Compare · 2 funds side by side · dividends reinvested

PWRD and JEPI

PWRDTCW×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

PWRD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.1

TCW Transform Systems ETFUnsorted0.75%0.06%−0.8%−6.7%+24.1%[…]−23.3%29.4%$1.4B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: PWRD 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

TCW Transform Systems ETF · $1.4B[…]

PWRD

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

PWRDMeasureJEPI

−0.8%Year to dateJan 1 → Nov 4+8.8%

−6.7%1 yearTotal return+11.9%

+24.1%3 years · per year$10,000 became $19,114 · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

0.06%Trailing 12-mo yield$6 · $783 a year on $10k7.83%

−23.3%Worst dropSmaller is better−6.7%

29.4%VolatilityLower is calmer8.1%

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

1–6JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PWRD vs JEPI: Top 5 Holdings

Today

PWRD

32.1%in top 5

JEPI

in top 59.5%

PWRDStockJEPI

8.9%GEnot top 5

7.2%UNPnot top 5

5.6%VGnot top 5

5.4%XOMnot top 5

5.0%SAF.PAnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common3.8%

End-of-day Nov 4, 2026 · share of each fund

PWRD vs JEPI Returns, Every Period

TCWPWRD

−6.7%

past year

JEPIJ.P. Morgan

+11.9%

past year

PWRDJEPIFaded: behind in that period

1–2JEPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PWRD vs JEPI

YTD

TCWPWRD

−0.8%

JEPIJ.P. Morgan

+8.8%

−0.8%Year to date+8.8%

−23.3%Worst drop · 1Y−6.7%

29.4%Volatility · 1Y8.1%

0.1%Yield7.8%

$1.4BAssets$46.1B

4–0JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWRD, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

PWRD0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PWRD, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

PWRD0.06%$6

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

PWRD$6 − $75 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PWRD, JEPI

Today

3.8%most shared, PWRD and JEPI

PWRDJEPI

PWRD—3.8%

JEPI3.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

PWRDWorst drop−23.3%29.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPWRD

+8.8%Year to date−0.8%

7.8%Yield0.1%

+11.9%Past year−6.7%

0.35%Fee0.75%

4–0JEPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026