IBDR vs JEPI

AIBDR

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · IBDR $11,026

Lowest cost0.10%IBDR · $10 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−0.1%IBDR · worst fall in 1Y

Held in common[…]IBDR and JEPI

IBDR

JEPI

iShares iBonds Dec 2026 Term Corporate ETF · $2.8BJPMorgan Equity Premium Income ETF · $45.2B

+5.5%3 years · per year$11,732 · $13,562+10.7%

+2.0%5 years · per year$11,026 · $14,118+7.1%

0.10%Expense ratio$10 · $35 on $10k · lower wins0.35%

4.04%12-mo yield$404 · $809 on $10k8.09%

−0.1%Worst dropSmaller wins−6.7%

0.5%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIBDR · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AIBDR	iShares iBonds Dec 2026 Term Corporate ETFRead Desk		0.10%	4.04%	0.0%	+3.2%	+4.0%	+5.5%	+2.0%	−0.1%	$2.8B

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AIBDR	iShares iBonds Dec 2026 Term Corporate ETFRead Desk		0.10%	4.04%	0.0%	+3.2%	+4.0%	+5.5%	+2.0%	−0.1%	$2.8B

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

IBDR vs JEPI

IBDR

iShares iBonds Dec 2026 Term Corporate

$11,026

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureIBDRJEPI

Fee0.10%0.35%

Cost on $10k a year$10$35

Yield4.04%8.09%

5 years, per year+2.0%+7.1%

3 years, per year+5.5%+10.7%

Worst drop · 1Y−0.1%−6.7%

Volatility · 1Y0.5%8.8%

3–3measures won
level

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IBDR, JEPI

Today

[…]holdings […]

IBDRJEPI

IBDR—[…]

JEPI[…]—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IBDR$404 − $10 = $394

KeptFee

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