Compare · 3 funds side by side · dividends reinvested

IVE, JEPQ and JEPI

IVEiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,232IVE · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

IVE, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.50%+14.8%+17.6%+17.3%+11.5%−6.2%10.2%$51.3B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: IVE 2000 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares S&P 500 Value ETF · $51.3B$17,232

IVE

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 30.4% in common

IVE

More Ways to See the Pairs

IVE vs JEPQ: Top 5 Holdings

Today

IVE

18.0%in top 5

JEPQ

in top 528.0%

IVEStockJEPQ

8.4%AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

4.0%AMZN4.3%

not top 5GOOG

Cost, Income and Risk

Fees: IVE, JEPQ, JEPI

Today

0.18%lowest, IVE

FundExpense ratioFee$10k

IVE0.18%$18

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: IVE, JEPQ, JEPI

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

JEPQ

+14.8%Year to dateJan 1 → Nov 10+6.0%

+17.6%1 yearTotal return+8.8%

+17.3%3 years · per year$10,000 became $16,153 · $16,284+17.6%

+11.5%5 years · per year$10,000 became $17,232 · […][…]

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

1.50%Trailing 12-mo yield$150 · $1,245 a year on $10k12.45%

−6.2%Worst dropSmaller is better−11.5%

10.2%VolatilityLower is calmer16.9%

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

5–2IVE wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

2.2%XOMnot top 5

1.8%WMTnot top 5

1.5%COSTnot top 5

Held in common30.4%

End-of-day Nov 10, 2026 · share of each fund

IVE vs JEPQ Returns, Every Period

1Y

iSharesIVE

+17.6%

past year

JEPQJ.P. Morgan

+8.8%

past year

IVEJEPQFaded: behind in that period

2–1IVE wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs Income: IVE vs JEPQ

YTD

iSharesIVE

+14.8%

JEPQJ.P. Morgan

+6.0%

+14.8%Year to date+6.0%

−6.2%Worst drop · 1Y−11.5%

10.2%Volatility · 1Y16.9%

1.5%Yield12.4%

$51.3BAssets$40.7B

3–1IVE wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

JEPI7.92%$792

IVE1.50%$150

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

JEPI$792 − $35 = $757

IVE$150 − $18 = $132

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IVE, JEPQ, JEPI

Today

32.0%most shared, IVE and JEPI

IVEJEPQJEPI

IVE—30.4%32.0%

JEPQ30.4%—27.8%

JEPI32.0%27.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.6%IVE, at 10.2% volatility

JEPIWorst drop−6.7%9.0% vol

IVEWorst drop−6.2%10.2% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIVE

+6.0%Year to date+14.8%

12.4%Yield1.5%

+8.8%Past year+17.6%

0.35%Fee0.18%

3–1IVE wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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IVE, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three