Compare · 3 funds side by side · dividends reinvested

RWK, JEPQ and JEPI

RWKInvesco×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,233RWK · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

RWK, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap 400 Revenue ETFUS Stock Styles · Mid cap0.39%1.03%+17.5%+19.4%+18.6%+10.2%−11.1%16.2%$1.4B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.0B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.1B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: RWK 2008 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P MidCap 400 Revenue ETF · $1.4B$16,233

RWK

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

RWK

More Ways to See the Pairs

RWK vs JEPQ: Top 5 Holdings

Today

RWK

13.6%in top 5

JEPQ

in top 527.3%

RWKStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Cost, Income and Risk

Fees: RWK, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

RWK0.39%$39

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: RWK, JEPQ, JEPI

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

JEPQ

+17.5%Year to dateJan 1 → Nov 13+6.7%

+19.4%1 yearTotal return+7.6%

+18.6%3 years · per year$10,000 became $16,703 · $16,188+17.4%

+10.2%5 years · per year$10,000 became $16,233 · […][…]

0.39%Expense ratio$39 · $35 a year on $10k · lower is better0.35%

1.03%Trailing 12-mo yield$103 · $1,237 a year on $10k12.37%

−11.1%Worst dropSmaller is better−11.5%

16.2%VolatilityLower is calmer17.0%

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

5–2RWK wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.7%ACInot top 5

3.1%PFGCnot top 5

2.6%SNXnot top 5

2.4%AALnot top 5

1.9%MOHnot top 5

Held in common0.1%

End-of-day Nov 13, 2026 · share of each fund

RWK vs JEPQ Returns, Every Period

1Y

InvescoRWK

+19.4%

past year

JEPQJ.P. Morgan

+7.6%

past year

RWKJEPQFaded: behind in that period

3–0RWK wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: RWK vs JEPQ

YTD

InvescoRWK

+17.5%

JEPQJ.P. Morgan

+6.7%

+17.5%Year to date+6.7%

−11.1%Worst drop · 1Y−11.5%

16.2%Volatility · 1Y17.0%

1.0%Yield12.4%

$1.4BAssets$42.1B

3–1RWK wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

RWK1.03%$103

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

JEPI$787 − $35 = $752

RWK$103 − $39 = $64

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: RWK, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

RWKJEPQJEPI

RWK—0.1%0.5%

JEPQ0.1%—28.4%

JEPI0.5%28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.4%RWK, at 16.2% volatility

JEPIWorst drop−6.7%9.0% vol

RWKWorst drop−11.1%16.2% vol

JEPQWorst drop−11.5%17.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQRWK

+6.7%Year to date+17.5%

12.4%Yield1.0%

+7.6%Past year+19.4%

0.35%Fee0.39%

2–2level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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RWK, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three