Compare · 2 funds side by side · dividends reinvested

IWS and JEPQ

IWSiShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,352IWS · best of the two

02 / 04

IWS and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap Value ETFUS Stock Styles · Mid cap0.23%1.31%+20.6%+23.9%+20.9%+9.0%−7.5%13.3%$14.8B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWS 2001 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap Value ETF · $14.8B$15,352

IWS

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

IWSMeasureJEPQ

+20.6%Year to dateJan 1 → Nov 6+3.2%

+23.9%1 yearTotal return+4.5%

+20.9%3 years · per year$10,000 became $17,688 · $16,202+17.4%

+9.0%5 years · per year$10,000 became $15,352 · […][…]

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

1.31%Trailing 12-mo yield$131 · $1,279 a year on $10k12.79%

−7.5%Worst dropSmaller is better−11.5%

13.3%VolatilityLower is calmer16.7%

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

6–1IWS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWS vs JEPQ: Top 5 Holdings

Today

IWS

3.6%in top 5

JEPQ

in top 528.9%

IWSStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

0.9%PSXnot top 5

0.9%MRNAnot top 5

0.7%ALLnot top 5

0.6%DLRnot top 5

0.6%BDXnot top 5

Held in common1.5%

End-of-day Nov 6, 2026 · share of each fund

IWS vs JEPQ Returns, Every Period

iSharesIWS

+23.9%

past year

JEPQJ.P. Morgan

+4.5%

past year

IWSJEPQFaded: behind in that period

3–0IWS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWS vs JEPQ

YTD

iSharesIWS

+20.6%

JEPQJ.P. Morgan

+3.2%

+20.6%Year to date+3.2%

−7.5%Worst drop · 1Y−11.5%

13.3%Volatility · 1Y16.7%

1.3%Yield12.8%

$14.8BAssets$40.7B

3–1IWS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWS, JEPQ

Today

0.23%lowest, IWS

FundExpense ratioFee$10k

IWS0.23%$23

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWS, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

IWS1.31%$131

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

IWS$131 − $23 = $108

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWS, JEPQ

Today

1.5%most shared, IWS and JEPQ

IWSJEPQ

IWS—1.5%

JEPQ1.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.9%IWS, at 13.3% volatility

IWSWorst drop−7.5%13.3% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIWS

+3.2%Year to date+20.6%

12.8%Yield1.3%

+4.5%Past year+23.9%

0.35%Fee0.23%

3–1IWS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026