IBTM vs JEPI

AIBTM

BJEPI

Measures won3–2IBTM wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI

Lowest cost0.07%IBTM · $7 on $10k

Most income7.93%JEPI · $793 on $10k

Smallest drop−5.1%IBTM · worst fall in 1Y

Held in common[…]IBTM and JEPI

IBTM

JEPI

iShares iBonds Dec 2032 Term Treasury ETF · $639MJPMorgan Equity Premium Income ETF · $45.2B

+4.5%3 years · per year$11,417 · $13,679+11.0%

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

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

4.00%12-mo yield$400 · $793 on $10k7.93%

−5.1%Worst dropSmaller wins−6.7%

4.0%VolatilityLower wins9.0%

3–2IBTM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBTM · 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	AIBTM	iShares iBonds Dec 2032 Term Treasury ETFRead Desk		0.07%	4.00%	−0.1%	−0.8%	−0.5%	+4.5%	new	−5.1%	$639M

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	AIBTM	iShares iBonds Dec 2032 Term Treasury ETFRead Desk		0.07%	4.00%	−0.1%	−0.8%	−0.5%	+4.5%	new	−5.1%	$639M

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

IBTM vs JEPI

IBTM

iShares iBonds Dec 2032 Term Treasury

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureIBTMJEPI

Fee0.07%0.35%

Cost on $10k a year$7$35

Yield4.00%7.93%

5 years, per year[…]+7.6%

3 years, per year+4.5%+11.0%

Worst drop · 1Y−5.1%−6.7%

Volatility · 1Y4.0%9.0%

3–2measures won
IBTM 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%

$122BAssets$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: IBTM, JEPI

Today

[…]holdings […]

IBTMJEPI

IBTM—[…]

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

IBTM$400 − $7 = $393

KeptFee

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