IDU vs JEPQ

AIDU

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,997IDU · JEPI $14,322

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−6.7%JEPI · 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 · $41.8B

+17.6%3 years · per year$16,245 · $17,450+20.4%

+8.4%5 years · per year$14,997 · […][…]

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

2.32%12-mo yield$232 · $1,228 on $10k12.28%

−15.3%Worst dropSmaller wins−8.8%

14.9%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDU · JEPQ

3.1%XEL0.3%

6.7%SO0.3%

10.9%NEE0.3%

5.2%CEG0.1%

Held in common0.9%

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

All Three

5Y3 funds

#
1	AIDU	iShares U.S. Utilities ETFRead Desk	0.37%	2.32%	−0.6%	+4.2%	+1.6%	+17.6%	+8.4%	−15.3%	$1.4B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	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

All Three

5Y3 funds

#
1	AIDU	iShares U.S. Utilities ETFRead Desk	0.37%	2.32%	−0.6%	+4.2%	+1.6%	+17.6%	+8.4%	−15.3%	$1.4B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	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

IDU vs JEPQ

IDU

iShares U.S. Utilities

$14,997

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIDUJEPQ

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield2.32%12.28%

5 years, per year+8.4%[…]

3 years, per year+17.6%+20.4%

Worst drop · 1Y−15.3%−8.8%

Volatility · 1Y14.9%15.5%

4–1measures won
JEPQ first

0.9%

holdings shared

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

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: IDU, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

IDUJEPQJEPI

IDU—0.9%4.9%

JEPQ0.9%—26.6%

JEPI4.9%26.6%—

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

JEPI$796 − $35 = $761

IDU$232 − $37 = $195

KeptFee

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