IBMP vs JEPQ

AIBMP

BJEPQ

Measures won3–2IBMP wins · of 6 · 5Y

$10,000 · 5Y$10,416IBMP

Lowest cost0.10%IBMP · $10 on $10k

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

Smallest drop−0.6%IBMP · worst fall in 1Y

Held in common[…]IBMP and JEPQ

IBMP

JEPQ

iShares iBonds Dec 2027 Term Muni Bond ETF · $684MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+3.6%3 years · per year$11,128 · $16,202+17.4%

+0.8%5 years · per year$10,416 · […][…]

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

2.55%12-mo yield$255 · $1,279 on $10k12.79%

−0.6%Worst dropSmaller wins−11.5%

1.0%VolatilityLower wins16.7%

3–2IBMP wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBMP · 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
1	AIBMP	iShares iBonds Dec 2027 Term Muni Bond ETFRead Desk		0.10%	2.55%	−0.2%	+1.6%	+2.4%	+3.6%	+0.8%	−0.6%	$684M
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
1	AIBMP	iShares iBonds Dec 2027 Term Muni Bond ETFRead Desk		0.10%	2.55%	−0.2%	+1.6%	+2.4%	+3.6%	+0.8%	−0.6%	$684M
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

IBMP vs JEPQ

IBMP

iShares iBonds Dec 2027 Term Muni Bond

$10,416

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIBMPJEPQ

Fee0.10%0.35%

Cost on $10k a year$10$35

Yield2.55%12.79%

5 years, per year+0.8%[…]

3 years, per year+3.6%+17.4%

Worst drop · 1Y−0.6%−11.5%

Volatility · 1Y1.0%16.7%

3–2measures won
IBMP first

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: IBMP, JEPQ

Today

[…]holdings […]

IBMPJEPQ

IBMP—[…]

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

IBMP$255 − $10 = $245

KeptFee

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