Compare · 3 funds side by side · dividends reinvested

IWR, JEPQ and JEPI

IWRiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

IWR, JEPQ 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%$58.2B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

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: IWR 2001 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

IWR

JEPQ

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

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

IWRMeasureJEPQ

+15.6%Year to dateJan 1 → Nov 3+7.5%

+16.7%1 yearTotal return+8.6%

+21.0%3 years · per year$10,000 became $17,698 · $17,450+20.4%

+7.3%5 years · per year$10,000 became $14,220 · […][…]

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

1.15%Trailing 12-mo yield$115 · $1,228 a year on $10k12.28%

−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 3, 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

3.8%in top 5

JEPQ

in top 527.5%

IWRStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

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 common2.6%

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

IWR vs JEPQ Returns, Every Period

iSharesIWR

+16.7%

past year

JEPQJ.P. Morgan

+8.6%

past year

IWRJEPQFaded: behind in that period

3–0IWR wins

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

Stocks vs Income: IWR vs JEPQ

YTD

iSharesIWR

+15.6%

JEPQJ.P. Morgan

+7.5%

+15.6%Year to date+7.5%

−8.2%Worst drop · 1Y−8.8%

13.4%Volatility · 1Y15.5%

1.2%Yield12.3%

$58.2BAssets$41.8B

3–1IWR wins

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

Cost, Income and Risk

Fees: IWR, JEPQ, JEPI

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: IWR, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

IWR1.15%$115

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

IWR$115 − $18 = $97

KeptFee

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

Overlap: IWR, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

IWRJEPQJEPI

IWR—2.6%4.4%

JEPQ2.6%—26.6%

JEPI4.4%26.6%—

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

Return vs Bumpiness: 3 ETFs

+16.7%IWR, at 13.4% volatility

JEPIWorst drop−6.7%7.9% vol

IWRWorst drop−8.2%13.4% 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

JEPQIWR

+7.5%Year to date+15.6%

12.3%Yield1.2%

+8.6%Past year+16.7%

0.35%Fee0.18%

3–1IWR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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