Compare · 2 funds side by side · dividends reinvested

JEPQ and IJR

JEPQJ.P. Morgan×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,136IJR · best of the two

02 / 04

JEPQ and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.4

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: JEPQ 2022 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

IJR

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

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

JEPQMeasureIJR

+8.5%Year to dateJan 1 → Nov 5+15.4%

+9.3%1 yearTotal return+19.4%

+20.3%3 years · per year$10,000 became $17,406 · $16,200+17.4%

[…]5 years · per year$10,000 became […] · $13,136+5.6%

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

12.17%Trailing 12-mo yield$1,217 · $124 a year on $10k1.24%

−8.8%Worst dropSmaller is better−9.7%

15.5%VolatilityLower is calmer16.3%

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

4–3JEPQ wins

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

More Ways to See the Pairs

JEPQ vs IJR: Top 5 Holdings

Today

JEPQ

28.3%in top 5

IJR

in top 52.7%

JEPQStockIJR

7.1%AAPLnot top 5

6.8%NVDAnot top 5

6.0%MSFTnot top 5

4.2%GOOGnot top 5

4.2%AMZNnot 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

JEPQ vs IJR Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

IJRiShares

+19.4%

past year

JEPQIJRFaded: behind in that period

1–2IJR wins

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

Income vs Stocks: JEPQ vs IJR

YTD

J.P. MorganJEPQ

+8.5%

IJRiShares

+15.4%

+8.5%Year to date+15.4%

−8.8%Worst drop · 1Y−9.7%

15.5%Volatility · 1Y16.3%

12.2%Yield1.2%

$42.1BAssets$108B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: JEPQ, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

JEPQ0.35%$35

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

Yields: JEPQ, IJR

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

IJR1.24%$124

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IJR$124 − $6 = $118

KeptFee

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

Overlap: JEPQ, IJR

Today

0.0%most shared, JEPQ and IJR

JEPQIJR

JEPQ—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

JEPQWorst drop−8.8%15.5% 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

JEPQIJR

+8.5%Year to date+15.4%

12.2%Yield1.2%

+9.3%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