Compare · 2 funds side by side · dividends reinvested

IGE and JEPI

IGEiShares×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,433IGE · best of the two

02 / 04

IGE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares North American Natural Resources ETFUS Stock Styles · Large cap0.37%1.91%+27.2%+34.9%+19.3%+17.5%−11.5%17.4%$797M1.5

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: IGE 2001 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares North American Natural Resources ETF · $797M$22,433

IGE

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

IGEMeasureJEPI

+27.2%Year to dateJan 1 → Nov 4+8.8%

+34.9%1 yearTotal return+11.9%

+19.3%3 years · per year$10,000 became $16,978 · $14,269+12.6%

+17.5%5 years · per year$10,000 became $22,433 · $14,635+7.9%

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

1.91%Trailing 12-mo yield$191 · $783 a year on $10k7.83%

−11.5%Worst dropSmaller is better−6.7%

17.4%VolatilityLower is calmer8.1%

IGEJEPI 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

IGE vs JEPI: Top 5 Holdings

Today

IGE

32.0%in top 5

JEPI

in top 59.5%

IGEStockJEPI

11.1%XOMnot top 5

10.9%CVXnot top 5

4.3%COPnot top 5

3.0%MPCnot top 5

2.8%NEMnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common3.3%

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

IGE vs JEPI Returns, Every Period

iSharesIGE

+17.5%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

IGEJEPIFaded: behind in that period

4–0IGE wins

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

Stocks vs Income: IGE vs JEPI

YTD

iSharesIGE

+27.2%

JEPIJ.P. Morgan

+8.8%

+27.2%Year to date+8.8%

−11.5%Worst drop · 1Y−6.7%

17.4%Volatility · 1Y8.1%

1.9%Yield7.8%

$797MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: IGE, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IGE0.37%$37

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

Yields: IGE, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IGE1.91%$191

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IGE$191 − $37 = $154

KeptFee

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

Overlap: IGE, JEPI

Today

3.3%most shared, IGE and JEPI

IGEJEPI

IGE—3.3%

JEPI3.3%—

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

Return vs Bumpiness: 2 ETFs

+34.9%IGE, at 17.4% volatility

JEPIWorst drop−6.7%8.1% vol

IGEWorst drop−11.5%17.4% vol

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

Paid More vs Made More

YTD

JEPIIGE

+8.8%Year to date+27.2%

7.8%Yield1.9%

+11.9%Past year+34.9%

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