and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.75%+11.5%+12.3%+20.7%+12.2%−13.7%15.1%$4.1B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.6

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: IFRA 2018 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Infrastructure ETF · $4.1B$17,812

IFRA

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 5.5% in common

IFRAMeasureJEPI

+11.5%Year to dateJan 1 → Nov 4+8.8%

+12.3%1 yearTotal return+11.9%

+20.7%3 years · per year$10,000 became $17,580 · $14,269+12.6%

+12.2%5 years · per year$10,000 became $17,812 · $14,635+7.9%

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

1.75%Trailing 12-mo yield$175 · $783 a year on $10k7.83%

−13.7%Worst dropSmaller is better−6.7%

15.1%VolatilityLower is calmer8.1%

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

5–3IFRA wins

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

More Ways to See the Pairs

IFRA vs JEPI: Top 5 Holdings

Today

IFRA

18.8%in top 5

JEPI

in top 59.5%

IFRAStockJEPI

4.2%UNPnot top 5

4.1%NEE1.8%

3.8%PWRnot top 5

3.6%CSXnot top 5

3.1%CATnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

Held in common5.5%

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

IFRA vs JEPI Returns, Every Period

iSharesIFRA

+12.2%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

IFRAJEPIFaded: behind in that period

4–0IFRA wins

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

Thematic vs Income: IFRA vs JEPI

YTD

iSharesIFRA

+11.5%

JEPIJ.P. Morgan

+8.8%

+11.5%Year to date+8.8%

−13.7%Worst drop · 1Y−6.7%

15.1%Volatility · 1Y8.1%

1.8%Yield7.8%

$4.1BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: IFRA, JEPI

Today

0.30%lowest, IFRA

FundExpense ratioFee$10k

IFRA0.30%$30

JEPI0.35%$35

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

Yields: IFRA, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IFRA1.75%$175

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IFRA$175 − $30 = $145

KeptFee

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

Overlap: IFRA, JEPI

Today

5.5%most shared, IFRA and JEPI

IFRAJEPI

IFRA—5.5%

JEPI5.5%—

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

Return vs Bumpiness: 2 ETFs

+12.3%IFRA, at 15.1% volatility

JEPIWorst drop−6.7%8.1% vol

IFRAWorst drop−13.7%15.1% vol

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

Paid More vs Made More

YTD

JEPIIFRA

+8.8%Year to date+11.5%

7.8%Yield1.8%

+11.9%Past year+12.3%

0.35%Fee0.30%

3–1IFRA 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