IBGL vs JEPQ

AIBGL

BJEPQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.07%IBGL · $7 on $10k

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

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common[…]IBGL and JEPQ

IBGL

JEPQ

iShares iBonds Dec 2055 Term Treasury ETF · $6MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

[…]3 years · per year[…] · $16,202+17.4%

[…]5 years · per year[…]

0.07%Expense ratio$7 · $35 on $10k · lower wins0.35%

4.93%12-mo yield$493 · $1,279 on $10k12.79%

−12.1%Worst dropSmaller wins−11.5%

9.2%VolatilityLower wins16.7%

2–2Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsIBGL · JEPQ

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							5Y/yr
1	AIBGL	iShares iBonds Dec 2055 Term Treasury ETFRead Desk		0.07%	4.93%	−0.1%	−2.2%	−3.4%	new	new	−12.1%	$6M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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							5Y/yr
1	AIBGL	iShares iBonds Dec 2055 Term Treasury ETFRead Desk		0.07%	4.93%	−0.1%	−2.2%	−3.4%	new	new	−12.1%	$6M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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

IBGL vs JEPQ

IBGL

iShares iBonds Dec 2055 Term Treasury

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIBGLJEPQ

Fee0.07%0.35%

Cost on $10k a year$7$35

Yield4.93%12.79%

5 years, per year[…][…]

3 years, per year[…]+17.4%

Worst drop · 1Y−12.1%−11.5%

Volatility · 1Y9.2%16.7%

2–2measures 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: IBGL, JEPQ

Today

[…]holdings […]

IBGLJEPQ

IBGL—[…]

JEPQ[…]—

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

IBGL$493 − $7 = $486

KeptFee

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