IFRA vs JEPQ

AIFRA

BJEPQ

Measures won3–2IFRA wins · of 6 · 5Y

$10,000 · 5Y$17,734IFRA

Lowest cost0.30%IFRA · $30 on $10k

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

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common1.6%IFRA and JEPQ

IFRA

JEPQ

iShares U.S. Infrastructure ETF · $4.1BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+21.5%3 years · per year$17,919 · $17,450+20.4%

+12.1%5 years · per year$17,734 · […][…]

0.30%Expense ratio$30 · $35 on $10k · lower wins0.35%

1.73%12-mo yield$173 · $1,228 on $10k12.28%

−13.7%Worst dropSmaller wins−8.8%

15.1%VolatilityLower wins15.5%

3–2IFRA wins

$10,000 · 5 yearsOne scale

Shared top holdingsIFRA · JEPQ

3.7%CSX0.7%

1.4%XEL0.3%

3.1%SO0.3%

4.1%NEE0.3%

Held in common1.6%

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	AIFRA	iShares U.S. Infrastructure ETFRead Desk		0.30%	1.73%	0.0%	+12.8%	+13.4%	+21.5%	+12.1%	−13.7%	$4.1B
2	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

Both

5Y2 funds

#			Trend
1	AIFRA	iShares U.S. Infrastructure ETFRead Desk		0.30%	1.73%	0.0%	+12.8%	+13.4%	+21.5%	+12.1%	−13.7%	$4.1B
2	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

IFRA vs JEPQ

IFRA

iShares U.S. Infrastructure

$17,734

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIFRAJEPQ

Fee0.30%0.35%

Cost on $10k a year$30$35

Yield1.73%12.28%

5 years, per year+12.1%[…]

3 years, per year+21.5%+20.4%

Worst drop · 1Y−13.7%−8.8%

Volatility · 1Y15.1%15.5%

3–2measures won
IFRA first

1.6%

holdings shared

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: IFRA, JEPQ

Today

1.6%most shared, IFRA and JEPQ

IFRAJEPQ

IFRA—1.6%

JEPQ1.6%—

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

IFRA$173 − $30 = $143

KeptFee

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