IDEF vs JEPQ

AIDEF

BJEPQ

Measures won0–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common8.7%IDEF and JEPQ

IDEF

JEPQ

iShares Defense Industrials Act · $3.7BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

[…]3 years · per year[…] · $17,450+20.4%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

0.35%12-mo yield$35 · $1,228 on $10k12.28%

−18.9%Worst dropSmaller wins−8.8%

23.3%VolatilityLower wins15.5%

0–4JEPQ wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsIDEF · JEPQ

2.7%SPCX1.6%

1.3%MSFT5.5%

1.3%PANW1.3%

2.8%PLTR1.3%

Held in common8.7%

End-of-day Nov 3, 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	AIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

IDEF vs JEPQ

IDEF

iShares Defense Industrials Act

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIDEFJEPQ

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.35%12.28%

5 years, per year[…][…]

3 years, per year[…]+20.4%

Worst drop · 1Y−18.9%−8.8%

Volatility · 1Y23.3%15.5%

4–0measures won
JEPQ first

8.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IDEF, JEPQ

Today

8.7%most shared, IDEF and JEPQ

IDEFJEPQ

IDEF—8.7%

JEPQ8.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

IDEF$35 − $55 = −$20

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee