Compare · 2 funds side by side · dividends reinvested

PWS and JEPQ

PWSPacer×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,088PWS · best of the two

02 / 04

PWS and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.3

Pacer WealthShield ETFUnsorted0.60%2.13%+0.1%−0.2%+9.1%+0.2%−7.9%12.8%$16M1.6

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Pacer WealthShield ETF · $16M$10,088

PWS

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 28.6% in common

PWSMeasureJEPQ

+0.1%Year to dateJan 1 → Nov 9+6.6%

−0.2%1 yearTotal return+9.2%

+9.1%3 years · per year$10,000 became $12,973 · $16,495+18.2%

+0.2%5 years · per year$10,000 became $10,088 · […][…]

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

2.13%Trailing 12-mo yield$213 · $1,239 a year on $10k12.39%

−7.9%Worst dropSmaller is better−11.5%

12.8%VolatilityLower is calmer16.9%

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

2–5JEPQ 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 JEPQ: Top 5 Holdings

Today

PWS

16.9%in top 5

JEPQ

in top 528.6%

PWSStockJEPQ

3.9%AAPL7.3%

3.6%NVDA6.7%

3.1%MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

3.6%LLYnot top 5

2.7%BRK-Bnot top 5

Held in common28.6%

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

PWS vs JEPQ Returns, Every Period

PacerPWS

−0.2%

past year

JEPQJ.P. Morgan

+9.2%

past year

PWSJEPQFaded: behind in that period

0–3JEPQ wins

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

Unsorted vs Income: PWS vs JEPQ

YTD

PacerPWS

+0.1%

JEPQJ.P. Morgan

+6.6%

+0.1%Year to date+6.6%

−7.9%Worst drop · 1Y−11.5%

12.8%Volatility · 1Y16.9%

2.1%Yield12.4%

$16.0MAssets$40.7B

2–2level

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

Cost, Income and Risk

Fees: PWS, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

PWS0.60%$60

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

Yields: PWS, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

PWS2.13%$213

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

PWS$213 − $60 = $153

KeptFee

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

Overlap: PWS, JEPQ

Today

28.6%most shared, PWS and JEPQ

PWSJEPQ

PWS—28.6%

JEPQ28.6%—

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

Return vs Bumpiness: 2 ETFs

+9.2%JEPQ, at 16.9% volatility

PWSWorst drop−7.9%12.8% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQPWS

+6.6%Year to date+0.1%

12.4%Yield2.1%

+9.2%Past year−0.2%

0.35%Fee0.60%

4–0JEPQ 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