Compare · 2 funds side by side · dividends reinvested

JEPI and IJR

JEPIJ.P. Morgan×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

JEPI and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: JEPI 2020 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,108

JEPI

IJR

iShares Core S&P Small-Cap ETF · $108B$13,136

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JEPIMeasureIJR

+5.2%Year to dateJan 1 → Nov 5+15.4%

+8.3%1 yearTotal return+19.4%

+11.0%3 years · per year$10,000 became $13,674 · $16,200+17.4%

+7.1%5 years · per year$10,000 became $14,108 · $13,136+5.6%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

8.09%Trailing 12-mo yield$809 · $124 a year on $10k1.24%

−6.7%Worst dropSmaller is better−9.7%

8.8%VolatilityLower is calmer16.3%

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

4–4Level

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

More Ways to See the Pairs

JEPI vs IJR: Top 5 Holdings

Today

JEPI

9.9%in top 5

IJR

in top 52.7%

JEPIStockIJR

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%MMMnot top 5

1.9%AAPLnot top 5

1.9%Vnot top 5

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

not top 5VSAT0.5%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

JEPI vs IJR Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

IJRiShares

+5.6%

5 years, per year

JEPIIJRFaded: behind in that period

1–3IJR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPI vs IJR

YTD

J.P. MorganJEPI

+5.2%

IJRiShares

+15.4%

+5.2%Year to date+15.4%

−6.7%Worst drop · 1Y−9.7%

8.8%Volatility · 1Y16.3%

8.1%Yield1.2%

$46.1BAssets$108B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPI, IJR

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IJR1.24%$124

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IJR$124 − $6 = $118

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPI, IJR

Today

0.0%most shared, JEPI and IJR

JEPIIJR

JEPI—0.0%

IJR0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.4%IJR, at 16.3% volatility

JEPIWorst drop−6.7%8.8% vol

IJRWorst drop−9.7%16.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIJR

+5.2%Year to date+15.4%

8.1%Yield1.2%

+8.3%Past year+19.4%

0.35%Fee0.06%

3–1IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026