Compare · 3 funds side by side · dividends reinvested

KBWY, JEPI and VOO

KBWYInvesco×JEPIJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

KBWY, JEPI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

Invesco KBW Premium Yield Equity REIT ETFIncome · Premium income0.35%8.91%+15.2%+20.2%+10.4%+0.6%−15.1%16.9%$289M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: KBWY 2010 · JEPI 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Premium Yield Equity REIT ETF · $289M$10,286

KBWY

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

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

KBWYMeasureJEPI

+15.2%Year to dateJan 1 → Nov 3+7.0%

+20.2%1 yearTotal return+9.8%

+10.4%3 years · per year$10,000 became $13,447 · $14,201+12.4%

+0.6%5 years · per year$10,000 became $10,286 · $14,322+7.4%

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

8.91%Trailing 12-mo yield$891 · $796 a year on $10k7.96%

−15.1%Worst dropSmaller is better−6.7%

16.9%VolatilityLower is calmer7.9%

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

3–4JEPI wins

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

More Ways to See the Pairs

KBWY vs JEPI: Top 5 Holdings

Today

KBWY

25.3%in top 5

JEPI

in top 59.5%

KBWYStockJEPI

7.1%IIPRnot top 5

4.9%MRPnot top 5

4.6%GOODnot top 5

4.5%CHCTnot top 5

4.2%AHRTnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

KBWY vs JEPI Returns, Every Period

InvescoKBWY

+0.6%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

KBWYJEPIFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

KBWY vs JEPI

YTD

InvescoKBWY

+15.2%

JEPIJ.P. Morgan

+7.0%

+15.2%Year to date+7.0%

−15.1%Worst drop · 1Y−6.7%

16.9%Volatility · 1Y7.9%

8.9%Yield8.0%

$289MAssets$46.0B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWY, JEPI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

KBWY0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: KBWY, JEPI, VOO

8.91%highest, KBWY

FundTrailing yieldYield$10k

KBWY8.91%$891

JEPI7.96%$796

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$856most kept, KBWY

KBWY$891 − $35 = $856

JEPI$796 − $35 = $761

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: KBWY, JEPI, VOO

Today

37.4%most shared, JEPI and VOO

KBWYJEPIVOO

KBWY—0.0%0.0%

JEPI0.0%—37.4%

VOO0.0%37.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.2%KBWY, at 16.9% volatility

JEPIWorst drop−6.7%7.9% vol

VOOWorst drop−8.9%12.7% vol

KBWYWorst drop−15.1%16.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

KBWYVOO

+15.2%Year to date+11.5%

8.9%Yield1.1%

+20.2%Past year+11.9%

0.35%Fee0.03%

3–1KBWY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026