IVE vs JEPQ

AIVE

BJEPQ

Measures won3–2IVE wins · of 6 · 5Y

$10,000 · 5Y$17,052IVE · JEPI $14,322

Lowest cost0.18%IVE · $18 on $10k

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

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

Held in common29.7%IVE and JEPQ

IVE

JEPQ

iShares S&P 500 Value ETF · $50.6BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+19.4%3 years · per year$17,033 · $17,450+20.4%

+11.3%5 years · per year$17,052 · […][…]

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

1.51%12-mo yield$151 · $1,228 on $10k12.28%

−6.2%Worst dropSmaller wins−8.8%

9.5%VolatilityLower wins15.5%

3–2IVE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVE · JEPQ

8.2%AAPL6.9%

3.6%AMZN3.9%

1.8%WMT2.1%

1.4%TSLA2.4%

Held in common29.7%

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	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.51%	−0.6%	+13.7%	+16.0%	+19.4%	+11.3%	−6.2%	$50.6B
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	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.51%	−0.6%	+13.7%	+16.0%	+19.4%	+11.3%	−6.2%	$50.6B
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

IVE vs JEPQ

IVE

iShares S&P 500 Value

$17,052

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIVEJEPQ

Fee0.18%0.35%

Cost on $10k a year$18$35

Yield1.51%12.28%

5 years, per year+11.3%[…]

3 years, per year+19.4%+20.4%

Worst drop · 1Y−6.2%−8.8%

Volatility · 1Y9.5%15.5%

3–2measures won
IVE first

29.7%

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: IVE, JEPQ, JEPI

Today

31.5%most shared, IVE and JEPI

IVEJEPQJEPI

IVE—29.7%31.5%

JEPQ29.7%—26.6%

JEPI31.5%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

IVE$151 − $18 = $133

KeptFee

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