Compare · 3 funds side by side · dividends reinvested

IWS, JEPQ and JEPI

IWSiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

IWS, JEPQ 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%$14.9B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

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: IWS 2001 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

IWS

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

IWSMeasureJEPQ

+22.1%Year to dateJan 1 → Nov 3+7.5%

+25.2%1 yearTotal return+8.6%

+22.3%3 years · per year$10,000 became $18,297 · $17,450+20.4%

+9.1%5 years · per year$10,000 became $15,424 · […][…]

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

1.29%Trailing 12-mo yield$129 · $1,228 a year on $10k12.28%

−7.5%Worst dropSmaller is better−8.8%

13.0%VolatilityLower is calmer15.5%

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

6–1IWS 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 JEPQ: Top 5 Holdings

Today

IWS

3.8%in top 5

JEPQ

in top 527.5%

IWSStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

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 common1.4%

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

IWS vs JEPQ Returns, Every Period

iSharesIWS

+25.2%

past year

JEPQJ.P. Morgan

+8.6%

past year

IWSJEPQFaded: behind in that period

3–0IWS wins

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

Stocks vs Income: IWS vs JEPQ

YTD

iSharesIWS

+22.1%

JEPQJ.P. Morgan

+7.5%

+22.1%Year to date+7.5%

−7.5%Worst drop · 1Y−8.8%

13.0%Volatility · 1Y15.5%

1.3%Yield12.3%

$14.9BAssets$41.8B

3–1IWS wins

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

Cost, Income and Risk

Fees: IWS, JEPQ, JEPI

Today

0.23%lowest, IWS

FundExpense ratioFee$10k

IWS0.23%$23

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: IWS, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

IWS1.29%$129

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

IWS$129 − $23 = $106

KeptFee

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

Overlap: IWS, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

IWSJEPQJEPI

IWS—1.4%3.8%

JEPQ1.4%—26.6%

JEPI3.8%26.6%—

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

Return vs Bumpiness: 3 ETFs

+25.2%IWS, at 13.0% volatility

JEPIWorst drop−6.7%7.9% vol

IWSWorst drop−7.5%13.0% 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

JEPQIWS

+7.5%Year to date+22.1%

12.3%Yield1.3%

+8.6%Past year+25.2%

0.35%Fee0.23%

3–1IWS 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