Compare · 2 funds side by side · dividends reinvested

IHF and JEPI

IHFiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

IHF and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.3

iShares U.S. Healthcare Providers ETFSectors · Health care0.37%0.92%+24.9%+23.4%+7.2%+2.2%−18.3%20.2%$1.5B1.8

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: IHF 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Healthcare Providers ETF · $1.5B$11,176

IHF

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

IHFMeasureJEPI

+24.9%Year to dateJan 1 → Nov 5+5.2%

+23.4%1 yearTotal return+8.3%

+7.2%3 years · per year$10,000 became $12,311 · $13,674+11.0%

+2.2%5 years · per year$10,000 became $11,176 · $14,108+7.1%

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

0.92%Trailing 12-mo yield$92 · $809 a year on $10k8.09%

−18.3%Worst dropSmaller is better−6.7%

20.2%VolatilityLower is calmer8.8%

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

2–6JEPI wins

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

More Ways to See the Pairs

IHF vs JEPI: Top 5 Holdings

Today

IHF

51.9%in top 5

JEPI

in top 59.9%

IHFStockJEPI

21.9%UNHnot top 5

10.4%CVSnot top 5

9.5%ELVnot top 5

5.1%HCAnot top 5

5.0%VEEVnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common1.0%

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

IHF vs JEPI Returns, Every Period

iSharesIHF

+2.2%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

IHFJEPIFaded: behind in that period

2–2Level

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

Sector vs Income: IHF vs JEPI

YTD

iSharesIHF

+24.9%

JEPIJ.P. Morgan

+5.2%

+24.9%Year to date+5.2%

−18.3%Worst drop · 1Y−6.7%

20.2%Volatility · 1Y8.8%

0.9%Yield8.1%

$1.5BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: IHF, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IHF0.37%$37

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

Yields: IHF, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IHF0.92%$92

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IHF$92 − $37 = $55

KeptFee

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

Overlap: IHF, JEPI

Today

1.0%most shared, IHF and JEPI

IHFJEPI

IHF—1.0%

JEPI1.0%—

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

Return vs Bumpiness: 2 ETFs

+23.4%IHF, at 20.2% volatility

JEPIWorst drop−6.7%8.8% vol

IHFWorst drop−18.3%20.2% vol

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

Paid More vs Made More

YTD

JEPIIHF

+5.2%Year to date+24.9%

8.1%Yield0.9%

+8.3%Past year+23.4%

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