Compare · 3 funds side by side · dividends reinvested

IOO, JEPQ and JEPI

IOOiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,135IOO · best of the three

02 / 04

IOO, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global 100 ETFInternational · Global0.40%0.83%+11.3%+12.3%+26.8%+15.0%−9.9%14.5%$9.0B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IOO 2000 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global 100 ETF · $9.0B$20,135

IOO

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 34.9% in common

IOOMeasureJEPQ

+11.3%Year to dateJan 1 → Nov 3+7.5%

+12.3%1 yearTotal return+8.6%

+26.8%3 years · per year$10,000 became $20,410 · $17,450+20.4%

+15.0%5 years · per year$10,000 became $20,135 · […][…]

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

0.83%Trailing 12-mo yield$83 · $1,228 a year on $10k12.28%

−9.9%Worst dropSmaller is better−8.8%

14.5%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 3, 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

44.0%in top 5

JEPQ

in top 527.5%

IOOStockJEPQ

12.4%AAPL6.9%

12.2%NVDA6.9%

9.5%MSFT5.5%

5.8%AMZNnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

4.0%GOOGLnot top 5

Held in common34.9%

End-of-day Nov 3, 2026 · share of each fund

IOO vs JEPQ Returns, Every Period

iSharesIOO

+12.3%

past year

JEPQJ.P. Morgan

+8.6%

past year

IOOJEPQFaded: behind in that period

3–0IOO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

International vs Income: IOO vs JEPQ

YTD

iSharesIOO

+11.3%

JEPQJ.P. Morgan

+7.5%

+11.3%Year to date+7.5%

−9.9%Worst drop · 1Y−8.8%

14.5%Volatility · 1Y15.5%

0.8%Yield12.3%

$9.0BAssets$41.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IOO, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

IOO0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IOO, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

IOO0.83%$83

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

IOO$83 − $40 = $43

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IOO, JEPQ, JEPI

Today

34.9%most shared, IOO and JEPQ

IOOJEPQJEPI

IOO—34.9%22.5%

JEPQ34.9%—26.6%

JEPI22.5%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.3%IOO, at 14.5% volatility

JEPIWorst drop−6.7%7.9% vol

IOOWorst drop−9.9%14.5% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIOO

+7.5%Year to date+11.3%

12.3%Yield0.8%

+8.6%Past year+12.3%

0.35%Fee0.40%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026