Compare · 2 funds side by side · dividends reinvested

IXC and JEPI

IXCiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$23,972IXC · best of the two

02 / 04

IXC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Energy ETFSectors · Energy0.37%2.76%+37.9%+42.3%+17.2%+19.1%−15.4%21.8%$2.7B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: IXC 2001 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Energy ETF · $2.7B$23,972

IXC

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

IXCMeasureJEPI

+37.9%Year to dateJan 1 → Nov 6+5.3%

+42.3%1 yearTotal return+8.2%

+17.2%3 years · per year$10,000 became $16,078 · $13,562+10.7%

+19.1%5 years · per year$10,000 became $23,972 · $14,118+7.1%

0.37%Expense ratio$37 · $35 a year on $10k · lower is better0.35%

2.76%Trailing 12-mo yield$276 · $809 a year on $10k8.09%

−15.4%Worst dropSmaller is better−6.7%

21.8%VolatilityLower is calmer8.8%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IXC vs JEPI: Top 5 Holdings

Today

IXC

46.7%in top 5

JEPI

in top 59.9%

IXCStockJEPI

18.2%XOMnot top 5

11.3%CVXnot top 5

7.9%SHEL.Lnot top 5

4.9%TTE.PAnot top 5

4.4%COPnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common2.9%

End-of-day Nov 6, 2026 · share of each fund

IXC vs JEPI Returns, Every Period

iSharesIXC

+19.1%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

IXCJEPIFaded: behind in that period

4–0IXC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Income: IXC vs JEPI

YTD

iSharesIXC

+37.9%

JEPIJ.P. Morgan

+5.3%

+37.9%Year to date+5.3%

−15.4%Worst drop · 1Y−6.7%

21.8%Volatility · 1Y8.8%

2.8%Yield8.1%

$2.7BAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IXC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IXC0.37%$37

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IXC, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IXC2.76%$276

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IXC$276 − $37 = $239

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IXC, JEPI

Today

2.9%most shared, IXC and JEPI

IXCJEPI

IXC—2.9%

JEPI2.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+42.3%IXC, at 21.8% volatility

JEPIWorst drop−6.7%8.8% vol

IXCWorst drop−15.4%21.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIXC

+5.3%Year to date+37.9%

8.1%Yield2.8%

+8.2%Past year+42.3%

0.35%Fee0.37%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026