IBLC vs JEPI

AIBLC

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common4.6%IBLC and JEPI

IBLC

JEPI

iShares Blockchain and Tech ETF · $58MJPMorgan Equity Premium Income ETF · $46.8B

+29.6%3 years · per year$21,752 · $13,674+11.0%

[…]5 years · per year[…] · $14,108+7.1%

0.47%Expense ratio$47 · $35 on $10k · lower wins0.35%

7.99%12-mo yield$799 · $809 on $10k8.09%

−44.5%Worst dropSmaller wins−6.7%

58.8%VolatilityLower wins8.8%

1–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBLC · JEPI

6.3%MA2.0%

4.7%NVDA1.7%

5.6%AMD0.9%

Held in common4.6%

End-of-day Nov 5, 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%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	AIBLC	iShares Blockchain and Tech ETFRead Desk		0.47%	7.99%	−9.2%	−21.7%	−42.2%	+29.6%	new	−44.5%	$58M

End-of-day Nov 5, 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%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	AIBLC	iShares Blockchain and Tech ETFRead Desk		0.47%	7.99%	−9.2%	−21.7%	−42.2%	+29.6%	new	−44.5%	$58M

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

Cards for this view

IBLC vs JEPI

IBLC

iShares Blockchain and Tech

[…]

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureIBLCJEPI

Fee0.47%0.35%

Cost on $10k a year$47$35

Yield7.99%8.09%

5 years, per year[…]+7.1%

3 years, per year+29.6%+11.0%

Worst drop · 1Y−44.5%−6.7%

Volatility · 1Y58.8%8.8%

4–1measures won
JEPI first

4.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IBLC, JEPI

Today

4.6%most shared, IBLC and JEPI

IBLCJEPI

IBLC—4.6%

JEPI4.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IBLC$799 − $47 = $752

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee