IBTL vs JEPI

AIBTL

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,429JEPI · IBTL $9,443

Lowest cost0.07%IBTL · $7 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop−4.3%IBTL · worst fall in 1Y

Held in common[…]IBTL and JEPI

iShares iBonds Dec 2031 Term Treasury ETF · $789MJPMorgan Equity Premium Income ETF · $46.6B

+4.1%3 years · per year$11,287 · $13,634+10.9%

−1.1%5 years · per year$9,443 · $14,429+7.6%

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

4.01%12-mo yield$401 · $792 on $10k7.92%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
2	AIBTL	iShares iBonds Dec 2031 Term Treasury ETFRead Desk		0.07%	4.01%	−0.6%	−1.1%	−0.8%	+4.1%	−1.1%	−4.3%	$789M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
2	AIBTL	iShares iBonds Dec 2031 Term Treasury ETFRead Desk		0.07%	4.01%	−0.6%	−1.1%	−0.8%	+4.1%	−1.1%	−4.3%	$789M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBTL

iShares iBonds Dec 2031 Term Treasury

$9,443

JEPI

JPMorgan Equity Premium Income

$14,429

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