Compare · 2 funds side by side · dividends reinvested

JEPI and IJH

JEPIJ.P. Morgan×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

JEPI and IJH, 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%$46.1B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.5

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: JEPI 2020 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,620

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

JEPIMeasureIJH

+8.8%Year to dateJan 1 → Nov 4+13.9%

+11.9%1 yearTotal return+16.4%

+12.6%3 years · per year$10,000 became $14,269 · $16,594+18.4%

+7.9%5 years · per year$10,000 became $14,635 · $14,620+7.9%

0.35%Expense ratio$35 · $5 a year on $10k · lower is better0.05%

7.83%Trailing 12-mo yield$783 · $121 a year on $10k1.21%

−6.7%Worst dropSmaller is better−8.8%

8.1%VolatilityLower is calmer15.0%

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

3–4IJH wins

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

More Ways to See the Pairs

JEPI vs IJH: Top 5 Holdings

Today

JEPI

9.5%in top 5

IJH

in top 53.6%

JEPIStockIJH

2.0%MAnot top 5

1.9%MSFTnot top 5

1.9%Vnot top 5

1.9%AAPLnot top 5

1.8%NEEnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common0.4%

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

JEPI vs IJH Returns, Every Period

J.P. MorganJEPI

+7.9%

5 years, per year

IJHiShares

+7.9%

5 years, per year

JEPIIJHFaded: behind in that period

0–3IJH wins

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

Income vs Stocks: JEPI vs IJH

YTD

J.P. MorganJEPI

+8.8%

IJHiShares

+13.9%

+8.8%Year to date+13.9%

−6.7%Worst drop · 1Y−8.8%

8.1%Volatility · 1Y15.0%

7.8%Yield1.2%

$46.1BAssets$125B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

JEPI0.35%$35

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

Yields: JEPI, IJH

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IJH1.21%$121

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IJH$121 − $5 = $116

KeptFee

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

Overlap: JEPI, IJH

Today

0.4%most shared, JEPI and IJH

JEPIIJH

JEPI—0.4%

IJH0.4%—

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

Return vs Bumpiness: 2 ETFs

+16.4%IJH, at 15.0% volatility

JEPIWorst drop−6.7%8.1% vol

IJHWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

JEPIIJH

+8.8%Year to date+13.9%

7.8%Yield1.2%

+11.9%Past year+16.4%

0.35%Fee0.05%

3–1IJH 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