Compare CWB and JEPQ | ETF Tracker

CWB and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.0

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CWB

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

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

CWBMeasureJEPQ

+6.5%Year to dateJan 1 → Nov 4+8.5%

+2.2%1 yearTotal return+9.3%

+15.3%3 years · per year$10,000 became $15,346 · $17,406+20.3%

+3.6%5 years · per year$10,000 became $11,943 · […][…]

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

1.80%Trailing 12-mo yield$180 · $1,217 a year on $10k12.17%

−15.4%Worst dropSmaller is better−8.8%

17.8%VolatilityLower is calmer15.5%

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

0–7JEPQ 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 JEPQ: Top 5 Holdings

Today

CWB

9.4%in top 5

JEPQ

in top 527.9%

CWBStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

3.2%METAMnot top 5

2.0%GOOGMnot top 5

2.0%GOOGNnot top 5

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 JEPQ Returns, Every Period

1Y

SPDRCWB

+2.2%

past year

JEPQJ.P. Morgan

+9.3%

past year

CWBJEPQFaded: behind in that period

0–3JEPQ wins

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

Bonds vs Income: CWB vs JEPQ

YTD

SPDRCWB

+6.5%

JEPQJ.P. Morgan

+8.5%

+6.5%Year to date+8.5%

−15.4%Worst drop · 1Y−8.8%

17.8%Volatility · 1Y15.5%

1.8%Yield12.2%

$5.3BAssets$41.8B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: CWB, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

CWB0.40%$40

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

Yields: CWB, JEPQ

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

CWB1.80%$180

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

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

CWB$180 − $40 = $140

KeptFee

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

Overlap: CWB, JEPQ

Today

0.0%most shared, CWB and JEPQ

CWBJEPQ

CWB—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+9.3%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% 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

JEPQCWB

+8.5%Year to date+6.5%

12.2%Yield1.8%

+9.3%Past year+2.2%

0.35%Fee0.40%

4–0JEPQ 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