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 income12.39%JEPQ · $1,239 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common8.5%IDEF and JEPQ

IDEF

JEPQ

iShares Defense Industrials Act · $3.6BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

[…]3 years · per year[…] · $16,495+18.2%

[…]5 years · per year[…]

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

0.36%12-mo yield$36 · $1,239 on $10k12.39%

−23.7%Worst dropSmaller wins−11.5%

24.5%VolatilityLower wins16.9%

0–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

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

Shared top holdingsIDEF · JEPQ

2.8%SPCX1.6%

1.4%MSFT6.0%

1.7%PANW1.2%

2.6%PLTR1.2%

Held in common8.5%

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

All Three

5Y3 funds

#									5Y/yr
1	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.6B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#									5Y/yr
1	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.6B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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

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

Yield0.36%12.39%

5 years, per year[…][…]

3 years, per year[…]+18.2%

Worst drop · 1Y−23.7%−11.5%

Volatility · 1Y24.5%16.9%

4–0measures won
JEPQ first

8.5%

holdings shared

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: IDEF, JEPQ, DRAM

Today

8.5%most shared, IDEF and JEPQ

IDEFJEPQDRAM

IDEF—8.5%0.2%

JEPQ8.5%—3.9%

DRAM0.2%3.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

IDEF$36 − $55 = −$19

DRAM$0 − $65 = −$65

KeptFee

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