JEPQ vs IJS

AJEPQ

BIJS

Measures won2–3IJS wins · of 6 · 5Y

$10,000 · 5Y$13,404IJS

Lowest cost0.18%IJS · $18 on $10k

Most income12.20%JEPQ · $1,220 on $10k

Smallest drop−9.3%IJS · worst fall in 1Y

Held in common0.0%JEPQ and IJS

JEPQ

IJS

JPMorgan Nasdaq Equity Premium Income ETF · $41.8BiShares S&P Small-Cap 600 Value ETF · $7.8B

+18.2%3 years · per year$16,525 · $15,965+16.9%

[…]5 years · per year[…] · $13,404+6.0%

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

12.20%12-mo yield$1,220 · $138 on $10k1.38%

−11.5%

End-of-day Nov 11, 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	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.38%	+0.7%	+19.3%	+22.0%	+16.9%	+6.0%	−9.3%	$7.8B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.38%	+0.7%	+19.3%	+22.0%	+16.9%	+6.0%	−9.3%	$7.8B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPQ vs IJS

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

IJS

iShares S&P Small-Cap 600 Value

$13,404

MeasureJEPQIJS

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield12.20%1.38%

5 years, per year[…]+6.0%

3 years, per year+18.2%+16.9%

Worst drop · 1Y−11.5%−9.3%

Volatility · 1Y16.9%

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JEPQ vs IJS

Both

Both

$10,000 in JEPQ, IJS

Overlap: JEPQ, IJS

JEPQ vs IJS

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Overlap: JEPQ, IJS

Income After Fees on $10,000