JEPI vs IBIT

AJEPI

BIBIT

Measures won3–1JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.25%IBIT · $25 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common[…]JEPI and IBIT

JEPI

IBIT

JPMorgan Equity Premium Income ETF · $46.8BiShares Bitcoin Trust ETF · $61.0B

+10.7%3 years · per year$13,562 · […][…]

+7.1%5 years · per year$14,118 · […][…]

0.35%Expense ratio$35 · $25 on $10k · lower wins0.25%

8.09%12-mo yield$809 · $0 on $10k0.00%

−6.7%Worst dropSmaller wins−44.7%

8.8%VolatilityLower wins44.7%

3–1JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · IBIT

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	BIBIT	iShares Bitcoin Trust ETFRead Desk		0.25%	0.00%	−0.3%	−13.6%	−27.2%	new	new	−44.7%	$61.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	BIBIT	iShares Bitcoin Trust ETFRead Desk		0.25%	0.00%	−0.3%	−13.6%	−27.2%	new	new	−44.7%	$61.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPI vs IBIT

JEPI

JPMorgan Equity Premium Income

$14,118

IBIT

iShares Bitcoin Trust

[…]

MeasureJEPIIBIT

Fee0.35%0.25%

Cost on $10k a year$35$25

Yield8.09%0.00%

5 years, per year+7.1%[…]

3 years, per year+10.7%[…]

Worst drop · 1Y−6.7%−44.7%

Volatility · 1Y8.8%44.7%

3–1measures won
JEPI first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

IBIT vs FBTC

YTD

iSharesIBIT

−13.6%

FBTCFidelity

−13.6%

−13.6%Year to date−13.6%

0.25% · $25Fee · on $10k a year0.25% · $25

$61.0BAssets$13.5B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: JEPI, IBIT

Today

[…]holdings […]

JEPIIBIT

JEPI—[…]

IBIT[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IBIT$0 − $25 = −$25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee