Compare · 2 funds side by side · dividends reinvested

IWL and JEPI

IWLiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,465IWL · best of the two

02 / 04

IWL and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Top 200 ETFUS Stock Styles · Large cap0.15%0.88%+7.0%+8.1%+22.5%+11.8%−9.8%14.1%$2.2B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: IWL 2009 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Top 200 ETF · $2.2B$17,465

IWL

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested · they hold 40.5% in common

IWLMeasureJEPI

+7.0%Year to dateJan 1 → Nov 5+5.2%

+8.1%1 yearTotal return+8.3%

+22.5%3 years · per year$10,000 became $18,399 · $13,674+11.0%

+11.8%5 years · per year$10,000 became $17,465 · $14,108+7.1%

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

0.88%Trailing 12-mo yield$88 · $809 a year on $10k8.09%

−9.8%Worst dropSmaller is better−6.7%

14.1%VolatilityLower is calmer8.8%

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

4–4Level

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

More Ways to See the Pairs

IWL vs JEPI: Top 5 Holdings

Today

IWL

31.8%in top 5

JEPI

in top 59.9%

IWLStockJEPI

8.9%AAPL1.9%

8.2%NVDAnot top 5

7.2%MSFT2.0%

4.5%AMZNnot top 5

3.0%GOOGLnot top 5

not top 5MA2.0%

not top 5MMM1.9%

not top 5V1.9%

Held in common40.5%

End-of-day Nov 5, 2026 · share of each fund

IWL vs JEPI Returns, Every Period

iSharesIWL

+11.8%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

IWLJEPIFaded: behind in that period

3–1IWL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWL vs JEPI

YTD

iSharesIWL

+7.0%

JEPIJ.P. Morgan

+5.2%

+7.0%Year to date+5.2%

−9.8%Worst drop · 1Y−6.7%

14.1%Volatility · 1Y8.8%

0.9%Yield8.1%

$2.2BAssets$46.1B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWL, JEPI

Today

0.15%lowest, IWL

FundExpense ratioFee$10k

IWL0.15%$15

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWL, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IWL0.88%$88

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IWL$88 − $15 = $73

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWL, JEPI

Today

40.5%most shared, IWL and JEPI

IWLJEPI

IWL—40.5%

JEPI40.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.3%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

IWLWorst drop−9.8%14.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIWL

+5.2%Year to date+7.0%

8.1%Yield0.9%

+8.3%Past year+8.1%

0.35%Fee0.15%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026