Compare · 3 funds side by side · dividends reinvested

PWB, JEPQ and JEPI

PWBInvesco×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,899PWB · best of the three

02 / 04

PWB, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.9

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

Invesco Large Cap Growth ETFUS Stock Styles · Growth0.55%0.00%+16.1%+13.2%+31.2%+13.6%−13.8%25.3%$2.5B2.0

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: PWB 2005 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Large Cap Growth ETF · $2.5B$18,899

PWB

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 32.4% in common

PWBMeasureJEPQ

+16.1%Year to dateJan 1 → Nov 3+7.5%

+13.2%1 yearTotal return+8.6%

+31.2%3 years · per year$10,000 became $22,572 · $17,450+20.4%

+13.6%5 years · per year$10,000 became $18,899 · […][…]

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

0.00%Trailing 12-mo yield$0 · $1,228 a year on $10k12.28%

−13.8%Worst dropSmaller is better−8.8%

25.3%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

End-of-day Nov 3, 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

19.7%in top 5

JEPQ

in top 527.5%

PWBStockJEPQ

not top 5NVDA6.9%

3.9%AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

4.1%LLYnot top 5

4.0%Vnot top 5

3.9%MAnot top 5

3.9%COSTnot top 5

Held in common32.4%

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

PWB vs JEPQ Returns, Every Period

InvescoPWB

+13.2%

past year

JEPQJ.P. Morgan

+8.6%

past year

PWBJEPQFaded: behind in that period

3–0PWB wins

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

Stocks vs Income: PWB vs JEPQ

YTD

InvescoPWB

+16.1%

JEPQJ.P. Morgan

+7.5%

+16.1%Year to date+7.5%

−13.8%Worst drop · 1Y−8.8%

25.3%Volatility · 1Y15.5%

0.0%Yield12.3%

$2.5BAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: PWB, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

PWB0.55%$55

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

Yields: PWB, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

PWB0.00%$0

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

PWB$0 − $55 = −$55

KeptFee

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

Overlap: PWB, JEPQ, JEPI

Today

32.4%most shared, PWB and JEPQ

PWBJEPQJEPI

PWB—32.4%27.3%

JEPQ32.4%—26.6%

JEPI27.3%26.6%—

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

Return vs Bumpiness: 3 ETFs

+13.2%PWB, at 25.3% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

PWBWorst drop−13.8%25.3% vol

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

Paid More vs Made More

YTD

JEPQPWB

+7.5%Year to date+16.1%

12.3%Yield0.0%

+8.6%Past year+13.2%

0.35%Fee0.55%

2–2level

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