Compare · 2 funds side by side · dividends reinvested

KBWP and JEPI

KBWPInvesco×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,928KBWP · best of the two

02 / 04

KBWP and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Property & Casualty Insurance ETFSectors · Financials0.35%1.71%+14.5%+26.2%+20.5%+14.8%−12.0%18.3%$309M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: KBWP 2010 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Property & Casualty Insurance ETF · $309M$19,928

KBWP

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

KBWPMeasureJEPI

+14.5%Year to dateJan 1 → Nov 4+8.8%

+26.2%1 yearTotal return+11.9%

+20.5%3 years · per year$10,000 became $17,484 · $14,269+12.6%

+14.8%5 years · per year$10,000 became $19,928 · $14,635+7.9%

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

1.71%Trailing 12-mo yield$171 · $783 a year on $10k7.83%

−12.0%Worst dropSmaller is better−6.7%

18.3%VolatilityLower is calmer8.1%

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

4–3KBWP wins

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

More Ways to See the Pairs

KBWP vs JEPI: Top 5 Holdings

Today

KBWP

40.2%in top 5

JEPI

in top 59.5%

KBWPStockJEPI

8.2%CBnot top 5

8.2%TRVnot top 5

8.1%MRSHnot top 5

8.0%PGRnot top 5

7.8%AONnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common3.2%

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

KBWP vs JEPI Returns, Every Period

InvescoKBWP

+14.8%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

KBWPJEPIFaded: behind in that period

4–0KBWP wins

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

Sector vs Income: KBWP vs JEPI

YTD

InvescoKBWP

+14.5%

JEPIJ.P. Morgan

+8.8%

+14.5%Year to date+8.8%

−12.0%Worst drop · 1Y−6.7%

18.3%Volatility · 1Y8.1%

1.7%Yield7.8%

$309MAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: KBWP, JEPI

Today

0.35%lowest, KBWP

FundExpense ratioFee$10k

KBWP0.35%$35

JEPI0.35%$35

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

Yields: KBWP, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

KBWP1.71%$171

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

KBWP$171 − $35 = $136

KeptFee

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

Overlap: KBWP, JEPI

Today

3.2%most shared, KBWP and JEPI

KBWPJEPI

KBWP—3.2%

JEPI3.2%—

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

Return vs Bumpiness: 2 ETFs

+26.2%KBWP, at 18.3% volatility

JEPIWorst drop−6.7%8.1% vol

KBWPWorst drop−12.0%18.3% vol

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

Paid More vs Made More

YTD

JEPIKBWP

+8.8%Year to date+14.5%

7.8%Yield1.7%

+11.9%Past year+26.2%

0.35%Fee0.35%

2–1KBWP 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%

$41.8BAssets$46.0B

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026