IXC vs JEPQ

AIXC

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$23,972IXC

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common0.3%IXC and JEPQ

IXC

JEPQ

iShares Global Energy ETF · $2.7BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+17.2%3 years · per year$16,078 · $16,202+17.4%

+19.1%5 years · per year$23,972 · […][…]

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

2.76%12-mo yield$276 · $1,279 on $10k12.79%

−15.4%Worst dropSmaller wins−11.5%

21.8%VolatilityLower wins16.7%

0–5JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXC · JEPQ

1.0%FANG0.3%

Held in common0.3%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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 JEPQ

IXC

iShares Global Energy

$23,972

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIXCJEPQ

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield2.76%12.79%

5 years, per year+19.1%[…]

3 years, per year+17.2%+17.4%

Worst drop · 1Y−15.4%−11.5%

Volatility · 1Y21.8%16.7%

5–0measures won
JEPQ first

0.3%

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, JEPQ

Today

0.3%most shared, IXC and JEPQ

IXCJEPQ

IXC—0.3%

JEPQ0.3%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

IXC$276 − $37 = $239

KeptFee

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