IGPT vs JEPI

AIGPT

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,665IGPT · JEPI $14,322

Lowest cost0.35%JEPI · $35 on $10k

Most income7.96%JEPI · $796 on $10k

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

Held in common10.1%IGPT and JEPI

IGPT

JEPI

Invesco AI and Next Gen Software ETF · $1.2BJPMorgan Equity Premium Income ETF · $46.0B

+39.0%3 years · per year$26,865 · $14,201+12.4%

+12.1%5 years · per year$17,665 · $14,322+7.4%

0.57%Expense ratio$57 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $796 on $10k7.96%

−24.9%Worst dropSmaller wins−6.7%

40.0%VolatilityLower wins7.9%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGPT · JEPI

8.6%NVDA1.7%

8.8%META1.6%

7.8%GOOGL1.4%

8.0%MU0.9%

Held in common10.1%

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	AIGPT	Invesco AI and Next Gen Software ETFRead Desk		0.57%	0.00%	+1.7%	+38.8%	+36.1%	+39.0%	+12.1%	−24.9%	$1.2B
2	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

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	AIGPT	Invesco AI and Next Gen Software ETFRead Desk		0.57%	0.00%	+1.7%	+38.8%	+36.1%	+39.0%	+12.1%	−24.9%	$1.2B
2	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

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

IGPT vs JEPI

IGPT

Invesco AI and Next Gen Software

$17,665

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureIGPTJEPI

Fee0.57%0.35%

Cost on $10k a year$57$35

Yield0.00%7.96%

5 years, per year+12.1%+7.4%

3 years, per year+39.0%+12.4%

Worst drop · 1Y−24.9%−6.7%

Volatility · 1Y40.0%7.9%

4–2measures won
JEPI first

10.1%

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: IGPT, JEPI

Today

10.1%most shared, IGPT and JEPI

IGPTJEPI

IGPT—10.1%

JEPI10.1%—

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

IGPT$0 − $57 = −$57

KeptFee

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