IJS vs JEPQ

AIJS

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$13,664IJS

Lowest cost0.18%IJS · $18 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common0.0%IJS and JEPQ

IJS

JEPQ

iShares S&P Small-Cap 600 Value ETF · $7.8BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+18.0%3 years · per year$16,426 · $17,406+20.3%

+6.4%5 years · per year$13,664 · […][…]

0.18%Expense ratio$18 · $35 on $10k · lower wins0.35%

1.42%12-mo yield$142 · $1,217 on $10k12.17%

−9.3%Worst dropSmaller wins−8.8%

16.3%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJS · JEPQ

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

Held in common0.0%

End-of-day Nov 5, 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	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

Both

5Y2 funds

#			Trend
1	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

Cards for this view

IJS vs JEPQ

IJS

iShares S&P Small-Cap 600 Value

$13,664

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIJSJEPQ

Fee0.18%0.35%

Cost on $10k a year$18$35

Yield1.42%12.17%

5 years, per year+6.4%[…]

3 years, per year+18.0%+20.3%

Worst drop · 1Y−9.3%−8.8%

Volatility · 1Y16.3%15.5%

4–1measures won
JEPQ first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IJS, JEPQ

Today

0.0%most shared, IJS and JEPQ

IJSJEPQ

IJS—0.0%

JEPQ0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IJS$142 − $18 = $124

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee