Compare · 2 funds side by side · dividends reinvested

PWER and JEPI

PWERNomura×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

PWER and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.3

Nomura Energy Transition ETFSectors · Energy0.79%1.17%+20.3%+30.5%[…][…]−13.7%22.2%$12M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: PWER 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Energy Transition ETF · $12M[…]

PWER

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

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

PWERMeasureJEPI

+20.3%Year to dateJan 1 → Nov 5+5.2%

+30.5%1 yearTotal return+8.3%

[…]3 years · per year$10,000 became […] · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

0.79%Expense ratio$79 · $35 a year on $10k · lower is better0.35%

1.17%Trailing 12-mo yield$117 · $809 a year on $10k8.09%

−13.7%Worst dropSmaller is better−6.7%

22.2%VolatilityLower is calmer8.8%

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

2–4JEPI wins

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

More Ways to See the Pairs

PWER vs JEPI: Top 5 Holdings

Today

PWER

20.3%in top 5

JEPI

in top 59.9%

PWERStockJEPI

4.6%EOGnot top 5

4.1%CEGnot top 5

4.0%XELnot top 5

4.0%LNTnot top 5

3.6%AEPnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common2.5%

End-of-day Nov 5, 2026 · share of each fund

PWER vs JEPI Returns, Every Period

NomuraPWER

+30.5%

past year

JEPIJ.P. Morgan

+8.3%

past year

PWERJEPIFaded: behind in that period

2–0PWER wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: PWER vs JEPI

YTD

NomuraPWER

+20.3%

JEPIJ.P. Morgan

+5.2%

+20.3%Year to date+5.2%

−13.7%Worst drop · 1Y−6.7%

22.2%Volatility · 1Y8.8%

1.2%Yield8.1%

$12.0MAssets$46.8B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWER, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

PWER0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PWER, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

PWER1.17%$117

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

PWER$117 − $79 = $38

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PWER, JEPI

Today

2.5%most shared, PWER and JEPI

PWERJEPI

PWER—2.5%

JEPI2.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.5%PWER, at 22.2% volatility

JEPIWorst drop−6.7%8.8% vol

PWERWorst drop−13.7%22.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPWER

+5.2%Year to date+20.3%

8.1%Yield1.2%

+8.3%Past year+30.5%

0.35%Fee0.79%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026