IVE vs JEPQ

AIVE

BJEPQ

Measures won3–2IVE wins · of 6 · 5Y

$10,000 · 5Y$17,232IVE

Lowest cost0.18%IVE · $18 on $10k

Most income12.45%JEPQ · $1,245 on $10k

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

Held in common30.4%IVE and JEPQ

IVE

JEPQ

iShares S&P 500 Value ETF · $51.3BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+17.3%3 years · per year$16,153 · $16,284+17.6%

+11.5%5 years · per year$17,232 · […][…]

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

1.50%12-mo yield$150 · $1,245 on $10k12.45%

−6.2%

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

Both

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

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

Both

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

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 vs JEPQ

IVE

iShares S&P 500 Value

$17,232

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIVEJEPQ

Fee0.18%0.35%

Cost on $10k a year$18$35

Yield1.50%12.45%

5 years, per year+11.5%[…]

3 years, per year+17.3%+17.6%

Worst drop · 1Y−6.2%−11.5%

Volatility · 1Y10.2%

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IVE vs JEPQ

Both

Both

$10,000 in IVE, JEPQ

Overlap: IVE, JEPQ

IVE vs JEPQ

JEPQ vs JEPI

SCHD vs VIG

SPYM vs SPY

Overlap: IVE, JEPQ

Income After Fees on $10,000