Compare · 2 funds side by side · dividends reinvested

KBWP and JEPQ

KBWPInvesco×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,450KBWP · best of the two

02 / 04

KBWP and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Property & Casualty Insurance ETFSectors · Financials0.35%1.75%+11.4%+19.7%+17.9%+14.2%−12.0%18.3%$313M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.4

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: KBWP 2010 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Property & Casualty Insurance ETF · $313M$19,450

KBWP

JEPQ

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

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

KBWPMeasureJEPQ

+11.4%Year to dateJan 1 → Nov 6+3.2%

+19.7%1 yearTotal return+4.5%

+17.9%3 years · per year$10,000 became $16,386 · $16,202+17.4%

+14.2%5 years · per year$10,000 became $19,450 · […][…]

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

1.75%Trailing 12-mo yield$175 · $1,279 a year on $10k12.79%

−12.0%Worst dropSmaller is better−11.5%

18.3%VolatilityLower is calmer16.7%

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

3–3Level

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

More Ways to See the Pairs

KBWP vs JEPQ: Top 5 Holdings

Today

KBWP

40.3%in top 5

JEPQ

in top 528.9%

KBWPStockJEPQ

8.2%MRSHnot top 5

8.2%TRVnot top 5

8.1%CBnot top 5

7.9%AONnot top 5

7.9%PGRnot top 5

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common0.0%

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

KBWP vs JEPQ Returns, Every Period

InvescoKBWP

+19.7%

past year

JEPQJ.P. Morgan

+4.5%

past year

KBWPJEPQFaded: behind in that period

3–0KBWP wins

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

Sector vs Income: KBWP vs JEPQ

YTD

InvescoKBWP

+11.4%

JEPQJ.P. Morgan

+3.2%

+11.4%Year to date+3.2%

−12.0%Worst drop · 1Y−11.5%

18.3%Volatility · 1Y16.7%

1.8%Yield12.8%

$313MAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: KBWP, JEPQ

Today

0.35%lowest, KBWP

FundExpense ratioFee$10k

KBWP0.35%$35

JEPQ0.35%$35

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

Yields: KBWP, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

KBWP1.75%$175

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

KBWP$175 − $35 = $140

KeptFee

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

Overlap: KBWP, JEPQ

Today

0.0%most shared, KBWP and JEPQ

KBWPJEPQ

KBWP—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

+19.7%KBWP, at 18.3% volatility

JEPQWorst drop−11.5%16.7% vol

KBWPWorst drop−12.0%18.3% vol

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

Paid More vs Made More

YTD

JEPQKBWP

+3.2%Year to date+11.4%

12.8%Yield1.8%

+4.5%Past year+19.7%

0.35%Fee0.35%

2–1KBWP 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