IGF vs JEPI

AIGF

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$15,810IGF · JEPI $14,118

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common4.8%IGF and JEPI

IGF

JEPI

iShares Global Infrastructure ETF · $10.8BJPMorgan Equity Premium Income ETF · $45.2B

+19.0%3 years · per year$16,866 · $13,562+10.7%

+9.6%5 years · per year$15,810 · $14,118+7.1%

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

2.96%12-mo yield$296 · $809 on $10k8.09%

−10.4%Worst dropSmaller wins−6.7%

11.3%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGF · JEPI

5.1%NEE1.9%

1.4%ETR1.0%

3.0%SO1.0%

1.4%SRE0.9%

Held in common4.8%

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

Both

5Y2 funds

#			Trend
1	AIGF	iShares Global Infrastructure ETFRead Desk		0.37%	2.96%	−0.6%	+7.6%	+9.4%	+19.0%	+9.6%	−10.4%	$10.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIGF	iShares Global Infrastructure ETFRead Desk		0.37%	2.96%	−0.6%	+7.6%	+9.4%	+19.0%	+9.6%	−10.4%	$10.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

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

IGF vs JEPI

IGF

iShares Global Infrastructure

$15,810

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureIGFJEPI

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield2.96%8.09%

5 years, per year+9.6%+7.1%

3 years, per year+19.0%+10.7%

Worst drop · 1Y−10.4%−6.7%

Volatility · 1Y11.3%8.8%

4–2measures won
JEPI first

4.8%

holdings shared

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

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

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

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: IGF, JEPI

Today

4.8%most shared, IGF and JEPI

IGFJEPI

IGF—4.8%

JEPI4.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IGF$296 − $37 = $259

KeptFee

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