Compare · 2 funds side by side · dividends reinvested

IPAV and JEPI

IPAVGlobal X×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

IPAV 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%$46.0B1.0

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.57%+3.7%+7.6%[…][…]−17.2%19.2%$6M2.0

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: IPAV 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Global X Infrastructure Development ex-U.S. ETF · $6M[…]

IPAV

JEPI

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

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

IPAVMeasureJEPI

+3.7%Year to dateJan 1 → Nov 4+8.8%

+7.6%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.55%Expense ratio$55 · $35 a year on $10k · lower is better0.35%

1.57%Trailing 12-mo yield$157 · $783 a year on $10k7.83%

−17.2%Worst dropSmaller is better−6.7%

19.2%VolatilityLower is calmer8.1%

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

0–6JEPI wins

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

More Ways to See the Pairs

IPAV vs JEPI: Top 5 Holdings

Today

IPAV

17.0%in top 5

JEPI

in top 59.5%

IPAVStockJEPI

3.7%CNR.TOnot top 5

3.6%CP.TOnot top 5

3.4%LT.NSnot top 5

3.1%5401.Tnot top 5

3.1%HOLN.SWnot 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

IPAV vs JEPI Returns, Every Period

Global XIPAV

+7.6%

past year

JEPIJ.P. Morgan

+11.9%

past year

IPAVJEPIFaded: behind in that period

0–2JEPI wins

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

Thematic vs Income: IPAV vs JEPI

YTD

Global XIPAV

+3.7%

JEPIJ.P. Morgan

+8.8%

+3.7%Year to date+8.8%

−17.2%Worst drop · 1Y−6.7%

19.2%Volatility · 1Y8.1%

1.6%Yield7.8%

$6.0MAssets$46.0B

4–0JEPI wins

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

Cost, Income and Risk

Fees: IPAV, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IPAV0.55%$55

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

Yields: IPAV, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IPAV1.57%$157

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IPAV$157 − $55 = $102

KeptFee

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

Overlap: IPAV, JEPI

Today

0.0%most shared, IPAV and JEPI

IPAVJEPI

IPAV—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

IPAVWorst drop−17.2%19.2% vol

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

Paid More vs Made More

YTD

JEPIIPAV

+8.8%Year to date+3.7%

7.8%Yield1.6%

+11.9%Past year+7.6%

0.35%Fee0.55%

4–0JEPI 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