USRT vs JEPQ

AUSRT

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$12,019USRT

Lowest cost0.08%USRT · $8 on $10k

Most income12.45%JEPQ · $1,245 on $10k

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

Held in common0.2%USRT and JEPQ

USRT

JEPQ

iShares Core U.S. REIT ETF · $4.3BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+14.6%3 years · per year$15,048 · $16,284+17.6%

+3.7%5 years · per year$12,019 · […][…]

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

2.65%12-mo yield$265 · $1,245 on $10k12.45%

−12.4%

End-of-day Nov 10, 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	AUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.65%	−0.1%	+18.0%	+16.2%	+14.6%	+3.7%	−12.4%	$4.3B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.65%	−0.1%	+18.0%	+16.2%	+14.6%	+3.7%	−12.4%	$4.3B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USRT vs JEPQ

USRT

iShares Core U.S. REIT

$12,019

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureUSRTJEPQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield2.65%12.45%

5 years, per year+3.7%[…]

3 years, per year+14.6%+17.6%

Worst drop · 1Y−12.4%−11.5%

Volatility · 1Y13.9%

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USRT vs JEPQ

Both

Both

$10,000 in USRT, JEPQ

Overlap: USRT, JEPQ

USRT vs JEPQ

JEPQ vs JEPI

SCHD vs VIG

SPYM vs SPY

Overlap: USRT, JEPQ

Income After Fees on $10,000