IBDX vs JEPI

AIBDX

BJEPI

Measures won3–2IBDX wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI

Lowest cost0.10%IBDX · $10 on $10k

Most income7.93%JEPI · $793 on $10k

Smallest drop−4.2%IBDX · worst fall in 1Y

Held in common[…]IBDX and JEPI

IBDX

JEPI

iShares iBonds Dec 2032 Term Corporate ETF · $1.8BJPMorgan Equity Premium Income ETF · $45.2B

+6.7%3 years · per year$12,137 · $13,679+11.0%

[…]5 years · per year[…] · $14,448+7.6%

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

4.92%12-mo yield$492 · $793 on $10k7.93%

−4.2%Worst dropSmaller wins−6.7%

4.0%VolatilityLower wins9.0%

3–2IBDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBDX · JEPI

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

Held in common[…]

End-of-day Nov 9, 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%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AIBDX	iShares iBonds Dec 2032 Term Corporate ETFRead Desk		0.10%	4.92%	0.0%	−0.4%	+0.5%	+6.7%	new	−4.2%	$1.8B

End-of-day Nov 9, 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%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AIBDX	iShares iBonds Dec 2032 Term Corporate ETFRead Desk		0.10%	4.92%	0.0%	−0.4%	+0.5%	+6.7%	new	−4.2%	$1.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBDX vs JEPI

IBDX

iShares iBonds Dec 2032 Term Corporate

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureIBDXJEPI

Fee0.10%0.35%

Cost on $10k a year$10$35

Yield4.92%7.93%

5 years, per year[…]+7.6%

3 years, per year+6.7%+11.0%

Worst drop · 1Y−4.2%−6.7%

Volatility · 1Y4.0%9.0%

3–2measures won
IBDX first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IBDX, JEPI

Today

[…]holdings […]

IBDXJEPI

IBDX—[…]

JEPI[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

IBDX$492 − $10 = $482

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee