Compare · 2 funds side by side · dividends reinvested

PWB and JEPQ

PWBInvesco×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,370PWB · best of the two

02 / 04

PWB 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%$40.7B1.4

Invesco Large Cap Growth ETFUS Stock Styles · Growth0.55%0.00%+7.3%+5.6%+26.1%+11.7%−20.4%26.6%$2.3B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: PWB 2005 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Large Cap Growth ETF · $2.3B$17,370

PWB

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 31.9% in common

PWBMeasureJEPQ

+7.3%Year to dateJan 1 → Nov 6+3.2%

+5.6%1 yearTotal return+4.5%

+26.1%3 years · per year$10,000 became $20,069 · $16,202+17.4%

+11.7%5 years · per year$10,000 became $17,370 · […][…]

0.55%Expense ratio$55 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,279 a year on $10k12.79%

−20.4%Worst dropSmaller is better−11.5%

26.6%VolatilityLower is calmer16.7%

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

3–4JEPQ wins

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

More Ways to See the Pairs

PWB vs JEPQ: Top 5 Holdings

Today

PWB

21.4%in top 5

JEPQ

in top 528.9%

PWBStockJEPQ

4.3%AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

4.3%COSTnot top 5

4.3%LLYnot top 5

4.3%Vnot top 5

4.2%MAnot top 5

Held in common31.9%

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

PWB vs JEPQ Returns, Every Period

InvescoPWB

+5.6%

past year

JEPQJ.P. Morgan

+4.5%

past year

PWBJEPQFaded: behind in that period

3–0PWB wins

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

Stocks vs Income: PWB vs JEPQ

YTD

InvescoPWB

+7.3%

JEPQJ.P. Morgan

+3.2%

+7.3%Year to date+3.2%

−20.4%Worst drop · 1Y−11.5%

26.6%Volatility · 1Y16.7%

0.0%Yield12.8%

$2.3BAssets$40.7B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: PWB, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

PWB0.55%$55

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

Yields: PWB, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

PWB0.00%$0

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

PWB$0 − $55 = −$55

KeptFee

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

Overlap: PWB, JEPQ

Today

31.9%most shared, PWB and JEPQ

PWBJEPQ

PWB—31.9%

JEPQ31.9%—

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

Return vs Bumpiness: 2 ETFs

+5.6%PWB, at 26.6% volatility

JEPQWorst drop−11.5%16.7% vol

PWBWorst drop−20.4%26.6% vol

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

Paid More vs Made More

YTD

JEPQPWB

+3.2%Year to date+7.3%

12.8%Yield0.0%

+4.5%Past year+5.6%

0.35%Fee0.55%

2–2level

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