Compare · 2 funds side by side · dividends reinvested

IXC and JEPQ

IXCiShares×JEPQJ.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 JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.3

iShares Global Energy ETFSectors · Energy0.37%2.76%+37.9%+42.3%+17.2%+19.1%−15.4%21.8%$2.7B1.6

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

IXC

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

IXCMeasureJEPQ

+37.9%Year to dateJan 1 → Nov 6+3.2%

+42.3%1 yearTotal return+4.5%

+17.2%3 years · per year$10,000 became $16,078 · $16,202+17.4%

+19.1%5 years · per year$10,000 became $23,972 · […][…]

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

2.76%Trailing 12-mo yield$276 · $1,279 a year on $10k12.79%

−15.4%Worst dropSmaller is better−11.5%

21.8%VolatilityLower is calmer16.7%

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

2–5JEPQ wins

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 JEPQ: Top 5 Holdings

Today

IXC

46.7%in top 5

JEPQ

in top 528.9%

IXCStockJEPQ

18.2%XOMnot top 5

11.3%CVXnot top 5

7.9%SHEL.Lnot top 5

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

4.9%TTE.PAnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

4.4%COPnot top 5

Held in common0.3%

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

IXC vs JEPQ Returns, Every Period

iSharesIXC

+42.3%

past year

JEPQJ.P. Morgan

+4.5%

past year

IXCJEPQFaded: behind in that period

2–1IXC wins

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

Sector vs Income: IXC vs JEPQ

YTD

iSharesIXC

+37.9%

JEPQJ.P. Morgan

+3.2%

+37.9%Year to date+3.2%

−15.4%Worst drop · 1Y−11.5%

21.8%Volatility · 1Y16.7%

2.8%Yield12.8%

$2.7BAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: IXC, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

IXC0.37%$37

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

Yields: IXC, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

IXC2.76%$276

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

IXC$276 − $37 = $239

KeptFee

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

Overlap: IXC, JEPQ

Today

0.3%most shared, IXC and JEPQ

IXCJEPQ

IXC—0.3%

JEPQ0.3%—

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

JEPQWorst drop−11.5%16.7% 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

JEPQIXC

+3.2%Year to date+37.9%

12.8%Yield2.8%

+4.5%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