IGF vs JEPQ

AIGF

BJEPQ

Measures won3–2IGF wins · of 6 · 5Y

$10,000 · 5Y$15,810IGF

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−10.4%IGF · worst fall in 1Y

Held in common0.9%IGF and JEPQ

IGF

JEPQ

iShares Global Infrastructure ETF · $10.8BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+19.0%3 years · per year$16,866 · $16,202+17.4%

+9.6%5 years · per year$15,810 · […][…]

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

2.96%12-mo yield$296 · $1,279 on $10k12.79%

−10.4%Worst dropSmaller wins−11.5%

11.3%VolatilityLower wins16.7%

3–2IGF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGF · JEPQ

1.4%XEL0.3%

5.1%NEE0.3%

3.0%SO0.3%

2.2%CEG0.1%

Held in common0.9%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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 JEPQ

IGF

iShares Global Infrastructure

$15,810

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIGFJEPQ

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield2.96%12.79%

5 years, per year+9.6%[…]

3 years, per year+19.0%+17.4%

Worst drop · 1Y−10.4%−11.5%

Volatility · 1Y11.3%16.7%

3–2measures won
IGF first

0.9%

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, JEPQ

Today

0.9%most shared, IGF and JEPQ

IGFJEPQ

IGF—0.9%

JEPQ0.9%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

IGF$296 − $37 = $259

KeptFee

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