IBDU vs JEPQ5YIBDUIBDUAvsBJEPQJEPQiShares iBonds Dec 2029 Term Corporate ETF · $4.0BJPMorgan Nasdaq Equity Premium Income ETF · $41.8BReturns · dividends in+5.9%3 years · per year$11,889 · $16,406+17.9%+1.1%5 years · per year$10,544 · […][…]Cost and income0.10%Expense ratio$10 · $35 on $10k · lower wins0.35%4.70%12-mo yield$470 · $1,224 on $10k12.24%Risk · 1 year−1.6%End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIBDUiShares iBonds Dec 2029 Term Corporate ETFReadDesk0.10%4.70%−0.3%+0.6%+1.2%+5.9%+1.1%−1.6%$4.0B2BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.24%−0.3%+7.8%+8.8%+17.9%new−11.5%$41.8BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIBDUiShares iBonds Dec 2029 Term Corporate ETFReadDesk0.10%4.70%−0.3%+0.6%+1.2%+5.9%+1.1%−1.6%$4.0B2BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.24%−0.3%+7.8%+8.8%+17.9%new−11.5%$41.8BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in IBDU, JEPQ5Y$10k startIBDU $10.5kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: IBDU, JEPQToday[…]holdings […]IBDUJEPQIBDU—[…]JEPQ[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IBDU vs JEPQ5YAIBDUiShares iBonds Dec 2029 Term Corporate$10,544vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureIBDUJEPQFee0.10%0.35%Cost on $10k a year$10$35Yield4.70%12.24%5 years, per year+1.1%[…]3 years, per year+5.9%+17.9%Worst drop · 1Y−1.6%−11.5%Volatility · 1Y2.2%
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: IBDU, JEPQToday[…]holdings […]IBDUJEPQIBDU—[…]JEPQ[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,189most kept, JEPQJEPQ$1,224 − $35 = $1,189IBDU$470 − $10 = $460KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee