IUSB vs JEPQ

AIUSB

BJEPQ

Measures won3–2IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,142IUSB

Lowest cost0.06%IUSB · $6 on $10k

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

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]IUSB and JEPQ

IUSB

JEPQ

iShares Core Universal USD Bond ETF · $50.4BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+6.0%3 years · per year$11,909 · $17,406+20.3%

+0.3%5 years · per year$10,142 · […][…]

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

4.33%12-mo yield$433 · $1,217 on $10k12.17%

−4.3%Worst dropSmaller wins−8.8%

3.9%VolatilityLower wins15.5%

3–2IUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSB · JEPQ

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

Held in common[…]

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	AIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.4B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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	AIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.4B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

IUSB vs JEPQ

IUSB

iShares Core Universal USD Bond

$10,142

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIUSBJEPQ

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield4.33%12.17%

5 years, per year+0.3%[…]

3 years, per year+6.0%+20.3%

Worst drop · 1Y−4.3%−8.8%

Volatility · 1Y3.9%15.5%

3–2measures won
IUSB first

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%

$42.6BAssets$46.8B

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%

$120BAssets$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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IUSB, JEPQ

Today

[…]holdings […]

IUSBJEPQ

IUSB—[…]

JEPQ[…]—

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

IUSB$433 − $6 = $427

KeptFee

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