Compare · 2 funds side by side · dividends reinvested

IWR and JEPI

IWRiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 04

IWR and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: IWR 2001 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap ETF · $58.2B$14,220

IWR

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

IWRMeasureJEPI

+15.6%Year to dateJan 1 → Nov 3+7.0%

+16.7%1 yearTotal return+9.8%

+21.0%3 years · per year$10,000 became $17,698 · $14,201+12.4%

+7.3%5 years · per year$10,000 became $14,220 · $14,322+7.4%

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

1.15%Trailing 12-mo yield$115 · $796 a year on $10k7.96%

−8.2%Worst dropSmaller is better−6.7%

13.4%VolatilityLower is calmer7.9%

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

4–4Level

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

More Ways to See the Pairs

IWR vs JEPI: Top 5 Holdings

Today

IWR

3.8%in top 5

JEPI

in top 59.5%

IWRStockJEPI

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

1.0%MPCnot top 5

0.8%PSXnot top 5

0.8%SNOWnot top 5

0.7%NETnot top 5

0.6%MRNAnot top 5

Held in common4.4%

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

IWR vs JEPI Returns, Every Period

iSharesIWR

+7.3%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

IWRJEPIFaded: behind in that period

3–1IWR wins

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

Stocks vs Income: IWR vs JEPI

YTD

iSharesIWR

+15.6%

JEPIJ.P. Morgan

+7.0%

+15.6%Year to date+7.0%

−8.2%Worst drop · 1Y−6.7%

13.4%Volatility · 1Y7.9%

1.2%Yield8.0%

$58.2BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: IWR, JEPI

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

JEPI0.35%$35

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

Yields: IWR, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

IWR1.15%$115

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

IWR$115 − $18 = $97

KeptFee

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

Overlap: IWR, JEPI

Today

4.4%most shared, IWR and JEPI

IWRJEPI

IWR—4.4%

JEPI4.4%—

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

Return vs Bumpiness: 2 ETFs

+16.7%IWR, at 13.4% volatility

JEPIWorst drop−6.7%7.9% vol

IWRWorst drop−8.2%13.4% vol

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

Paid More vs Made More

YTD

JEPIIWR

+7.0%Year to date+15.6%

8.0%Yield1.2%

+9.8%Past year+16.7%

0.35%Fee0.18%

3–1IWR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ 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