Compare · 2 funds side by side · dividends reinvested

IGV and JEPI

IGViShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

IGV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.1

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−2.0%−10.5%+15.8%+3.8%−35.5%32.7%$12.8B1.9

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: IGV 2001 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech-Software Sector ETF · $12.8B$12,032

IGV

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

IGVMeasureJEPI

−2.0%Year to dateJan 1 → Nov 4+8.8%

−10.5%1 yearTotal return+11.9%

+15.8%3 years · per year$10,000 became $15,526 · $14,269+12.6%

+3.8%5 years · per year$10,000 became $12,032 · $14,635+7.9%

0.38%Expense ratio$38 · $35 a year on $10k · lower is better0.35%

0.02%Trailing 12-mo yield$2 · $783 a year on $10k7.83%

−35.5%Worst dropSmaller is better−6.7%

32.7%VolatilityLower is calmer8.1%

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

1–7JEPI wins

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

More Ways to See the Pairs

IGV vs JEPI: Top 5 Holdings

Today

IGV

41.6%in top 5

JEPI

in top 59.5%

IGVStockJEPI

8.9%MSFT1.9%

8.8%PANWnot top 5

8.7%PLTRnot top 5

8.5%CRWDnot top 5

6.6%ORCLnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common3.2%

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

IGV vs JEPI Returns, Every Period

iSharesIGV

+3.8%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

IGVJEPIFaded: behind in that period

1–3JEPI wins

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

Thematic vs Income: IGV vs JEPI

YTD

iSharesIGV

−2.0%

JEPIJ.P. Morgan

+8.8%

−2.0%Year to date+8.8%

−35.5%Worst drop · 1Y−6.7%

32.7%Volatility · 1Y8.1%

0.0%Yield7.8%

$12.8BAssets$46.0B

4–0JEPI wins

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

Cost, Income and Risk

Fees: IGV, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IGV0.38%$38

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

Yields: IGV, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IGV0.02%$2

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IGV$2 − $38 = −$36

KeptFee

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

Overlap: IGV, JEPI

Today

3.2%most shared, IGV and JEPI

IGVJEPI

IGV—3.2%

JEPI3.2%—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

IGVWorst drop−35.5%32.7% vol

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

Paid More vs Made More

YTD

JEPIIGV

+8.8%Year to date−2.0%

7.8%Yield0.0%

+11.9%Past year−10.5%

0.35%Fee0.38%

4–0JEPI 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