Compare · 2 funds side by side · dividends reinvested

IWS and JEPI

IWSiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,424IWS · best of the two

02 / 04

IWS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap Value ETFUS Stock Styles · Mid cap0.23%1.29%+22.1%+25.2%+22.3%+9.1%−7.5%13.0%$14.9B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.6

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: IWS 2001 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap Value ETF · $14.9B$15,424

IWS

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

IWSMeasureJEPI

+22.1%Year to dateJan 1 → Nov 3+7.0%

+25.2%1 yearTotal return+9.8%

+22.3%3 years · per year$10,000 became $18,297 · $14,201+12.4%

+9.1%5 years · per year$10,000 became $15,424 · $14,322+7.4%

0.23%Expense ratio$23 · $35 a year on $10k · lower is better0.35%

1.29%Trailing 12-mo yield$129 · $796 a year on $10k7.96%

−7.5%Worst dropSmaller is better−6.7%

13.0%VolatilityLower is calmer7.9%

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

5–3IWS wins

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

More Ways to See the Pairs

IWS vs JEPI: Top 5 Holdings

Today

IWS

3.8%in top 5

JEPI

in top 59.5%

IWSStockJEPI

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

1.0%PSXnot top 5

0.8%MRNAnot top 5

0.7%HPEnot top 5

0.6%DLRnot top 5

0.6%ALLnot top 5

Held in common3.8%

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

IWS vs JEPI Returns, Every Period

iSharesIWS

+9.1%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

IWSJEPIFaded: behind in that period

4–0IWS wins

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

Stocks vs Income: IWS vs JEPI

YTD

iSharesIWS

+22.1%

JEPIJ.P. Morgan

+7.0%

+22.1%Year to date+7.0%

−7.5%Worst drop · 1Y−6.7%

13.0%Volatility · 1Y7.9%

1.3%Yield8.0%

$14.9BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: IWS, JEPI

Today

0.23%lowest, IWS

FundExpense ratioFee$10k

IWS0.23%$23

JEPI0.35%$35

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

Yields: IWS, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

IWS1.29%$129

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

IWS$129 − $23 = $106

KeptFee

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

Overlap: IWS, JEPI

Today

3.8%most shared, IWS and JEPI

IWSJEPI

IWS—3.8%

JEPI3.8%—

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

Return vs Bumpiness: 2 ETFs

+25.2%IWS, at 13.0% volatility

JEPIWorst drop−6.7%7.9% vol

IWSWorst drop−7.5%13.0% vol

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

Paid More vs Made More

YTD

JEPIIWS

+7.0%Year to date+22.1%

8.0%Yield1.3%

+9.8%Past year+25.2%

0.35%Fee0.23%

3–1IWS 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