IDEF vs JEPQ

AIDEF

BJEPQ

Measures won0–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.4%IDEF and JEPQ

IDEF

JEPQ

iShares Defense Industrials Act · $3.5BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

[…]3 years · per year[…] · $16,202+17.4%

[…]5 years · per year[…]

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

0.37%12-mo yield$37 · $1,279 on $10k12.79%

−23.7%Worst dropSmaller wins−11.5%

24.0%VolatilityLower wins16.7%

0–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · JEPQ

2.6%SPCX1.5%

1.4%MSFT6.1%

1.7%PANW1.2%

2.5%PLTR1.2%

Held in common8.4%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.5B
3	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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.5B
3	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

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

Yield0.37%12.79%

5 years, per year[…][…]

3 years, per year[…]+17.4%

Worst drop · 1Y−23.7%−11.5%

Volatility · 1Y24.0%16.7%

4–0measures won
JEPQ first

8.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

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: IDEF, JEPQ, SCHD

Today

8.4%most shared, IDEF and JEPQ

IDEFJEPQSCHD

IDEF—8.4%2.8%

JEPQ8.4%—3.8%

SCHD2.8%3.8%—

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

SCHD$300 − $6 = $294

IDEF$37 − $55 = −$18

KeptFee

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