Compare INRO and JEPQ

INRO and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Industry Rotation Active ETFUS Stock Styles · Large cap0.42%0.62%+9.1%+9.7%[…][…]−9.3%15.4%$543M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: INRO 2024 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Industry Rotation Active ETF · $543M[…]

INRO

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 47.5% in common

INROMeasureJEPQ

+9.1%Year to dateJan 1 → Nov 6+3.2%

+9.7%1 yearTotal return+4.5%

[…]3 years · per year$10,000 became […] · $16,202+17.4%

[…]5 years · per year[…]

0.42%Expense ratio$42 · $35 a year on $10k · lower is better0.35%

0.62%Trailing 12-mo yield$62 · $1,279 a year on $10k12.79%

−9.3%Worst dropSmaller is better−11.5%

15.4%VolatilityLower is calmer16.7%

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

4–2INRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

INRO vs JEPQ: Top 5 Holdings

Today

INRO

28.8%in top 5

JEPQ

in top 528.9%

INROStockJEPQ

8.8%AAPL7.4%

7.0%NVDA6.6%

6.4%MSFT6.1%

not top 5GOOG4.4%

3.9%AMZN4.4%

2.7%GOOGLnot top 5

Held in common47.5%

End-of-day Nov 6, 2026 · share of each fund

INRO vs JEPQ Returns, Every Period

1Y

iSharesINRO

+9.7%

past year

JEPQJ.P. Morgan

+4.5%

past year

INROJEPQFaded: behind in that period

2–0INRO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: INRO vs JEPQ

YTD

iSharesINRO

+9.1%

JEPQJ.P. Morgan

+3.2%

+9.1%Year to date+3.2%

−9.3%Worst drop · 1Y−11.5%

15.4%Volatility · 1Y16.7%

0.6%Yield12.8%

$543MAssets$42.6B

3–1INRO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INRO, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

INRO0.42%$42

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: INRO, JEPQ

1Y

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

INRO0.62%$62

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

INRO$62 − $42 = $20

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: INRO, JEPQ

Today

47.5%most shared, INRO and JEPQ

INROJEPQ

INRO—47.5%

JEPQ47.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.7%INRO, at 15.4% volatility

INROWorst drop−9.3%15.4% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQINRO

+3.2%Year to date+9.1%

12.8%Yield0.6%

+4.5%Past year+9.7%

0.35%Fee0.42%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026