Compare · 3 funds side by side · dividends reinvested

JEPQ, IGV and DRAM

JEPQJ.P. Morgan×IGViShares×DRAMRoundhill×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,265IGV · best of the three

02 / 04

JEPQ, IGV and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.0

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

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.0

Rank among the three1st → 3rdFee, 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: JEPQ 2022 · IGV 2001 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

IGV

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

$10,000 five years ago, dividends reinvested · they hold 12.0% in common

JEPQMeasureIGV

+3.2%Year to dateJan 1 → Nov 6−6.4%

+4.5%1 yearTotal return−11.5%

+17.4%3 years · per year$10,000 became $16,202 · $14,533+13.3%

[…]5 years · per year$10,000 became […] · $11,264+2.4%

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

12.79%Trailing 12-mo yield$1,279 · $2 a year on $10k0.02%

−11.5%Worst dropSmaller is better−33.2%

16.7%VolatilityLower is calmer32.9%

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

7–0JEPQ wins

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

More Ways to See the Pairs

JEPQ vs IGV: Top 5 Holdings

Today

JEPQ

28.9%in top 5

IGV

in top 540.4%

JEPQStockIGV

6.1%MSFT9.5%

not top 5PANW8.2%

not top 5PLTR7.9%

not top 5CRWD7.8%

7.4%AAPLnot top 5

not top 5ORCL7.0%

6.6%NVDAnot top 5

4.4%GOOGnot top 5

4.4%AMZNnot top 5

Held in common12.0%

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

JEPQ vs IGV Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

IGViShares

−11.5%

past year

JEPQIGVFaded: behind in that period

3–0JEPQ wins

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

Income vs Thematic: JEPQ vs IGV

YTD

J.P. MorganJEPQ

+3.2%

IGViShares

−6.4%

+3.2%Year to date−6.4%

−11.5%Worst drop · 1Y−33.2%

16.7%Volatility · 1Y32.9%

12.8%Yield0.0%

$42.6BAssets$12.4B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: JEPQ, IGV, DRAM

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

IGV0.38%$38

DRAM0.65%$65

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

Yields: JEPQ, IGV, DRAM

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

IGV0.02%$2

DRAM0.00%$0

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

IGV$2 − $38 = −$36

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: JEPQ, IGV, DRAM

Today

12.0%most shared, JEPQ and IGV

JEPQIGVDRAM

JEPQ—12.0%3.9%

IGV12.0%—0.0%

DRAM3.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

+4.5%JEPQ, at 16.7% volatility

JEPQWorst drop−11.5%16.7% vol

IGVWorst drop−33.2%32.9% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQIGV

+3.2%Year to date−6.4%

12.8%Yield0.0%

+4.5%Past year−11.5%

0.35%Fee0.38%

4–0JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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