IVE vs JEPI

AIVE

BJEPI

Measures won4–2IVE wins · of 6 · 5Y

$10,000 · 5Y$17,232IVE · JEPI $14,429

Lowest cost0.18%IVE · $18 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop−6.2%IVE · worst fall in 1Y

Held in common32.0%IVE and JEPI

iShares S&P 500 Value ETF · $51.3BJPMorgan Equity Premium Income ETF · $45.2B

+17.3%3 years · per year$16,153 · $13,634+10.9%

+11.5%5 years · per year$17,232 · $14,429+7.6%

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

1.50%12-mo yield$150 · $792 on $10k7.92%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	AIVE	iShares S&P 500 Value ETFRead Desk		0.18%	1.50%	+0.5%	+14.8%	+17.6%	+17.3%	+11.5%	−6.2%	$51.3B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AIVE	iShares S&P 500 Value ETFRead Desk		0.18%	1.50%	+0.5%	+14.8%	+17.6%	+17.3%	+11.5%	−6.2%	$51.3B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVE

iShares S&P 500 Value

$17,233

JEPI

JPMorgan Equity Premium Income

$14,429

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