Compare PWRZ and JEPQ

PWRZ and JEPQ, 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%$41.8B1.0

TrueShares Eagle Global Next Gen Power Infrastructure ETFThematic · Infrastructure0.75%1.69%[…][…][…][…][…][…]$12M2.0

Rank among the two1st → 2ndFee, 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: PWRZ 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

TrueShares Eagle Global Next Gen Power Infrastructure ETF · $12M[…]

PWRZ

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

PWRZMeasureJEPQ

[…]Year to dateJan 1 → Nov 3+7.5%

[…]1 yearTotal return+8.6%

[…]3 years · per year$10,000 became […] · $17,450+20.4%

[…]5 years · per year[…]

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

1.69%Trailing 12-mo yield$169 · $1,228 a year on $10k12.28%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.5%

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

0–2JEPQ wins

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

More Ways to See the Pairs

PWRZ vs JEPQ: Top 5 Holdings

Today

PWRZ

35.3%in top 5

JEPQ

in top 527.5%

PWRZStockJEPQ

10.3%AEPnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

6.8%NEEnot top 5

6.7%HASInot top 5

6.0%CWENnot top 5

5.5%ELEnot top 5

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common0.3%

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

PWRZ vs JEPQ Returns, Every Period

1Y

TrueSharesPWRZ

[…]

past year

JEPQJ.P. Morgan

+8.6%

past year

Returns […]

PWRZJEPQFaded: behind in that period

0–0Level

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

Thematic vs Income: PWRZ vs JEPQ

YTD

TrueSharesPWRZ

[…]

JEPQJ.P. Morgan

+7.5%

[…]Year to date+7.5%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.5%

1.7%Yield12.3%

$11.8MAssets$41.8B

1–0JEPQ wins

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

Cost, Income and Risk

Fees: PWRZ, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

PWRZ0.75%$75

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

Yields: PWRZ, JEPQ

1Y

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

PWRZ1.69%$169

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

Income After Fees on $10,000

1Y

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

PWRZ$169 − $75 = $94

KeptFee

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

Overlap: PWRZ, JEPQ

Today

0.3%most shared, PWRZ and JEPQ

PWRZJEPQ

PWRZ—0.3%

JEPQ0.3%—

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

Return vs Bumpiness: 2 ETFs

1Y

+8.6%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% vol

PWRZWorst drop[…][…]

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

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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