IYF vs JEPQ

AIYF

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,521IYF

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.37%JEPQ · $1,237 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common0.0%IYF and JEPQ

IYF

JEPQ

iShares U.S. Financials ETF · $3.9BJPMorgan Nasdaq Equity Premium Income ETF · $42.5B

+23.4%3 years · per year$18,803 · $16,188+17.4%

+10.6%5 years · per year$16,521 · […][…]

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

1.43%12-mo yield$143 · $1,237 on $10k12.37%

−13.9%

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

Both

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B

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

Both

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B

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 vs JEPQ

IYF

iShares U.S. Financials

$16,521

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIYFJEPQ

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield1.43%12.37%

5 years, per year+10.6%[…]

3 years, per year+23.4%+17.4%

Worst drop · 1Y−13.9%−11.5%

Volatility · 1Y15.2%

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IYF vs JEPQ

Both

Both

$10,000 in IYF, JEPQ

Overlap: IYF, JEPQ

IYF vs JEPQ

JEPQ vs JEPI

SCHD vs VIG

SPYM vs SPY

Overlap: IYF, JEPQ

Income After Fees on $10,000