Compare · 2 funds side by side · dividends reinvested

IWR and JEPQ

IWRiShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,596IWR · best of the two

02 / 04

IWR and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.8B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.9

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: IWR 2001 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap ETF · $58.8B$14,596

IWR

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

IWRMeasureJEPQ

+16.9%Year to dateJan 1 → Nov 4+8.5%

+18.2%1 yearTotal return+9.3%

+21.2%3 years · per year$10,000 became $17,790 · $17,406+20.3%

+7.9%5 years · per year$10,000 became $14,596 · […][…]

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

1.14%Trailing 12-mo yield$114 · $1,217 a year on $10k12.17%

−8.2%Worst dropSmaller is better−8.8%

13.4%VolatilityLower is calmer15.5%

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

6–1IWR wins

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

More Ways to See the Pairs

IWR vs JEPQ: Top 5 Holdings

Today

IWR

3.7%in top 5

JEPQ

in top 527.9%

IWRStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

0.9%MPCnot top 5

0.8%PSXnot top 5

0.7%SNOWnot top 5

0.6%NETnot top 5

0.6%MRNAnot top 5

Held in common2.6%

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

IWR vs JEPQ Returns, Every Period

iSharesIWR

+18.2%

past year

JEPQJ.P. Morgan

+9.3%

past year

IWRJEPQFaded: behind in that period

3–0IWR wins

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

Stocks vs Income: IWR vs JEPQ

YTD

iSharesIWR

+16.9%

JEPQJ.P. Morgan

+8.5%

+16.9%Year to date+8.5%

−8.2%Worst drop · 1Y−8.8%

13.4%Volatility · 1Y15.5%

1.1%Yield12.2%

$58.8BAssets$42.1B

3–1IWR wins

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

Cost, Income and Risk

Fees: IWR, JEPQ

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

JEPQ0.35%$35

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

Yields: IWR, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

IWR1.14%$114

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IWR$114 − $18 = $96

KeptFee

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

Overlap: IWR, JEPQ

Today

2.6%most shared, IWR and JEPQ

IWRJEPQ

IWR—2.6%

JEPQ2.6%—

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

Return vs Bumpiness: 2 ETFs

+18.2%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQIWR

+8.5%Year to date+16.9%

12.2%Yield1.1%

+9.3%Past year+18.2%

0.35%Fee0.18%

3–1IWR 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%

$42.1BAssets$46.1B

1–1level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026