IXG vs JEPQ

AIXG

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$18,116IXG

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.6%IXG and JEPQ

IXG

JEPQ

iShares Global Financials ETF · $709MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+27.5%3 years · per year$20,703 · $17,406+20.3%

+12.6%5 years · per year$18,116 · […][…]

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

2.16%12-mo yield$216 · $1,217 on $10k12.17%

−11.3%Worst dropSmaller wins−8.8%

15.1%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXG · JEPQ

3.4%MA0.3%

0.2%CPAY0.2%

0.3%PYPL0.1%

Held in common0.6%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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 JEPQ

IXG

iShares Global Financials

$18,116

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIXGJEPQ

Fee0.38%0.35%

Cost on $10k a year$38$35

Yield2.16%12.17%

5 years, per year+12.6%[…]

3 years, per year+27.5%+20.3%

Worst drop · 1Y−11.3%−8.8%

Volatility · 1Y15.1%15.5%

3–2measures won
JEPQ first

0.6%

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, JEPQ

Today

0.6%most shared, IXG and JEPQ

IXGJEPQ

IXG—0.6%

JEPQ0.6%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IXG$216 − $38 = $178

KeptFee

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