Compare · 2 funds side by side · dividends reinvested

KBWD and JEPQ

KBWDInvesco×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,094KBWD · best of the two

02 / 04

KBWD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.1

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.99%−12.9%−10.1%+4.1%−1.9%−23.4%17.5%$342M1.8

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: KBWD 2010 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $342M$9,094

KBWD

JEPQ

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

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

KBWDMeasureJEPQ

−12.9%Year to dateJan 1 → Nov 6+3.2%

−10.1%1 yearTotal return+4.5%

+4.1%3 years · per year$10,000 became $11,283 · $16,202+17.4%

−1.9%5 years · per year$10,000 became $9,094 · […][…]

5.39%Expense ratio$539 · $35 a year on $10k · lower is better0.35%

15.99%Trailing 12-mo yield$1,599 · $1,279 a year on $10k12.79%

−23.4%Worst dropSmaller is better−11.5%

17.5%VolatilityLower is calmer16.7%

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

1–6JEPQ wins

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

More Ways to See the Pairs

KBWD vs JEPQ: Top 5 Holdings

Today

KBWD

20.0%in top 5

JEPQ

in top 528.9%

KBWDStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

4.3%PMTnot top 5

4.1%IVRnot top 5

3.9%ORCnot top 5

3.9%ARRnot top 5

3.8%AINVnot top 5

Held in common0.0%

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

KBWD vs JEPQ Returns, Every Period

InvescoKBWD

−10.1%

past year

JEPQJ.P. Morgan

+4.5%

past year

KBWDJEPQFaded: behind in that period

0–3JEPQ wins

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

KBWD vs JEPQ

YTD

InvescoKBWD

−12.9%

JEPQJ.P. Morgan

+3.2%

−12.9%Year to date+3.2%

−23.4%Worst drop · 1Y−11.5%

17.5%Volatility · 1Y16.7%

16.0%Yield12.8%

$342MAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: KBWD, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

KBWD5.39%$539

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

Yields: KBWD, JEPQ

15.99%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.99%$1,599

JEPQ12.79%$1,279

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

KBWD$1,599 − $539 = $1,060

KeptFee

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

Overlap: KBWD, JEPQ

Today

0.0%most shared, KBWD and JEPQ

KBWDJEPQ

KBWD—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

+4.5%JEPQ, at 16.7% volatility

JEPQWorst drop−11.5%16.7% vol

KBWDWorst drop−23.4%17.5% vol

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

Paid More vs Made More

YTD

KBWDJEPQ

−12.9%Year to date+3.2%

16.0%Yield12.8%

−10.1%Past year+4.5%

5.39%Fee0.35%

3–1JEPQ 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026