Compare · 2 funds side by side · dividends reinvested

IOO and JEPQ

IOOiShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,538IOO · best of the two

02 / 04

IOO and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global 100 ETFInternational · Global0.40%0.81%+14.0%+14.6%+27.2%+15.5%−9.9%14.7%$9.0B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IOO 2000 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global 100 ETF · $9.0B$20,538

IOO

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 35.4% in common

IOOMeasureJEPQ

+14.0%Year to dateJan 1 → Nov 4+8.5%

+14.6%1 yearTotal return+9.3%

+27.2%3 years · per year$10,000 became $20,582 · $17,406+20.3%

+15.5%5 years · per year$10,000 became $20,538 · […][…]

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

0.81%Trailing 12-mo yield$81 · $1,217 a year on $10k12.17%

−9.9%Worst dropSmaller is better−8.8%

14.7%VolatilityLower is calmer15.5%

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

4–3IOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IOO vs JEPQ: Top 5 Holdings

Today

IOO

44.1%in top 5

JEPQ

in top 527.9%

IOOStockJEPQ

12.4%NVDA7.1%

12.0%AAPL6.8%

9.6%MSFT5.6%

6.1%AMZNnot top 5

not top 5MU4.2%

not top 5GOOG4.1%

4.1%GOOGLnot top 5

Held in common35.4%

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

IOO vs JEPQ Returns, Every Period

iSharesIOO

+14.6%

past year

JEPQJ.P. Morgan

+9.3%

past year

IOOJEPQFaded: behind in that period

3–0IOO wins

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

International vs Income: IOO vs JEPQ

YTD

iSharesIOO

+14.0%

JEPQJ.P. Morgan

+8.5%

+14.0%Year to date+8.5%

−9.9%Worst drop · 1Y−8.8%

14.7%Volatility · 1Y15.5%

0.8%Yield12.2%

$9.0BAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: IOO, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

IOO0.40%$40

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

Yields: IOO, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

IOO0.81%$81

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IOO$81 − $40 = $41

KeptFee

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

Overlap: IOO, JEPQ

Today

35.4%most shared, IOO and JEPQ

IOOJEPQ

IOO—35.4%

JEPQ35.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.6%IOO, at 14.7% volatility

IOOWorst drop−9.9%14.7% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQIOO

+8.5%Year to date+14.0%

12.2%Yield0.8%

+9.3%Past year+14.6%

0.35%Fee0.40%

2–2level

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