IXN vs JEPQ

AIXN

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$23,021IXN · JEPI $14,322

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

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

Held in common41.9%IXN and JEPQ

IXN

JEPQ

iShares Global Tech ETF · $8.8BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+33.7%3 years · per year$23,901 · $17,450+20.4%

+18.1%5 years · per year$23,021 · […][…]

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

0.82%12-mo yield$82 · $1,228 on $10k12.28%

−16.1%Worst dropSmaller wins−8.8%

29.2%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXN · JEPQ

13.1%NVDA6.9%

13.3%AAPL6.9%

10.3%MSFT5.5%

4.0%MU4.1%

Held in common41.9%

End-of-day Nov 3, 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	AIXN	iShares Global Tech ETFRead Desk	0.37%	0.82%	+1.3%	+26.9%	+21.7%	+33.7%	+18.1%	−16.1%	$8.8B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

All Three

5Y3 funds

#
1	AIXN	iShares Global Tech ETFRead Desk	0.37%	0.82%	+1.3%	+26.9%	+21.7%	+33.7%	+18.1%	−16.1%	$8.8B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

IXN vs JEPQ

IXN

iShares Global Tech

$23,021

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIXNJEPQ

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield0.82%12.28%

5 years, per year+18.1%[…]

3 years, per year+33.7%+20.4%

Worst drop · 1Y−16.1%−8.8%

Volatility · 1Y29.2%15.5%

4–1measures won
JEPQ first

41.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IXN, JEPQ, JEPI

Today

41.9%most shared, IXN and JEPQ

IXNJEPQJEPI

IXN—41.9%14.0%

JEPQ41.9%—26.6%

JEPI14.0%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

IXN$82 − $37 = $45

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee