Compare · 2 funds side by side · dividends reinvested

IWD and JEPI

IWDiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,870IWD · best of the two

02 / 04

IWD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IWD 2000 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.2B$17,870

IWD

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 30.3% in common

IWDMeasureJEPI

+27.5%Year to dateJan 1 → Nov 4+8.8%

+32.0%1 yearTotal return+11.9%

+24.5%3 years · per year$10,000 became $19,285 · $14,269+12.6%

+12.3%5 years · per year$10,000 became $17,870 · $14,635+7.9%

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

1.33%Trailing 12-mo yield$133 · $783 a year on $10k7.83%

−6.8%Worst dropSmaller is better−6.7%

11.2%VolatilityLower is calmer8.1%

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

5–3IWD wins

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

More Ways to See the Pairs

IWD vs JEPI: Top 5 Holdings

Today

IWD

21.9%in top 5

JEPI

in top 59.5%

IWDStockJEPI

5.9%AMZNnot top 5

5.8%AAPL1.9%

5.1%MSFT1.9%

2.7%BRK-Bnot top 5

2.4%JPMnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common30.3%

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

IWD vs JEPI Returns, Every Period

iSharesIWD

+12.3%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

IWDJEPIFaded: behind in that period

4–0IWD wins

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

Stocks vs Income: IWD vs JEPI

YTD

iSharesIWD

+27.5%

JEPIJ.P. Morgan

+8.8%

+27.5%Year to date+8.8%

−6.8%Worst drop · 1Y−6.7%

11.2%Volatility · 1Y8.1%

1.3%Yield7.8%

$83.2BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: IWD, JEPI

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

JEPI0.35%$35

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

Yields: IWD, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IWD1.33%$133

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IWD$133 − $18 = $115

KeptFee

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

Overlap: IWD, JEPI

Today

30.3%most shared, IWD and JEPI

IWDJEPI

IWD—30.3%

JEPI30.3%—

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

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

JEPIWorst drop−6.7%8.1% vol

IWDWorst drop−6.8%11.2% vol

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

Paid More vs Made More

YTD

JEPIIWD

+8.8%Year to date+27.5%

7.8%Yield1.3%

+11.9%Past year+32.0%

0.35%Fee0.18%

3–1IWD 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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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