IBB vs JEPQ

AIBB

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$13,555IBB

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−9.6%IBB · worst fall in 1Y

Held in common2.3%IBB and JEPQ

IBB

JEPQ

iShares Biotechnology ETF · $11.0BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+23.2%3 years · per year$18,677 · $16,202+17.4%

+6.3%5 years · per year$13,555 · […][…]

0.44%Expense ratio$44 · $35 on $10k · lower wins0.35%

0.16%12-mo yield$16 · $1,279 on $10k12.79%

−9.6%Worst dropSmaller wins−11.5%

23.4%VolatilityLower wins16.7%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBB · JEPQ

7.9%VRTX0.7%

6.3%REGN0.6%

8.5%AMGN0.5%

6.2%MRNA0.2%

Held in common2.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIBB	iShares Biotechnology ETFRead Desk		0.44%	0.16%	+1.7%	+26.7%	+35.2%	+23.2%	+6.3%	−9.6%	$11.0B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIBB	iShares Biotechnology ETFRead Desk		0.44%	0.16%	+1.7%	+26.7%	+35.2%	+23.2%	+6.3%	−9.6%	$11.0B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBB vs JEPQ

IBB

iShares Biotechnology

$13,555

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIBBJEPQ

Fee0.44%0.35%

Cost on $10k a year$44$35

Yield0.16%12.79%

5 years, per year+6.3%[…]

3 years, per year+23.2%+17.4%

Worst drop · 1Y−9.6%−11.5%

Volatility · 1Y23.4%16.7%

3–2measures won
JEPQ first

2.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: IBB, JEPQ

Today

2.3%most shared, IBB and JEPQ

IBBJEPQ

IBB—2.3%

JEPQ2.3%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

IBB$16 − $44 = −$28

KeptFee

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