IEF vs JEPI

AIEF

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,322JEPI · IEF $9,335

Lowest cost0.15%IEF · $15 on $10k

Most income7.96%JEPI · $796 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common[…]IEF and JEPI

IEF

JEPI

iShares 7-10 Year Treasury Bond ETF · $44.0BJPMorgan Equity Premium Income ETF · $46.0B

+4.3%3 years · per year$11,352 · $14,201+12.4%

−1.4%5 years · per year$9,335 · $14,322+7.4%

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

4.08%12-mo yield$408 · $796 on $10k7.96%

−6.8%Worst dropSmaller wins−6.7%

5.0%VolatilityLower wins7.9%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsIEF · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.08%	−0.4%	−2.0%	−1.8%	+4.3%	−1.4%	−6.8%	$44.0B

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
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.08%	−0.4%	−2.0%	−1.8%	+4.3%	−1.4%	−6.8%	$44.0B

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

IEF vs JEPI

IEF

iShares 7-10 Year Treasury Bond

$9,335

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureIEFJEPI

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield4.08%7.96%

5 years, per year−1.4%+7.4%

3 years, per year+4.3%+12.4%

Worst drop · 1Y−6.8%−6.7%

Volatility · 1Y5.0%7.9%

4–2measures won
JEPI first

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: IEF, JEPI

Today

[…]holdings […]

IEFJEPI

IEF—[…]

JEPI[…]—

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

IEF$408 − $15 = $393

KeptFee

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