Compare · 3 funds side by side · dividends reinvested

IWD, JEPQ and JEPI

IWDiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,178IWD · best of the three

02 / 04

IWD, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IWD 2000 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.2B$17,178

IWD

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 28.6% in common

IWDMeasureJEPQ

+24.2%Year to dateJan 1 → Nov 3+7.5%

+28.4%1 yearTotal return+8.6%

+23.8%3 years · per year$10,000 became $18,980 · $17,450+20.4%

+11.4%5 years · per year$10,000 became $17,178 · […][…]

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

1.37%Trailing 12-mo yield$137 · $1,228 a year on $10k12.28%

−6.8%Worst dropSmaller is better−8.8%

11.0%VolatilityLower is calmer15.5%

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

6–1IWD wins

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

More Ways to See the Pairs

IWD vs JEPQ: Top 5 Holdings

Today

IWD

21.8%in top 5

JEPQ

in top 527.5%

IWDStockJEPQ

not top 5NVDA6.9%

6.0%AAPL6.9%

5.6%AMZNnot top 5

5.1%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

2.7%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common28.6%

End-of-day Nov 3, 2026 · share of each fund

IWD vs JEPQ Returns, Every Period

iSharesIWD

+28.4%

past year

JEPQJ.P. Morgan

+8.6%

past year

IWDJEPQFaded: behind in that period

3–0IWD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWD vs JEPQ

YTD

iSharesIWD

+24.2%

JEPQJ.P. Morgan

+7.5%

+24.2%Year to date+7.5%

−6.8%Worst drop · 1Y−8.8%

11.0%Volatility · 1Y15.5%

1.4%Yield12.3%

$83.2BAssets$41.8B

3–1IWD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, JEPQ, JEPI

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IWD, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

IWD1.37%$137

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IWD, JEPQ, JEPI

Today

30.2%most shared, IWD and JEPI

IWDJEPQJEPI

IWD—28.6%30.2%

JEPQ28.6%—26.6%

JEPI30.2%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.4%IWD, at 11.0% volatility

JEPIWorst drop−6.7%7.9% vol

IWDWorst drop−6.8%11.0% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIWD

+7.5%Year to date+24.2%

12.3%Yield1.4%

+8.6%Past year+28.4%

0.35%Fee0.18%

3–1IWD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026