Compare · 2 funds side by side · dividends reinvested

IGF and JEPI

IGFiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,886IGF · best of the two

02 / 04

IGF and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Infrastructure ETFThematic · Infrastructure0.37%2.94%+8.5%+10.9%+20.5%+9.7%−10.4%11.2%$10.9B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: IGF 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Infrastructure ETF · $10.9B$15,886

IGF

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

IGFMeasureJEPI

+8.5%Year to dateJan 1 → Nov 3+7.0%

+10.9%1 yearTotal return+9.8%

+20.5%3 years · per year$10,000 became $17,513 · $14,201+12.4%

+9.7%5 years · per year$10,000 became $15,886 · $14,322+7.4%

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

2.94%Trailing 12-mo yield$294 · $796 a year on $10k7.96%

−10.4%Worst dropSmaller is better−6.7%

11.2%VolatilityLower is calmer7.9%

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

4–4Level

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

More Ways to See the Pairs

IGF vs JEPI: Top 5 Holdings

Today

IGF

22.7%in top 5

JEPI

in top 59.5%

IGFStockJEPI

4.9%TCL.AXnot top 5

4.9%AENA.MCnot top 5

4.8%NEE1.8%

4.1%IBE.MCnot top 5

4.0%PACnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

Held in common4.7%

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

IGF vs JEPI Returns, Every Period

iSharesIGF

+9.7%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

IGFJEPIFaded: behind in that period

4–0IGF wins

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

Thematic vs Income: IGF vs JEPI

YTD

iSharesIGF

+8.5%

JEPIJ.P. Morgan

+7.0%

+8.5%Year to date+7.0%

−10.4%Worst drop · 1Y−6.7%

11.2%Volatility · 1Y7.9%

2.9%Yield8.0%

$10.9BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: IGF, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IGF0.37%$37

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

Yields: IGF, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

IGF2.94%$294

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

IGF$294 − $37 = $257

KeptFee

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

Overlap: IGF, JEPI

Today

4.7%most shared, IGF and JEPI

IGFJEPI

IGF—4.7%

JEPI4.7%—

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

Return vs Bumpiness: 2 ETFs

+10.9%IGF, at 11.2% volatility

JEPIWorst drop−6.7%7.9% vol

IGFWorst drop−10.4%11.2% vol

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

Paid More vs Made More

YTD

JEPIIGF

+7.0%Year to date+8.5%

8.0%Yield2.9%

+9.8%Past year+10.9%

0.35%Fee0.37%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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