Compare · 2 funds side by side · dividends reinvested

IYM and JEPI

IYMiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,057IYM · best of the two

02 / 04

IYM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Basic Materials ETFSectors · Materials0.37%1.25%+20.3%+31.6%+16.4%+8.5%−13.6%20.4%$1.2B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Basic Materials ETF · $1.2B$15,057

IYM

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

IYMMeasureJEPI

+20.3%Year to dateJan 1 → Nov 4+8.8%

+31.6%1 yearTotal return+11.9%

+16.4%3 years · per year$10,000 became $15,752 · $14,269+12.6%

+8.5%5 years · per year$10,000 became $15,057 · $14,635+7.9%

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

1.25%Trailing 12-mo yield$125 · $783 a year on $10k7.83%

−13.6%Worst dropSmaller is better−6.7%

20.4%VolatilityLower is calmer8.1%

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

4–4Level

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

More Ways to See the Pairs

IYM vs JEPI: Top 5 Holdings

Today

IYM

50.7%in top 5

JEPI

in top 59.5%

IYMStockJEPI

20.9%LINnot top 5

10.1%NEMnot top 5

7.9%FCXnot top 5

6.8%ECLnot top 5

4.9%APDnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common1.2%

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

IYM vs JEPI Returns, Every Period

iSharesIYM

+8.5%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

IYMJEPIFaded: behind in that period

4–0IYM wins

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

Sector vs Income: IYM vs JEPI

YTD

iSharesIYM

+20.3%

JEPIJ.P. Morgan

+8.8%

+20.3%Year to date+8.8%

−13.6%Worst drop · 1Y−6.7%

20.4%Volatility · 1Y8.1%

1.3%Yield7.8%

$1.2BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: IYM, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IYM0.37%$37

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

Yields: IYM, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IYM1.25%$125

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IYM$125 − $37 = $88

KeptFee

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

Overlap: IYM, JEPI

Today

1.2%most shared, IYM and JEPI

IYMJEPI

IYM—1.2%

JEPI1.2%—

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

Return vs Bumpiness: 2 ETFs

+31.6%IYM, at 20.4% volatility

JEPIWorst drop−6.7%8.1% vol

IYMWorst drop−13.6%20.4% vol

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

Paid More vs Made More

YTD

JEPIIYM

+8.8%Year to date+20.3%

7.8%Yield1.3%

+11.9%Past year+31.6%

0.35%Fee0.37%

2–2level

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