Compare · 2 funds side by side · dividends reinvested

DON and JEPQ

DONWisdomTree×JEPQJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,720DON · best of the two

Story of the two · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the two · RiskSmallest drop

DON and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.87%+15.5%+17.1%+15.1%+8.0%−9.1%12.4%$4.0B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B1.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: DON 2006 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,720

DON

JEPQ

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

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

DONMeasureJEPQ

+15.5%

More Ways to See the Pairs

DON vs JEPQ: Top 5 Holdings

Today

DON

7.3%in top 5

JEPQ

in top 527.6%

DONStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.9%

not top 5AMZN4.4%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: DON, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

DON0.38%$38

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DON, JEPQ

1Y

12.20%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+8.1%

+17.1%1 yearTotal return+9.0%

+15.1%3 years · per year$10,000 became $15,261 · $16,525+18.2%

+8.0%5 years · per year$10,000 became $14,720 · […][…]

0.38%Expense ratio$38 · $35 a year on $10k · lower is better0.35%

1.87%Trailing 12-mo yield$187 · $1,220 a year on $10k12.20%

−9.1%Worst dropSmaller is better−11.5%

12.4%VolatilityLower is calmer16.9%

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

4–3DON wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.6%BBYnot top 5

1.6%VTRSnot top 5

1.4%BENnot top 5

1.3%HASnot top 5

1.3%APAnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

DON vs JEPQ Returns, Every Period

1Y

WisdomTreeDON

+17.1%

past year

JEPQJ.P. Morgan

+9.0%

past year

DONJEPQFaded: behind in that period

2–1DON wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DON vs JEPQ

YTD

WisdomTreeDON

+15.5%

JEPQJ.P. Morgan

+8.1%

+15.5%Year to date+8.1%

−9.1%Worst drop · 1Y−11.5%

12.4%Volatility · 1Y16.9%

1.9%Yield12.2%

$4.0BAssets$41.8B

3–1DON wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPQ12.20%$1,220

DON1.87%$187

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

DON$187 − $38 = $149

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DON, JEPQ

Today

0.0%most shared, DON and JEPQ

DONJEPQ

DON—0.0%

JEPQ0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.1%DON, at 12.4% volatility

DONWorst drop−9.1%12.4% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDON

+8.1%Year to date+15.5%

12.2%Yield1.9%

+9.0%Past year+17.1%

0.35%Fee0.38%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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DON and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two