Compare · 2 funds side by side · dividends reinvested

JEPQ and IWF

JEPQJ.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

JEPQ and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.3

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: JEPQ 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

IWF

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

$10,000 five years ago, dividends reinvested · they hold 50.2% in common

JEPQMeasureIWF

+8.5%Year to dateJan 1 → Nov 4−0.1%

+9.3%1 yearTotal return−3.0%

+20.3%3 years · per year$10,000 became $17,406 · $18,310+22.3%

[…]5 years · per year$10,000 became […] · $16,559+10.6%

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

12.17%Trailing 12-mo yield$1,217 · $37 a year on $10k0.37%

−8.8%Worst dropSmaller is better−15.6%

15.5%VolatilityLower is calmer18.3%

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

5–2JEPQ wins

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

More Ways to See the Pairs

JEPQ vs IWF: Top 5 Holdings

Today

JEPQ

27.9%in top 5

IWF

in top 539.3%

JEPQStockIWF

7.1%NVDA15.1%

6.8%AAPL8.1%

5.6%MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

4.2%MUnot top 5

4.1%GOOGnot top 5

Held in common50.2%

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

JEPQ vs IWF Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

IWFiShares

−3.0%

past year

JEPQIWFFaded: behind in that period

2–1JEPQ wins

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

Income vs Stocks: JEPQ vs IWF

YTD

J.P. MorganJEPQ

+8.5%

IWFiShares

−0.1%

+8.5%Year to date−0.1%

−8.8%Worst drop · 1Y−15.6%

15.5%Volatility · 1Y18.3%

12.2%Yield0.4%

$42.1BAssets$121B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: JEPQ, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

JEPQ0.35%$35

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

Yields: JEPQ, IWF

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

IWF0.37%$37

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IWF$37 − $18 = $19

KeptFee

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

Overlap: JEPQ, IWF

Today

50.2%most shared, JEPQ and IWF

JEPQIWF

JEPQ—50.2%

IWF50.2%—

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

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% 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

JEPQIWF

+8.5%Year to date−0.1%

12.2%Yield0.4%

+9.3%Past year−3.0%

0.35%Fee0.18%

3–1JEPQ 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