Compare · 2 funds side by side · dividends reinvested

JEPI and IBIT

JEPIJ.P. Morgan×IBITiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

JEPI and IBIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.1

iShares Bitcoin Trust ETFCrypto · Spot bitcoin0.25%0.00%−13.6%−27.2%[…][…]−44.7%44.7%$61.0B1.8

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: JEPI 2020 · IBIT 2024

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,118

JEPI

IBIT

iShares Bitcoin Trust ETF · $61.0B[…]

$10,000 five years ago, dividends reinvested

JEPIMeasureIBIT

+5.3%Year to dateJan 1 → Nov 6−13.6%

+8.2%1 yearTotal return−27.2%

+10.7%3 years · per year$10,000 became $13,562 · […][…]

+7.1%5 years · per year$10,000 became $14,118 · […][…]

0.35%Expense ratio$35 · $25 a year on $10k · lower is better0.25%

8.09%Trailing 12-mo yield$809 · $0 a year on $10k0.00%

−6.7%Worst dropSmaller is better−44.7%

8.8%VolatilityLower is calmer44.7%

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

5–1JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs IBIT: Top 5 Holdings

Today

JEPI

9.9%in top 5

IBIT

in top 5[…]

JEPIStockIBIT

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common[…]

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

JEPI vs IBIT Returns, Every Period

J.P. MorganJEPI

+8.2%

past year

IBITiShares

−27.2%

past year

JEPIIBITFaded: behind in that period

2–0JEPI wins

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

Income vs Crypto: JEPI vs IBIT

YTD

J.P. MorganJEPI

+5.3%

IBITiShares

−13.6%

+5.3%Year to date−13.6%

−6.7%Worst drop · 1Y−44.7%

8.8%Volatility · 1Y44.7%

8.1%Yield0.0%

$46.8BAssets$61.0B

4–0JEPI wins

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

Cost, Income and Risk

Fees: JEPI, IBIT

Today

0.25%lowest, IBIT

FundExpense ratioFee$10k

IBIT0.25%$25

JEPI0.35%$35

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

Yields: JEPI, IBIT

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IBIT0.00%$0

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IBIT$0 − $25 = −$25

KeptFee

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

Overlap: JEPI, IBIT

Today

[…]holdings […]

JEPIIBIT

JEPI—[…]

IBIT[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

IBITWorst drop−44.7%44.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIBIT

+5.3%Year to date−13.6%

8.1%Yield0.0%

+8.2%Past year−27.2%

0.35%Fee0.25%

3–1JEPI wins

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

IBIT vs FBTC

YTD

iSharesIBIT

−13.6%

FBTCFidelity

−13.6%

−13.6%Year to date−13.6%

0.25% · $25Fee · on $10k a year0.25% · $25

$61.0BAssets$13.5B

0–0level

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