Compare · 2 funds side by side · dividends reinvested

LQD and JEPI

LQDiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 04

LQD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.4

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.87%−2.1%−1.9%+6.2%−0.8%−6.0%5.6%$32.8B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: LQD 2002 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBoxx $ Investment Grade Corporate Bond ETF · $32.8B$9,589

LQD

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested

LQDMeasureJEPI

−2.1%Year to dateJan 1 → Nov 3+7.0%

−1.9%1 yearTotal return+9.8%

+6.2%3 years · per year$10,000 became $11,964 · $14,201+12.4%

−0.8%5 years · per year$10,000 became $9,590 · $14,322+7.4%

0.14%Expense ratio$14 · $35 a year on $10k · lower is better0.35%

4.87%Trailing 12-mo yield$487 · $796 a year on $10k7.96%

−6.0%Worst dropSmaller is better−6.7%

5.6%VolatilityLower is calmer7.9%

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

3–5JEPI wins

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

More Ways to See the Pairs

LQD vs JEPI: Top 5 Holdings

Today

LQD

[…]in top 5

JEPI

in top 59.5%

LQDStockJEPI

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

LQD vs JEPI Returns, Every Period

iSharesLQD

−0.8%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

LQDJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Bonds vs Income: LQD vs JEPI

YTD

iSharesLQD

−2.1%

JEPIJ.P. Morgan

+7.0%

−2.1%Year to date+7.0%

−6.0%Worst drop · 1Y−6.7%

5.6%Volatility · 1Y7.9%

4.9%Yield8.0%

$32.8BAssets$46.0B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LQD, JEPI

Today

0.14%lowest, LQD

FundExpense ratioFee$10k

LQD0.14%$14

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: LQD, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

LQD4.87%$487

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

LQD$487 − $14 = $473

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: LQD, JEPI

Today

[…]holdings […]

LQDJEPI

LQD—[…]

JEPI[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%JEPI, at 7.9% volatility

LQDWorst drop−6.0%5.6% vol

JEPIWorst drop−6.7%7.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPILQD

+7.0%Year to date−2.1%

8.0%Yield4.9%

+9.8%Past year−1.9%

0.35%Fee0.14%

3–1JEPI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026