Compare · 2 funds side by side · dividends reinvested

IHE and JEPI

IHEiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,460IHE · best of the two

02 / 04

IHE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Pharmaceuticals ETFSectors · Health care0.37%1.36%+25.6%+41.2%+25.7%+13.0%−9.7%19.0%$1.7B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$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 5, 2026 · returns include dividends · since: IHE 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Pharmaceuticals ETF · $1.7B$18,460

IHE

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

IHEMeasureJEPI

+25.6%Year to dateJan 1 → Nov 5+5.2%

+41.2%1 yearTotal return+8.3%

+25.7%3 years · per year$10,000 became $19,844 · $13,674+11.0%

+13.0%5 years · per year$10,000 became $18,460 · $14,108+7.1%

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

1.36%Trailing 12-mo yield$136 · $809 a year on $10k8.09%

−9.7%Worst dropSmaller is better−6.7%

19.0%VolatilityLower is calmer8.8%

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

4–4Level

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

More Ways to See the Pairs

IHE vs JEPI: Top 5 Holdings

Today

IHE

62.8%in top 5

JEPI

in top 59.9%

IHEStockJEPI

26.5%LLYnot top 5

21.8%JNJnot top 5

5.1%ZTSnot top 5

4.7%RPRXnot top 5

4.7%PFEnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common4.0%

End-of-day Nov 5, 2026 · share of each fund

IHE vs JEPI Returns, Every Period

iSharesIHE

+13.0%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

IHEJEPIFaded: behind in that period

4–0IHE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: IHE vs JEPI

YTD

iSharesIHE

+25.6%

JEPIJ.P. Morgan

+5.2%

+25.6%Year to date+5.2%

−9.7%Worst drop · 1Y−6.7%

19.0%Volatility · 1Y8.8%

1.4%Yield8.1%

$1.7BAssets$46.1B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IHE, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IHE0.37%$37

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IHE, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IHE1.36%$136

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IHE$136 − $37 = $99

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IHE, JEPI

Today

4.0%most shared, IHE and JEPI

IHEJEPI

IHE—4.0%

JEPI4.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.2%IHE, at 19.0% volatility

JEPIWorst drop−6.7%8.8% vol

IHEWorst drop−9.7%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIHE

+5.2%Year to date+25.6%

8.1%Yield1.4%

+8.3%Past year+41.2%

0.35%Fee0.37%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026