Compare · 3 funds side by side · dividends reinvested

IXG, JEPQ and JEPI

IXGiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,881IXG · best of the three

02 / 04

IXG, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Financials ETFSectors · Financials0.38%2.18%+9.1%+16.3%+28.0%+12.3%−11.3%14.4%$702M1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.0

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: IXG 2001 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Financials ETF · $702M$17,881

IXG

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

IXGMeasureJEPQ

+9.1%Year to dateJan 1 → Nov 3+7.5%

+16.3%1 yearTotal return+8.6%

+28.0%3 years · per year$10,000 became $20,958 · $17,450+20.4%

+12.3%5 years · per year$10,000 became $17,881 · […][…]

0.38%Expense ratio$38 · $35 a year on $10k · lower is better0.35%

2.18%Trailing 12-mo yield$218 · $1,228 a year on $10k12.28%

−11.3%Worst dropSmaller is better−8.8%

14.4%VolatilityLower is calmer15.5%

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

4–3IXG wins

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

More Ways to See the Pairs

IXG vs JEPQ: Top 5 Holdings

Today

IXG

22.3%in top 5

JEPQ

in top 527.5%

IXGStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

6.5%BRK-Bnot top 5

5.8%JPMnot top 5

not top 5MSFT5.5%

4.6%Vnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

3.3%MAnot top 5

2.1%BACnot top 5

Held in common0.6%

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

IXG vs JEPQ Returns, Every Period

iSharesIXG

+16.3%

past year

JEPQJ.P. Morgan

+8.6%

past year

IXGJEPQFaded: behind in that period

3–0IXG wins

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

Sector vs Income: IXG vs JEPQ

YTD

iSharesIXG

+9.1%

JEPQJ.P. Morgan

+7.5%

+9.1%Year to date+7.5%

−11.3%Worst drop · 1Y−8.8%

14.4%Volatility · 1Y15.5%

2.2%Yield12.3%

$702MAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: IXG, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

IXG0.38%$38

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

Yields: IXG, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

IXG2.18%$218

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

IXG$218 − $38 = $180

KeptFee

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

Overlap: IXG, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

IXGJEPQJEPI

IXG—0.6%9.4%

JEPQ0.6%—26.6%

JEPI9.4%26.6%—

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

Return vs Bumpiness: 3 ETFs

+16.3%IXG, at 14.4% volatility

JEPIWorst drop−6.7%7.9% vol

IXGWorst drop−11.3%14.4% 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

JEPQIXG

+7.5%Year to date+9.1%

12.3%Yield2.2%

+8.6%Past year+16.3%

0.35%Fee0.38%

2–2level

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