Compare · 2 funds side by side · dividends reinvested

IUSV and JEPI

IUSViShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,003IUSV · best of the two

02 / 04

IUSV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.65%+12.9%+15.9%+18.3%+11.2%−6.4%10.2%$28.4B1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: IUSV 2000 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Value ETF · $28.4B$17,003

IUSV

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested · they hold 30.6% in common

IUSVMeasureJEPI

+12.9%Year to dateJan 1 → Nov 5+5.2%

+15.9%1 yearTotal return+8.3%

+18.3%3 years · per year$10,000 became $16,565 · $13,674+11.0%

+11.2%5 years · per year$10,000 became $17,003 · $14,108+7.1%

0.04%Expense ratio$4 · $35 a year on $10k · lower is better0.35%

1.65%Trailing 12-mo yield$165 · $809 a year on $10k8.09%

−6.4%Worst dropSmaller is better−6.7%

10.2%VolatilityLower is calmer8.8%

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

6–2IUSV wins

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

More Ways to See the Pairs

IUSV vs JEPI: Top 5 Holdings

Today

IUSV

16.8%in top 5

JEPI

in top 59.9%

IUSVStockJEPI

7.8%AAPL1.9%

3.7%AMZNnot top 5

2.1%XOMnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5V1.9%

1.8%WMTnot top 5

1.4%COSTnot top 5

Held in common30.6%

End-of-day Nov 5, 2026 · share of each fund

IUSV vs JEPI Returns, Every Period

iSharesIUSV

+11.2%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

IUSVJEPIFaded: behind in that period

4–0IUSV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IUSV vs JEPI

YTD

iSharesIUSV

+12.9%

JEPIJ.P. Morgan

+5.2%

+12.9%Year to date+5.2%

−6.4%Worst drop · 1Y−6.7%

10.2%Volatility · 1Y8.8%

1.6%Yield8.1%

$28.4BAssets$46.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUSV, JEPI

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IUSV, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IUSV1.65%$165

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IUSV$165 − $4 = $161

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IUSV, JEPI

Today

30.6%most shared, IUSV and JEPI

IUSVJEPI

IUSV—30.6%

JEPI30.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%IUSV, at 10.2% volatility

JEPIWorst drop−6.7%8.8% vol

IUSVWorst drop−6.4%10.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIUSV

+5.2%Year to date+12.9%

8.1%Yield1.6%

+8.3%Past year+15.9%

0.35%Fee0.04%

3–1IUSV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026