JEPI vs IGV

AJEPI

BIGV

Measures won5–1JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,510JEPI · IGV $11,470

Lowest cost0.35%JEPI · $35 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common3.4%JEPI and IGV

JPMorgan Equity Premium Income ETF · $46.8BiShares Expanded Tech-Software Sector ETF · $13.0B

+11.1%3 years · per year$13,724 · $14,251+12.5%

+7.7%5 years · per year$14,510 · $11,470+2.8%

0.35%Expense ratio$35 · $38 on $10k · lower wins0.38%

7.86%12-mo yield$786 · $2 on $10k0.02%

End-of-day Nov 12, 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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.8%	−4.0%	−8.6%	+12.5%	+2.8%	−32.8%	$13.0B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.8%	−4.0%	−8.6%	+12.5%	+2.8%	−32.8%	$13.0B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPI

JPMorgan Equity Premium Income

$14,510

IGV

iShares Expanded Tech-Software Sector

$11,470

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