IXC vs JEPQ

AIXC

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$23,739IXC · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.3%IXC and JEPQ

IXC

JEPQ

iShares Global Energy ETF · $2.7BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+16.1%3 years · per year$15,661 · $16,495+18.2%

+18.9%5 years · per year$23,739 · […][…]

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

2.75%12-mo yield$275 · $1,239 on $10k12.39%

−15.4%Worst dropSmaller wins−11.5%

21.8%VolatilityLower wins16.9%

0–5JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXC · JEPQ

1.0%FANG0.3%

Held in common0.3%

End-of-day Nov 9, 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	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	+0.3%	+38.3%	+41.9%	+16.1%	+18.9%	−15.4%	$2.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	+0.3%	+38.3%	+41.9%	+16.1%	+18.9%	−15.4%	$2.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 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

$23,739

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIXCJEPQ

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield2.75%12.39%

5 years, per year+18.9%[…]

3 years, per year+16.1%+18.2%

Worst drop · 1Y−15.4%−11.5%

Volatility · 1Y21.8%16.9%

5–0measures won
JEPQ first

0.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IXC, JEPQ, SCHD

Today

14.3%most shared, IXC and SCHD

IXCJEPQSCHD

IXC—0.3%14.3%

JEPQ0.3%—3.8%

SCHD14.3%3.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

IXC$275 − $37 = $238

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee