IMCB vs JEPQ

AIMCB

BJEPQ

Measures won4–1IMCB wins · of 6 · 5Y

$10,000 · 5Y$14,949IMCB · JEPI $14,322

Lowest cost0.04%IMCB · $4 on $10k

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

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

Held in common6.6%IMCB and JEPQ

IMCB

JEPQ

iShares Morningstar Mid-Cap ETF · $1.7BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+22.1%3 years · per year$18,206 · $17,450+20.4%

+8.4%5 years · per year$14,949 · […][…]

0.04%Expense ratio$4 · $35 on $10k · lower wins0.35%

1.22%12-mo yield$122 · $1,228 on $10k12.28%

−8.1%Worst dropSmaller wins−8.8%

12.8%VolatilityLower wins15.5%

4–1IMCB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMCB · JEPQ

0.7%CSX0.7%

0.6%REGN0.6%

0.6%MDLZ0.5%

0.5%ORLY0.5%

Held in common6.6%

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

All Three

5Y3 funds

#
1	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk	0.04%	1.22%	0.0%	+19.6%	+20.3%	+22.1%	+8.4%	−8.1%	$1.7B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	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

All Three

5Y3 funds

#
1	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk	0.04%	1.22%	0.0%	+19.6%	+20.3%	+22.1%	+8.4%	−8.1%	$1.7B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	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

IMCB vs JEPQ

IMCB

iShares Morningstar Mid-Cap

$14,949

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIMCBJEPQ

Fee0.04%0.35%

Cost on $10k a year$4$35

Yield1.22%12.28%

5 years, per year+8.4%[…]

3 years, per year+22.1%+20.4%

Worst drop · 1Y−8.1%−8.8%

Volatility · 1Y12.8%15.5%

4–1measures won
IMCB first

6.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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: IMCB, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

IMCBJEPQJEPI

IMCB—6.6%12.0%

JEPQ6.6%—26.6%

JEPI12.0%26.6%—

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

JEPI$796 − $35 = $761

IMCB$122 − $4 = $118

KeptFee

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