Compare · 3 funds side by side · dividends reinvested

CWI, JEPQ and JEPI

CWISPDR×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

CWI, JEPQ 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%$2.8B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.3

Rank among the three1st → 3rdFee, 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 · JEPQ 2022 · 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

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

CWIMeasureJEPQ

+11.3%Year to dateJan 1 → Nov 9+6.6%

+15.2%1 yearTotal return+9.2%

+20.1%3 years · per year$10,000 became $17,304 · $16,495+18.2%

+8.7%5 years · per year$10,000 became $15,184 · […][…]

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

2.76%Trailing 12-mo yield$276 · $1,239 a year on $10k12.39%

−11.5%Worst dropSmaller is better−11.5%

18.1%VolatilityLower is calmer16.9%

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

4–2CWI 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 JEPQ: Top 5 Holdings

Today

CWI

9.5%in top 5

JEPQ

in top 528.6%

CWIStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

2.9%2330.TWnot top 5

2.0%SMSNnot top 5

1.7%TSMnot top 5

1.6%ASML.ASnot top 5

1.3%000660.Knot top 5

Held in common0.1%

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

CWI vs JEPQ Returns, Every Period

SPDRCWI

+15.2%

past year

JEPQJ.P. Morgan

+9.2%

past year

CWIJEPQFaded: behind in that period

3–0CWI wins

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

International vs Income: CWI vs JEPQ

YTD

SPDRCWI

+11.3%

JEPQJ.P. Morgan

+6.6%

+11.3%Year to date+6.6%

−11.5%Worst drop · 1Y−11.5%

18.1%Volatility · 1Y16.9%

2.8%Yield12.4%

$2.8BAssets$40.7B

2–1JEPQ wins

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

Cost, Income and Risk

Fees: CWI, JEPQ, JEPI

Today

0.30%lowest, CWI

FundExpense ratioFee$10k

CWI0.30%$30

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: CWI, JEPQ, JEPI

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

CWI2.76%$276

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

JEPI$793 − $35 = $758

CWI$276 − $30 = $246

KeptFee

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

Overlap: CWI, JEPQ, JEPI

Today

27.5%most shared, JEPQ and JEPI

CWIJEPQJEPI

CWI—0.1%0.0%

JEPQ0.1%—27.5%

JEPI0.0%27.5%—

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

Return vs Bumpiness: 3 ETFs

+15.2%CWI, at 18.1% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% 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

JEPQCWI

+6.6%Year to date+11.3%

12.4%Yield2.8%

+9.2%Past year+15.2%

0.35%Fee0.30%

3–1CWI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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