IDU vs JEPQ

AIDU

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,285IDU

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.24%JEPQ · $1,224 on $10k

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

Held in common0.9%IDU and JEPQ

IDU

JEPQ

iShares U.S. Utilities ETF · $1.4BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+16.3%3 years · per year$15,719 · $16,406+17.9%

+8.9%5 years · per year$15,285 · […][…]

0.37%Expense ratio$37 · $35 on $10k · lower wins0.35%

2.30%12-mo yield$230 · $1,224 on $10k12.24%

−15.3%

End-of-day Nov 12, 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	AIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.30%	+0.1%	+5.4%	+2.0%	+16.3%	+8.9%	−15.3%	$1.4B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.30%	+0.1%	+5.4%	+2.0%	+16.3%	+8.9%	−15.3%	$1.4B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IDU vs JEPQ

IDU

iShares U.S. Utilities

$15,285

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIDUJEPQ

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield2.30%12.24%

5 years, per year+8.9%[…]

3 years, per year+16.3%+17.9%

Worst drop · 1Y−15.3%−11.5%

Volatility · 1Y14.9%

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IDU vs JEPQ

Both

Both

$10,000 in IDU, JEPQ

Overlap: IDU, JEPQ

IDU vs JEPQ

JEPQ vs JEPI

SCHD vs VIG

SPYM vs SPY

Overlap: IDU, JEPQ

Income After Fees on $10,000