Compare · 2 funds side by side · dividends reinvested

PWS and JEPI

PWSPacer×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,448JEPI · best of the two

02 / 04

PWS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.0

Pacer WealthShield ETFUnsorted0.60%2.13%+0.1%−0.2%+9.1%+0.2%−7.9%12.8%$16M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: PWS 2017 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Pacer WealthShield ETF · $16M$10,088

PWS

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 32.6% in common

PWSMeasureJEPI

+0.1%Year to dateJan 1 → Nov 9+7.5%

−0.2%1 yearTotal return+10.9%

+9.1%3 years · per year$10,000 became $12,973 · $13,679+11.0%

+0.2%5 years · per year$10,000 became $10,088 · $14,448+7.6%

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

2.13%Trailing 12-mo yield$213 · $793 a year on $10k7.93%

−7.9%Worst dropSmaller is better−6.7%

12.8%VolatilityLower is calmer9.0%

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

0–8JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PWS vs JEPI: Top 5 Holdings

Today

PWS

16.9%in top 5

JEPI

in top 59.9%

PWSStockJEPI

3.9%AAPL2.0%

3.6%LLYnot top 5

3.6%NVDAnot top 5

3.1%MSFT2.0%

2.7%BRK-Bnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common32.6%

End-of-day Nov 9, 2026 · share of each fund

PWS vs JEPI Returns, Every Period

PacerPWS

+0.2%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

PWSJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PWS vs JEPI

YTD

PacerPWS

+0.1%

JEPIJ.P. Morgan

+7.5%

+0.1%Year to date+7.5%

−7.9%Worst drop · 1Y−6.7%

12.8%Volatility · 1Y9.0%

2.1%Yield7.9%

$16.0MAssets$45.2B

4–0JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWS, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

PWS0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PWS, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

PWS2.13%$213

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

PWS$213 − $60 = $153

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PWS, JEPI

Today

32.6%most shared, PWS and JEPI

PWSJEPI

PWS—32.6%

JEPI32.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.9%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

PWSWorst drop−7.9%12.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPWS

+7.5%Year to date+0.1%

7.9%Yield2.1%

+10.9%Past year−0.2%

0.35%Fee0.60%

4–0JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026