Compare · 2 funds side by side · dividends reinvested

JEPI and IGV

JEPIJ.P. Morgan×IGViShares×

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 IGV, 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 Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B1.9

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 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,265

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

JEPIMeasureIGV

+5.3%Year to dateJan 1 → Nov 6−6.4%

+8.2%1 yearTotal return−11.5%

+10.7%3 years · per year$10,000 became $13,562 · $14,533+13.3%

+7.1%5 years · per year$10,000 became $14,118 · $11,264+2.4%

0.35%Expense ratio$35 · $38 a year on $10k · lower is better0.38%

8.09%Trailing 12-mo yield$809 · $2 a year on $10k0.02%

−6.7%Worst dropSmaller is better−33.2%

8.8%VolatilityLower is calmer32.9%

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

7–1JEPI 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 IGV: Top 5 Holdings

Today

JEPI

9.9%in top 5

IGV

in top 540.4%

JEPIStockIGV

2.0%MSFT9.5%

not top 5PANW8.2%

not top 5PLTR7.9%

not top 5CRWD7.8%

not top 5ORCL7.0%

2.1%MAnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common3.3%

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

JEPI vs IGV Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

IGViShares

+2.4%

5 years, per year

JEPIIGVFaded: behind in that period

3–1JEPI wins

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

Income vs Thematic: JEPI vs IGV

YTD

J.P. MorganJEPI

+5.3%

IGViShares

−6.4%

+5.3%Year to date−6.4%

−6.7%Worst drop · 1Y−33.2%

8.8%Volatility · 1Y32.9%

8.1%Yield0.0%

$46.8BAssets$12.4B

4–0JEPI wins

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

Cost, Income and Risk

Fees: JEPI, IGV

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IGV0.38%$38

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

Yields: JEPI, IGV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IGV0.02%$2

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IGV$2 − $38 = −$36

KeptFee

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

Overlap: JEPI, IGV

Today

3.3%most shared, JEPI and IGV

JEPIIGV

JEPI—3.3%

IGV3.3%—

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

IGVWorst drop−33.2%32.9% vol

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

Paid More vs Made More

YTD

JEPIIGV

+5.3%Year to date−6.4%

8.1%Yield0.0%

+8.2%Past year−11.5%

0.35%Fee0.38%

4–0JEPI 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026