Compare · 3 funds side by side · dividends reinvested

KBWD, JEPQ and JEPI

KBWDInvesco×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,108JEPI · best of the three

02 / 04

KBWD, JEPQ and JEPI, 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%$42.6B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.6

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.86%−12.1%−9.0%+5.1%−1.8%−23.4%17.5%$342M2.6

Rank among the three1st → 3rdFee, 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: KBWD 2010 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $342M$9,147

KBWD

JEPQ

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

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

KBWDMeasureJEPQ

−12.1%Year to dateJan 1 → Nov 5+8.5%

−9.0%1 yearTotal return+9.3%

+5.1%3 years · per year$10,000 became $11,600 · $17,406+20.3%

−1.8%5 years · per year$10,000 became $9,148 · […][…]

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

15.86%Trailing 12-mo yield$1,586 · $1,217 a year on $10k12.17%

−23.4%Worst dropSmaller is better−8.8%

17.5%VolatilityLower is calmer15.5%

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

1–6JEPQ wins

End-of-day Nov 5, 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

19.7%in top 5

JEPQ

in top 528.3%

KBWDStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

4.2%PMTnot top 5

not top 5GOOG4.2%

not top 5AMZN4.2%

4.1%IVRnot top 5

3.8%ARRnot top 5

3.8%ORCnot top 5

3.8%AINVnot top 5

Held in common0.0%

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

KBWD vs JEPQ Returns, Every Period

InvescoKBWD

−9.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

KBWDJEPQFaded: behind in that period

0–3JEPQ wins

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

KBWD vs JEPQ

YTD

InvescoKBWD

−12.1%

JEPQJ.P. Morgan

+8.5%

−12.1%Year to date+8.5%

−23.4%Worst drop · 1Y−8.8%

17.5%Volatility · 1Y15.5%

15.9%Yield12.2%

$342MAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: KBWD, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

KBWD5.39%$539

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

Yields: KBWD, JEPQ, JEPI

15.86%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.86%$1,586

JEPQ12.17%$1,217

JEPI8.09%$809

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

KBWD$1,586 − $539 = $1,047

JEPI$809 − $35 = $774

KeptFee

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

Overlap: KBWD, JEPQ, JEPI

Today

27.0%most shared, JEPQ and JEPI

KBWDJEPQJEPI

KBWD—0.0%0.0%

JEPQ0.0%—27.0%

JEPI0.0%27.0%—

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

Return vs Bumpiness: 3 ETFs

+9.3%JEPQ, at 15.5% volatility

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−8.8%15.5% vol

KBWDWorst drop−23.4%17.5% vol

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

Paid More vs Made More

YTD

KBWDJEPQ

−12.1%Year to date+8.5%

15.9%Yield12.2%

−9.0%Past year+9.3%

5.39%Fee0.35%

3–1JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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