Compare · 3 funds side by side · dividends reinvested

IYM, JEPQ and JEPI

IYMiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,344IYM · best of the three

02 / 04

IYM, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.7

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

iShares U.S. Basic Materials ETFSectors · Materials0.37%1.28%+17.7%+27.7%+15.9%+7.5%−13.6%20.4%$1.2B2.1

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: IYM 2000 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Basic Materials ETF · $1.2B$14,344

IYM

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

IYMMeasureJEPQ

+17.7%Year to dateJan 1 → Nov 3+7.5%

+27.7%1 yearTotal return+8.6%

+15.9%3 years · per year$10,000 became $15,552 · $17,450+20.4%

+7.5%5 years · per year$10,000 became $14,344 · […][…]

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

1.28%Trailing 12-mo yield$128 · $1,228 a year on $10k12.28%

−13.6%Worst dropSmaller is better−8.8%

20.4%VolatilityLower is calmer15.5%

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

2–5JEPQ wins

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

More Ways to See the Pairs

IYM vs JEPQ: Top 5 Holdings

Today

IYM

50.9%in top 5

JEPQ

in top 527.5%

IYMStockJEPQ

21.0%LINnot top 5

10.0%NEMnot top 5

8.0%FCXnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

6.8%ECLnot top 5

not top 5MSFT5.5%

5.0%APDnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

Held in common0.8%

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

IYM vs JEPQ Returns, Every Period

iSharesIYM

+27.7%

past year

JEPQJ.P. Morgan

+8.6%

past year

IYMJEPQFaded: behind in that period

2–1IYM wins

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

Sector vs Income: IYM vs JEPQ

YTD

iSharesIYM

+17.7%

JEPQJ.P. Morgan

+7.5%

+17.7%Year to date+7.5%

−13.6%Worst drop · 1Y−8.8%

20.4%Volatility · 1Y15.5%

1.3%Yield12.3%

$1.2BAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: IYM, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

IYM0.37%$37

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

Yields: IYM, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

IYM1.28%$128

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

IYM$128 − $37 = $91

KeptFee

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

Overlap: IYM, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

IYMJEPQJEPI

IYM—0.8%1.2%

JEPQ0.8%—26.6%

JEPI1.2%26.6%—

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

Return vs Bumpiness: 3 ETFs

+27.7%IYM, at 20.4% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

IYMWorst drop−13.6%20.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIYM

+7.5%Year to date+17.7%

12.3%Yield1.3%

+8.6%Past year+27.7%

0.35%Fee0.37%

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