IYF vs JEPI

AIYF

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,521IYF · JEPI $14,519

Lowest cost0.35%JEPI · $35 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common5.9%IYF and JEPI

iShares U.S. Financials ETF · $3.9BJPMorgan Equity Premium Income ETF · $47.1B

+23.4%3 years · per year$18,803 · $13,696+11.1%

+10.6%5 years · per year$16,521 · $14,519+7.7%

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

1.43%12-mo yield$143 · $787 on $10k7.87%

End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.43%	+0.7%	+6.5%	+9.2%	+23.4%	+10.6%	−13.9%	$3.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.43%	+0.7%	+6.5%	+9.2%	+23.4%	+10.6%	−13.9%	$3.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IYF

iShares U.S. Financials

$16,521

JEPI

JPMorgan Equity Premium Income

$14,519

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