IXG vs JEPI

AIXG

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$18,116IXG · JEPI $14,108

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 common9.4%IXG and JEPI

IXG

JEPI

iShares Global Financials ETF · $709MJPMorgan Equity Premium Income ETF · $46.8B

+27.5%3 years · per year$20,703 · $13,674+11.0%

+12.6%5 years · per year$18,116 · $14,108+7.1%

0.38%Expense ratio$38 · $35 on $10k · lower wins0.35%

2.16%12-mo yield$216 · $809 on $10k8.09%

−11.3%Worst dropSmaller wins−6.7%

15.1%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXG · JEPI

3.4%MA2.0%

4.7%V1.9%

1.3%C1.0%

0.9%PGR1.0%

Held in common9.4%

End-of-day Nov 5, 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	AIXG	iShares Global Financials ETFRead Desk		0.38%	2.16%	−2.6%	+10.3%	+17.8%	+27.5%	+12.6%	−11.3%	$709M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

Both

5Y2 funds

#			Trend
1	AIXG	iShares Global Financials ETFRead Desk		0.38%	2.16%	−2.6%	+10.3%	+17.8%	+27.5%	+12.6%	−11.3%	$709M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

Cards for this view

IXG vs JEPI

IXG

iShares Global Financials

$18,116

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureIXGJEPI

Fee0.38%0.35%

Cost on $10k a year$38$35

Yield2.16%8.09%

5 years, per year+12.6%+7.1%

3 years, per year+27.5%+11.0%

Worst drop · 1Y−11.3%−6.7%

Volatility · 1Y15.1%8.8%

4–2measures won
JEPI first

9.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IXG, JEPI

Today

9.4%most shared, IXG and JEPI

IXGJEPI

IXG—9.4%

JEPI9.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IXG$216 − $38 = $178

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee