Compare · 2 funds side by side · dividends reinvested

INDY and JEPI

INDYiShares×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

INDY 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 India 50 ETFInternational · Region & country0.65%9.18%−9.3%−8.9%+3.3%+0.5%−19.1%15.7%$566M1.9

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: INDY 2009 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares India 50 ETF · $566M$10,229

INDY

JEPI

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

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

INDYMeasureJEPI

−9.3%Year to dateJan 1 → Nov 4+8.8%

−8.9%1 yearTotal return+11.9%

+3.3%3 years · per year$10,000 became $11,037 · $14,269+12.6%

+0.5%5 years · per year$10,000 became $10,229 · $14,635+7.9%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

9.18%Trailing 12-mo yield$918 · $783 a year on $10k7.83%

−19.1%Worst dropSmaller is better−6.7%

15.7%VolatilityLower is calmer8.1%

INDYJEPI 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

INDY vs JEPI: Top 5 Holdings

Today

INDY

37.2%in top 5

JEPI

in top 59.5%

INDYStockJEPI

10.1%HDFCBANKnot top 5

9.3%ICICIBANnot top 5

7.9%RELIANCEnot top 5

5.7%BHARTIARnot top 5

4.2%LT.NSnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common0.0%

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

INDY vs JEPI Returns, Every Period

iSharesINDY

+0.5%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

INDYJEPIFaded: behind in that period

0–4JEPI wins

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

International vs Income: INDY vs JEPI

YTD

iSharesINDY

−9.3%

JEPIJ.P. Morgan

+8.8%

−9.3%Year to date+8.8%

−19.1%Worst drop · 1Y−6.7%

15.7%Volatility · 1Y8.1%

9.2%Yield7.8%

$566MAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: INDY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

INDY0.65%$65

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

Yields: INDY, JEPI

9.18%highest, INDY

FundTrailing yieldYield$10k

INDY9.18%$918

JEPI7.83%$783

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

Income After Fees on $10,000

$853most kept, INDY

INDY$918 − $65 = $853

JEPI$783 − $35 = $748

KeptFee

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

Overlap: INDY, JEPI

Today

0.0%most shared, INDY and JEPI

INDYJEPI

INDY—0.0%

JEPI0.0%—

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

INDYWorst drop−19.1%15.7% vol

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

Paid More vs Made More

YTD

INDYJEPI

−9.3%Year to date+8.8%

9.2%Yield7.8%

−8.9%Past year+11.9%

0.65%Fee0.35%

3–1JEPI 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