Compare · 2 funds side by side · dividends reinvested

IJS and JEPI

IJSiShares×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD−0.4%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,510JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the two · RiskSmallest drop

IJS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.39%+18.1%+20.1%+16.7%+5.9%−9.3%16.3%$7.8B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B1.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: IJS 2000 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $46.8B$14,510

JEPI

IJS

iShares S&P Small-Cap 600 Value ETF · $7.8B$13,344

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JEPIMeasureIJS

+8.3%

More Ways to See the Pairs

JEPI vs IJS: Top 5 Holdings

Today

JEPI

9.7%in top 5

IJS

in top 54.8%

JEPIStockIJS

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%MSFTnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: IJS, JEPI

Today

0.18%lowest, IJS

FundExpense ratioFee$10k

IJS0.18%$18

JEPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IJS, JEPI

1Y

7.86%highest, JEPI

FundTrailing yieldYield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+18.1%

+10.1%1 yearTotal return+20.1%

+11.1%3 years · per year$10,000 became $13,724 · $15,911+16.7%

+7.7%5 years · per year$10,000 became $14,510 · $13,344+5.9%

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

7.86%Trailing 12-mo yield$786 · $139 a year on $10k1.39%

−6.7%Worst dropSmaller is better−9.3%

9.0%VolatilityLower is calmer16.3%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MTCH1.0%

not top 5PAYC1.0%

not top 5VSXY0.9%

not top 5JXN0.9%

not top 5EPAM0.9%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

JEPI vs IJS Returns, Every Period

5Y

J.P. MorganJEPI

+7.7%

5 years, per year

IJSiShares

+5.9%

5 years, per year

JEPIIJSFaded: behind in that period

1–3IJS wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPI vs IJS

YTD

J.P. MorganJEPI

+8.3%

IJSiShares

+18.1%

+8.3%Year to date+18.1%

−6.7%Worst drop · 1Y−9.3%

9.0%Volatility · 1Y16.3%

7.9%Yield1.4%

$46.8BAssets$7.8B

3–1JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

JEPI7.86%$786

IJS1.39%$139

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

IJS$139 − $18 = $121

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IJS, JEPI

Today

0.0%most shared, IJS and JEPI

IJSJEPI

IJS—0.0%

JEPI0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.1%IJS, at 16.3% volatility

JEPIWorst drop−6.7%9.0% vol

IJSWorst drop−9.3%16.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIJS

+8.3%Year to date+18.1%

7.9%Yield1.4%

+10.1%Past year+20.1%

0.35%Fee0.18%

3–1IJS wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

IJS and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two