Compare · 3 funds side by side · dividends reinvested

PSWD, JEPQ and JEPI

PSWDXtrackers×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

PSWD, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers Cybersecurity Select Equity ETFThematic · Cyber & cloud0.20%0.60%+36.6%+25.2%+25.0%[…]−21.6%31.7%$6M1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.0

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: PSWD 2023 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers Cybersecurity Select Equity ETF · $6M[…]

PSWD

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

PSWDMeasureJEPQ

+36.6%Year to dateJan 1 → Nov 3+7.5%

+25.2%1 yearTotal return+8.6%

+25.0%3 years · per year$10,000 became $19,545 · $17,450+20.4%

[…]5 years · per year[…]

0.20%Expense ratio$20 · $35 a year on $10k · lower is better0.35%

0.60%Trailing 12-mo yield$60 · $1,228 a year on $10k12.28%

−21.6%Worst dropSmaller is better−8.8%

31.7%VolatilityLower is calmer15.5%

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

4–3PSWD wins

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

More Ways to See the Pairs

PSWD vs JEPQ: Top 5 Holdings

Today

PSWD

30.2%in top 5

JEPQ

in top 527.5%

PSWDStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

6.8%ZSnot top 5

6.1%RBRKnot top 5

5.9%OKTAnot top 5

5.8%BAHnot top 5

5.6%CACInot top 5

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common2.5%

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

PSWD vs JEPQ Returns, Every Period

XtrackersPSWD

+25.2%

past year

JEPQJ.P. Morgan

+8.6%

past year

PSWDJEPQFaded: behind in that period

3–0PSWD wins

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

Thematic vs Income: PSWD vs JEPQ

YTD

XtrackersPSWD

+36.6%

JEPQJ.P. Morgan

+7.5%

+36.6%Year to date+7.5%

−21.6%Worst drop · 1Y−8.8%

31.7%Volatility · 1Y15.5%

0.6%Yield12.3%

$6.0MAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: PSWD, JEPQ, JEPI

Today

0.20%lowest, PSWD

FundExpense ratioFee$10k

PSWD0.20%$20

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: PSWD, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

PSWD0.60%$60

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

PSWD$60 − $20 = $40

KeptFee

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

Overlap: PSWD, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

PSWDJEPQJEPI

PSWD—2.5%0.3%

JEPQ2.5%—26.6%

JEPI0.3%26.6%—

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

Return vs Bumpiness: 3 ETFs

+25.2%PSWD, at 31.7% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

PSWDWorst drop−21.6%31.7% vol

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

Paid More vs Made More

YTD

JEPQPSWD

+7.5%Year to date+36.6%

12.3%Yield0.6%

+8.6%Past year+25.2%

0.35%Fee0.20%

3–1PSWD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD 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