Compare · 2 funds side by side · dividends reinvested

WIP and JEPQ

WIPSPDR×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,711WIP · best of the two

02 / 04

WIP 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

SPDR FTSE International Government Inflation-Protected Bond ETFBonds & Cash · International0.50%6.51%+1.7%+4.3%+5.4%−0.6%−5.2%8.6%$460M1.6

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: WIP 2008 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

SPDR FTSE International Government Inflation-Protected Bond ETF · $460M$9,711

WIP

JEPQ

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

$10,000 five years ago, dividends reinvested

WIPMeasureJEPQ

+1.7%Year to dateJan 1 → Nov 9+6.6%

+4.3%1 yearTotal return+9.2%

+5.4%3 years · per year$10,000 became $11,699 · $16,495+18.2%

−0.6%5 years · per year$10,000 became $9,711 · […][…]

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

6.51%Trailing 12-mo yield$651 · $1,239 a year on $10k12.39%

−5.2%Worst dropSmaller is better−11.5%

8.6%VolatilityLower is calmer16.9%

WIPJEPQ 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

WIP vs JEPQ: Top 5 Holdings

Today

WIP

[…]in top 5

JEPQ

in top 528.6%

WIPStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

Held in common[…]

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

WIP vs JEPQ Returns, Every Period

SPDRWIP

+4.3%

past year

JEPQJ.P. Morgan

+9.2%

past year

WIPJEPQFaded: behind in that period

0–3JEPQ wins

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

Bonds vs Income: WIP vs JEPQ

YTD

SPDRWIP

+1.7%

JEPQJ.P. Morgan

+6.6%

+1.7%Year to date+6.6%

−5.2%Worst drop · 1Y−11.5%

8.6%Volatility · 1Y16.9%

6.5%Yield12.4%

$460MAssets$40.7B

2–2level

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

Cost, Income and Risk

Fees: WIP, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

WIP0.50%$50

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

Yields: WIP, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

WIP6.51%$651

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

WIP$651 − $50 = $601

KeptFee

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

Overlap: WIP, JEPQ

Today

[…]holdings […]

WIPJEPQ

WIP—[…]

JEPQ[…]—

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

WIPWorst drop−5.2%8.6% 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

JEPQWIP

+6.6%Year to date+1.7%

12.4%Yield6.5%

+9.2%Past year+4.3%

0.35%Fee0.50%

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%

$120BAssets$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