IXC vs JEPI

AIXC

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$23,972IXC · JEPI $14,118

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common2.9%IXC and JEPI

IXC

JEPI

iShares Global Energy ETF · $2.7BJPMorgan Equity Premium Income ETF · $46.8B

+17.2%3 years · per year$16,078 · $13,562+10.7%

+19.1%5 years · per year$23,972 · $14,118+7.1%

0.37%Expense ratio$37 · $35 on $10k · lower wins0.35%

2.76%12-mo yield$276 · $809 on $10k8.09%

−15.4%Worst dropSmaller wins−6.7%

21.8%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXC · JEPI

2.0%EOG1.6%

4.4%COP0.8%

18.2%XOM0.3%

1.2%BKR0.2%

Held in common2.9%

End-of-day Nov 6, 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	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$2.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$2.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IXC vs JEPI

IXC

iShares Global Energy

$23,972

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureIXCJEPI

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield2.76%8.09%

5 years, per year+19.1%+7.1%

3 years, per year+17.2%+10.7%

Worst drop · 1Y−15.4%−6.7%

Volatility · 1Y21.8%8.8%

4–2measures won
JEPI first

2.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IXC, JEPI

Today

2.9%most shared, IXC and JEPI

IXCJEPI

IXC—2.9%

JEPI2.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IXC$276 − $37 = $239

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee