Compare · 2 funds side by side · dividends reinvested

IYF and JEPI

IYFiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,748IYF · best of the two

02 / 04

IYF and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.4

iShares U.S. Financials ETFSectors · Financials0.37%1.42%+7.2%+13.5%+25.7%+10.9%−13.9%14.8%$3.9B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IYF 2000 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financials ETF · $3.9B$16,748

IYF

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 5.7% in common

IYFMeasureJEPI

+7.2%Year to dateJan 1 → Nov 4+8.8%

+13.5%1 yearTotal return+11.9%

+25.7%3 years · per year$10,000 became $19,876 · $14,269+12.6%

+10.9%5 years · per year$10,000 became $16,748 · $14,635+7.9%

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

1.42%Trailing 12-mo yield$142 · $783 a year on $10k7.83%

−13.9%Worst dropSmaller is better−6.7%

14.8%VolatilityLower is calmer8.1%

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

3–5JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IYF vs JEPI: Top 5 Holdings

Today

IYF

34.5%in top 5

JEPI

in top 59.5%

IYFStockJEPI

12.6%BRK-Bnot top 5

11.0%JPMnot top 5

3.8%WFCnot top 5

3.6%BACnot top 5

3.6%GSnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common5.7%

End-of-day Nov 4, 2026 · share of each fund

IYF vs JEPI Returns, Every Period

iSharesIYF

+10.9%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

IYFJEPIFaded: behind in that period

3–1IYF wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: IYF vs JEPI

YTD

iSharesIYF

+7.2%

JEPIJ.P. Morgan

+8.8%

+7.2%Year to date+8.8%

−13.9%Worst drop · 1Y−6.7%

14.8%Volatility · 1Y8.1%

1.4%Yield7.8%

$3.9BAssets$46.1B

4–0JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IYF, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IYF0.37%$37

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IYF, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IYF1.42%$142

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IYF$142 − $37 = $105

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IYF, JEPI

Today

5.7%most shared, IYF and JEPI

IYFJEPI

IYF—5.7%

JEPI5.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%IYF, at 14.8% volatility

JEPIWorst drop−6.7%8.1% vol

IYFWorst drop−13.9%14.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIYF

+8.8%Year to date+7.2%

7.8%Yield1.4%

+11.9%Past year+13.5%

0.35%Fee0.37%

3–1JEPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026