Compare · 2 funds side by side · dividends reinvested

CWB and JEPI

CWBSPDR×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

CWB and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.1

State Street SPDR Bloomberg Convertible Securities ETFBonds & Cash · Other bonds0.40%1.80%+6.5%+2.2%+15.3%+3.6%−15.4%17.8%$5.3B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CWB 2009 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Bloomberg Convertible Securities ETF · $5.3B$11,943

CWB

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CWBMeasureJEPI

+6.5%Year to dateJan 1 → Nov 4+8.8%

+2.2%1 yearTotal return+11.9%

+15.3%3 years · per year$10,000 became $15,346 · $14,269+12.6%

+3.6%5 years · per year$10,000 became $11,943 · $14,635+7.9%

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

1.80%Trailing 12-mo yield$180 · $783 a year on $10k7.83%

−15.4%Worst dropSmaller is better−6.7%

17.8%VolatilityLower is calmer8.1%

CWBJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CWB vs JEPI: Top 5 Holdings

Today

CWB

9.4%in top 5

JEPI

in top 59.5%

CWBStockJEPI

3.2%METAMnot top 5

2.0%GOOGMnot top 5

2.0%GOOGNnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.1%WFC-PLnot top 5

1.1%SMCIPnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

CWB vs JEPI Returns, Every Period

SPDRCWB

+3.6%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

CWBJEPIFaded: behind in that period

1–3JEPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CWB vs JEPI

YTD

SPDRCWB

+6.5%

JEPIJ.P. Morgan

+8.8%

+6.5%Year to date+8.8%

−15.4%Worst drop · 1Y−6.7%

17.8%Volatility · 1Y8.1%

1.8%Yield7.8%

$5.3BAssets$46.0B

4–0JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CWB, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

CWB0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CWB, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

CWB1.80%$180

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

CWB$180 − $40 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CWB, JEPI

Today

0.0%most shared, CWB and JEPI

CWBJEPI

CWB—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

CWBWorst drop−15.4%17.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICWB

+8.8%Year to date+6.5%

7.8%Yield1.8%

+11.9%Past year+2.2%

0.35%Fee0.40%

4–0JEPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026