Compare · 2 funds side by side · dividends reinvested

JEPI and IWF

JEPIJ.P. Morgan×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

JEPI and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: JEPI 2020 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,635

JEPI

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 26.8% in common

JEPIMeasureIWF

+8.8%Year to dateJan 1 → Nov 4−0.1%

+11.9%1 yearTotal return−3.0%

+12.6%3 years · per year$10,000 became $14,269 · $18,310+22.3%

+7.9%5 years · per year$10,000 became $14,635 · $16,559+10.6%

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

7.83%Trailing 12-mo yield$783 · $37 a year on $10k0.37%

−6.7%Worst dropSmaller is better−15.6%

8.1%VolatilityLower is calmer18.3%

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

5–3JEPI wins

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

More Ways to See the Pairs

JEPI vs IWF: Top 5 Holdings

Today

JEPI

9.5%in top 5

IWF

in top 539.3%

JEPIStockIWF

not top 5NVDA15.1%

1.9%AAPL8.1%

1.9%MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

2.0%MAnot top 5

1.9%Vnot top 5

1.8%NEEnot top 5

Held in common26.8%

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

JEPI vs IWF Returns, Every Period

J.P. MorganJEPI

+7.9%

5 years, per year

IWFiShares

+10.6%

5 years, per year

JEPIIWFFaded: behind in that period

2–2Level

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

Income vs Stocks: JEPI vs IWF

YTD

J.P. MorganJEPI

+8.8%

IWFiShares

−0.1%

+8.8%Year to date−0.1%

−6.7%Worst drop · 1Y−15.6%

8.1%Volatility · 1Y18.3%

7.8%Yield0.4%

$46.1BAssets$121B

4–0JEPI wins

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

Cost, Income and Risk

Fees: JEPI, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

JEPI0.35%$35

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

Yields: JEPI, IWF

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IWF0.37%$37

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IWF$37 − $18 = $19

KeptFee

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

Overlap: JEPI, IWF

Today

26.8%most shared, JEPI and IWF

JEPIIWF

JEPI—26.8%

IWF26.8%—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

JEPIIWF

+8.8%Year to date−0.1%

7.8%Yield0.4%

+11.9%Past year−3.0%

0.35%Fee0.18%

3–1JEPI 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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

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