Compare · 3 funds side by side · dividends reinvested

RWL, JEPQ and JEPI

RWLInvesco×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$18,845RWL · best of the three

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

Story of the three · RiskSmallest drop

RWL, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Revenue ETFUS Stock Styles · Large cap0.39%1.17%+21.0%+22.4%+22.3%+13.5%−6.6%10.4%$10.5B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.3

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: RWL 2008 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P 500 Revenue ETF · $10.5B$18,845

RWL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

$10,000 five years ago, dividends reinvested · they hold 25.2% in common

RWL

More Ways to See the Pairs

RWL vs JEPQ: Top 5 Holdings

Today

RWL

15.5%in top 5

JEPQ

in top 527.3%

RWLStockJEPQ

2.6%AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

4.3%WMT

Cost, Income and Risk

Fees: RWL, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

RWL0.39%$39

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

Yields: RWL, 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$109B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

JEPQ

+21.0%Year to dateJan 1 → Nov 13+6.7%

+22.4%1 yearTotal return+7.6%

+22.3%3 years · per year$10,000 became $18,287 · $16,188+17.4%

+13.5%5 years · per year$10,000 became $18,845 · […][…]

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

1.17%Trailing 12-mo yield$117 · $1,237 a year on $10k12.37%

−6.6%Worst dropSmaller is better−11.5%

10.4%VolatilityLower is calmer17.0%

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

5–2RWL wins

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

not top 5

4.0%AMZN4.2%

2.4%MCKnot top 5

2.3%UNHnot top 5

Held in common25.2%

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

RWL vs JEPQ Returns, Every Period

1Y

InvescoRWL

+22.4%

past year

JEPQJ.P. Morgan

+7.6%

past year

RWLJEPQFaded: behind in that period

3–0RWL wins

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

Stocks vs Income: RWL vs JEPQ

YTD

InvescoRWL

+21.0%

JEPQJ.P. Morgan

+6.7%

+21.0%Year to date+6.7%

−6.6%Worst drop · 1Y−11.5%

10.4%Volatility · 1Y17.0%

1.2%Yield12.4%

$10.5BAssets$42.5B

3–1RWL 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

RWL1.17%$117

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

RWL$117 − $39 = $78

KeptFee

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

Overlap: RWL, JEPQ, JEPI

Today

31.5%most shared, RWL and JEPI

RWLJEPQJEPI

RWL—25.2%31.5%

JEPQ25.2%—28.4%

JEPI31.5%28.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+22.4%RWL, at 10.4% volatility

JEPIWorst drop−6.7%9.0% vol

RWLWorst drop−6.6%10.4% 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

JEPQRWL

+6.7%Year to date+21.0%

12.4%Yield1.2%

+7.6%Past year+22.4%

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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RWL, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three