Compare · 2 funds side by side · dividends reinvested

CWI and JEPI

CWISPDR×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,184CWI · best of the two

02 / 04

CWI and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR MSCI ACWI ex-US ETFInternational · Ex-US broad0.30%2.76%+11.3%+15.2%+20.1%+8.7%−11.5%18.1%$2.8B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: CWI 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR MSCI ACWI ex-US ETF · $2.8B$15,184

CWI

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

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

CWIMeasureJEPI

+11.3%Year to dateJan 1 → Nov 9+7.5%

+15.2%1 yearTotal return+10.9%

+20.1%3 years · per year$10,000 became $17,304 · $13,679+11.0%

+8.7%5 years · per year$10,000 became $15,184 · $14,448+7.6%

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

2.76%Trailing 12-mo yield$276 · $793 a year on $10k7.93%

−11.5%Worst dropSmaller is better−6.7%

18.1%VolatilityLower is calmer9.0%

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

5–3CWI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CWI vs JEPI: Top 5 Holdings

Today

CWI

9.5%in top 5

JEPI

in top 59.9%

CWIStockJEPI

2.9%2330.TWnot top 5

2.0%SMSNnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

1.7%TSMnot top 5

1.6%ASML.ASnot top 5

1.3%000660.Knot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

CWI vs JEPI Returns, Every Period

SPDRCWI

+8.7%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

CWIJEPIFaded: behind in that period

4–0CWI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

International vs Income: CWI vs JEPI

YTD

SPDRCWI

+11.3%

JEPIJ.P. Morgan

+7.5%

+11.3%Year to date+7.5%

−11.5%Worst drop · 1Y−6.7%

18.1%Volatility · 1Y9.0%

2.8%Yield7.9%

$2.8BAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CWI, JEPI

Today

0.30%lowest, CWI

FundExpense ratioFee$10k

CWI0.30%$30

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CWI, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

CWI2.76%$276

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

CWI$276 − $30 = $246

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CWI, JEPI

Today

0.0%most shared, CWI and JEPI

CWIJEPI

CWI—0.0%

JEPI0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.2%CWI, at 18.1% volatility

JEPIWorst drop−6.7%9.0% vol

CWIWorst drop−11.5%18.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICWI

+7.5%Year to date+11.3%

7.9%Yield2.8%

+10.9%Past year+15.2%

0.35%Fee0.30%

3–1CWI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026