Compare · 3 funds side by side · dividends reinvested

IJS, JEPQ and JEPI

IJSiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

IJS, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.7

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.42%+16.2%+21.7%+18.0%+6.4%−9.3%16.3%$7.8B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.0

Rank among the three1st → 3rdFee, 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: IJS 2000 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Value ETF · $7.8B$13,664

IJS

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

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

IJSMeasureJEPQ

+16.2%Year to dateJan 1 → Nov 5+8.5%

+21.7%1 yearTotal return+9.3%

+18.0%3 years · per year$10,000 became $16,426 · $17,406+20.3%

+6.4%5 years · per year$10,000 became $13,664 · […][…]

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

1.42%Trailing 12-mo yield$142 · $1,217 a year on $10k12.17%

−9.3%Worst dropSmaller is better−8.8%

16.3%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

IJS vs JEPQ: Top 5 Holdings

Today

IJS

4.7%in top 5

JEPQ

in top 528.3%

IJSStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

1.1%PAYCnot top 5

1.0%MTCHnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

0.8%POOLnot top 5

Held in common0.0%

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

IJS vs JEPQ Returns, Every Period

iSharesIJS

+21.7%

past year

JEPQJ.P. Morgan

+9.3%

past year

IJSJEPQFaded: behind in that period

2–1IJS wins

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

Stocks vs Income: IJS vs JEPQ

YTD

iSharesIJS

+16.2%

JEPQJ.P. Morgan

+8.5%

+16.2%Year to date+8.5%

−9.3%Worst drop · 1Y−8.8%

16.3%Volatility · 1Y15.5%

1.4%Yield12.2%

$7.8BAssets$42.1B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: IJS, JEPQ, JEPI

Today

0.18%lowest, IJS

FundExpense ratioFee$10k

IJS0.18%$18

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: IJS, JEPQ, JEPI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JEPI8.09%$809

IJS1.42%$142

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

JEPI$809 − $35 = $774

IJS$142 − $18 = $124

KeptFee

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

Overlap: IJS, JEPQ, JEPI

Today

27.0%most shared, JEPQ and JEPI

IJSJEPQJEPI

IJS—0.0%0.0%

JEPQ0.0%—27.0%

JEPI0.0%27.0%—

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

Return vs Bumpiness: 3 ETFs

+21.7%IJS, at 16.3% volatility

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−8.8%15.5% vol

IJSWorst drop−9.3%16.3% vol

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

Paid More vs Made More

YTD

JEPQIJS

+8.5%Year to date+16.2%

12.2%Yield1.4%

+9.3%Past year+21.7%

0.35%Fee0.18%

3–1IJS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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