Compare · 2 funds side by side · dividends reinvested

KBWB and JEPQ

KBWBInvesco×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,116KBWB · best of the two

02 / 04

KBWB and JEPQ, 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%$42.6B1.3

Invesco KBW Bank ETFSectors · Financials0.35%2.12%+6.2%+17.1%+35.9%+7.1%−16.4%20.5%$6.9B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: KBWB 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.9B$14,116

KBWB

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

KBWBMeasureJEPQ

+6.2%Year to dateJan 1 → Nov 5+8.5%

+17.1%1 yearTotal return+9.3%

+35.9%3 years · per year$10,000 became $25,073 · $17,406+20.3%

+7.1%5 years · per year$10,000 became $14,116 · […][…]

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

2.12%Trailing 12-mo yield$212 · $1,217 a year on $10k12.17%

−16.4%Worst dropSmaller is better−8.8%

20.5%VolatilityLower is calmer15.5%

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

2–4JEPQ wins

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

More Ways to See the Pairs

KBWB vs JEPQ: Top 5 Holdings

Today

KBWB

38.7%in top 5

JEPQ

in top 528.3%

KBWBStockJEPQ

8.4%WFCnot top 5

8.2%JPMnot top 5

7.6%MSnot top 5

7.5%GSnot top 5

not top 5AAPL7.1%

6.9%BACnot top 5

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

KBWB vs JEPQ Returns, Every Period

InvescoKBWB

+17.1%

past year

JEPQJ.P. Morgan

+9.3%

past year

KBWBJEPQFaded: behind in that period

2–1KBWB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: KBWB vs JEPQ

YTD

InvescoKBWB

+6.2%

JEPQJ.P. Morgan

+8.5%

+6.2%Year to date+8.5%

−16.4%Worst drop · 1Y−8.8%

20.5%Volatility · 1Y15.5%

2.1%Yield12.2%

$6.9BAssets$42.6B

4–0JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWB, JEPQ

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: KBWB, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

KBWB2.12%$212

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

KBWB$212 − $35 = $177

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: KBWB, JEPQ

Today

0.0%most shared, KBWB and JEPQ

KBWBJEPQ

KBWB—0.0%

JEPQ0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.1%KBWB, at 20.5% volatility

JEPQWorst drop−8.8%15.5% vol

KBWBWorst drop−16.4%20.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQKBWB

+8.5%Year to date+6.2%

12.2%Yield2.1%

+9.3%Past year+17.1%

0.35%Fee0.35%

2–1JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026