Compare · 3 funds side by side · dividends reinvested

IUSV, JEPQ and JEPI

IUSViShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,016IUSV · best of the three

02 / 04

IUSV, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.1

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: IUSV 2000 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Value ETF · $28.4B$17,016

IUSV

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 28.9% in common

IUSVMeasureJEPQ

+13.8%Year to dateJan 1 → Nov 3+7.5%

+16.1%1 yearTotal return+8.6%

+19.5%3 years · per year$10,000 became $17,084 · $17,450+20.4%

+11.2%5 years · per year$10,000 became $17,016 · […][…]

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

1.64%Trailing 12-mo yield$164 · $1,228 a year on $10k12.28%

−6.4%Worst dropSmaller is better−8.8%

9.6%VolatilityLower is calmer15.5%

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

5–2IUSV wins

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

More Ways to See the Pairs

IUSV vs JEPQ: Top 5 Holdings

Today

IUSV

16.8%in top 5

JEPQ

in top 527.5%

IUSVStockJEPQ

7.8%AAPL6.9%

not top 5NVDA6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

3.4%AMZNnot top 5

2.4%XOMnot top 5

1.7%WMTnot top 5

1.4%CVXnot top 5

Held in common28.9%

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

IUSV vs JEPQ Returns, Every Period

iSharesIUSV

+16.1%

past year

JEPQJ.P. Morgan

+8.6%

past year

IUSVJEPQFaded: behind in that period

2–1IUSV wins

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

Stocks vs Income: IUSV vs JEPQ

YTD

iSharesIUSV

+13.8%

JEPQJ.P. Morgan

+7.5%

+13.8%Year to date+7.5%

−6.4%Worst drop · 1Y−8.8%

9.6%Volatility · 1Y15.5%

1.6%Yield12.3%

$28.4BAssets$41.8B

3–1IUSV wins

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

Cost, Income and Risk

Fees: IUSV, JEPQ, JEPI

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: IUSV, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

IUSV1.64%$164

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

IUSV$164 − $4 = $160

KeptFee

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

Overlap: IUSV, JEPQ, JEPI

Today

30.4%most shared, IUSV and JEPI

IUSVJEPQJEPI

IUSV—28.9%30.4%

JEPQ28.9%—26.6%

JEPI30.4%26.6%—

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

Return vs Bumpiness: 3 ETFs

+16.1%IUSV, at 9.6% volatility

JEPIWorst drop−6.7%7.9% vol

IUSVWorst drop−6.4%9.6% 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

JEPQIUSV

+7.5%Year to date+13.8%

12.3%Yield1.6%

+8.6%Past year+16.1%

0.35%Fee0.04%

3–1IUSV wins

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