Compare · 2 funds side by side · dividends reinvested

PBW and JEPQ

PBWInvesco×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$3,341PBW · best of the two

02 / 04

PBW 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%$40.7B1.0

Invesco WilderHill Clean Energy ETFThematic · Clean energy & EV0.63%2.55%−12.7%−18.8%+4.1%−19.7%−47.1%43.3%$306M1.9

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: PBW 2005 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco WilderHill Clean Energy ETF · $306M$3,341

PBW

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

PBWMeasureJEPQ

−12.7%Year to dateJan 1 → Nov 6+3.2%

−18.8%1 yearTotal return+4.5%

+4.1%3 years · per year$10,000 became $11,276 · $16,202+17.4%

−19.7%5 years · per year$10,000 became $3,341 · […][…]

0.63%Expense ratio$63 · $35 a year on $10k · lower is better0.35%

2.55%Trailing 12-mo yield$255 · $1,279 a year on $10k12.79%

−47.1%Worst dropSmaller is better−11.5%

43.3%VolatilityLower is calmer16.7%

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

0–7JEPQ wins

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

More Ways to See the Pairs

PBW vs JEPQ: Top 5 Holdings

Today

PBW

11.7%in top 5

JEPQ

in top 528.9%

PBWStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

2.8%ARRYnot top 5

2.6%NXTnot top 5

2.1%CDLRnot top 5

2.1%JKSnot top 5

2.1%FSLRnot top 5

Held in common1.6%

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

PBW vs JEPQ Returns, Every Period

InvescoPBW

−18.8%

past year

JEPQJ.P. Morgan

+4.5%

past year

PBWJEPQFaded: behind in that period

0–3JEPQ wins

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

Thematic vs Income: PBW vs JEPQ

YTD

InvescoPBW

−12.7%

JEPQJ.P. Morgan

+3.2%

−12.7%Year to date+3.2%

−47.1%Worst drop · 1Y−11.5%

43.3%Volatility · 1Y16.7%

2.5%Yield12.8%

$306MAssets$40.7B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: PBW, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

PBW0.63%$63

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

Yields: PBW, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

PBW2.55%$255

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

PBW$255 − $63 = $192

KeptFee

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

Overlap: PBW, JEPQ

Today

1.6%most shared, PBW and JEPQ

PBWJEPQ

PBW—1.6%

JEPQ1.6%—

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

PBWWorst drop−47.1%43.3% vol

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

Paid More vs Made More

YTD

JEPQPBW

+3.2%Year to date−12.7%

12.8%Yield2.5%

+4.5%Past year−18.8%

0.35%Fee0.63%

4–0JEPQ 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026