Compare · 3 funds side by side · dividends reinvested

IGE, JEPQ and JEPI

IGEiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,384IGE · best of the three

02 / 04

IGE, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

iShares North American Natural Resources ETFUS Stock Styles · Large cap0.37%1.87%+29.9%+37.7%+20.2%+17.5%−11.5%17.3%$810M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IGE 2001 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares North American Natural Resources ETF · $810M$22,384

IGE

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

IGEMeasureJEPQ

+29.9%Year to dateJan 1 → Nov 3+7.5%

+37.7%1 yearTotal return+8.6%

+20.2%3 years · per year$10,000 became $17,376 · $17,450+20.4%

+17.5%5 years · per year$10,000 became $22,384 · […][…]

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

1.87%Trailing 12-mo yield$187 · $1,228 a year on $10k12.28%

−11.5%Worst dropSmaller is better−8.8%

17.3%VolatilityLower is calmer15.5%

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

2–5JEPQ wins

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

More Ways to See the Pairs

IGE vs JEPQ: Top 5 Holdings

Today

IGE

32.4%in top 5

JEPQ

in top 527.5%

IGEStockJEPQ

11.3%XOMnot top 5

11.0%CVXnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

4.4%COPnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

3.0%MPCnot top 5

2.8%CNQnot top 5

Held in common0.3%

End-of-day Nov 3, 2026 · share of each fund

IGE vs JEPQ Returns, Every Period

iSharesIGE

+37.7%

past year

JEPQJ.P. Morgan

+8.6%

past year

IGEJEPQFaded: behind in that period

2–1IGE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IGE vs JEPQ

YTD

iSharesIGE

+29.9%

JEPQJ.P. Morgan

+7.5%

+29.9%Year to date+7.5%

−11.5%Worst drop · 1Y−8.8%

17.3%Volatility · 1Y15.5%

1.9%Yield12.3%

$810MAssets$41.8B

3–1JEPQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IGE, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

IGE0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IGE, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

IGE1.87%$187

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

IGE$187 − $37 = $150

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IGE, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

IGEJEPQJEPI

IGE—0.3%3.3%

JEPQ0.3%—26.6%

JEPI3.3%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.7%IGE, at 17.3% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

IGEWorst drop−11.5%17.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIGE

+7.5%Year to date+29.9%

12.3%Yield1.9%

+8.6%Past year+37.7%

0.35%Fee0.37%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026