Compare · 2 funds side by side · dividends reinvested

WTPI and JEPQ

WTPIWisdomTree×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,420WTPI · best of the two

02 / 04

WTPI and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Equity Premium Income FundIncome · Premium income0.44%12.23%+8.5%+10.2%+16.1%+9.0%−7.1%9.7%$559M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: WTPI 2016 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Equity Premium Income Fund · $559M$15,420

WTPI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

WTPIMeasureJEPQ

+8.5%Year to dateJan 1 → Nov 4+8.5%

+10.2%1 yearTotal return+9.3%

+16.1%3 years · per year$10,000 became $15,648 · $17,406+20.3%

+9.0%5 years · per year$10,000 became $15,420 · […][…]

0.44%Expense ratio$44 · $35 a year on $10k · lower is better0.35%

12.23%Trailing 12-mo yield$1,223 · $1,217 a year on $10k12.17%

−7.1%Worst dropSmaller is better−8.8%

9.7%VolatilityLower is calmer15.5%

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

4–2WTPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WTPI vs JEPQ: Top 5 Holdings

Today

WTPI

99.6%in top 5

JEPQ

in top 527.9%

WTPIStockJEPQ

49.6%912797UMnot top 5

49.2%912797VTnot top 5

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

4.6%USFRnot top 5

not top 5MU4.2%

not top 5GOOG4.1%

-1.7%BYM7RBFDnot top 5

-2.1%BYM7TLLCnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

WTPI vs JEPQ Returns, Every Period

WisdomTreeWTPI

+10.2%

past year

JEPQJ.P. Morgan

+9.3%

past year

WTPIJEPQFaded: behind in that period

1–1Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

WTPI vs JEPQ

YTD

WisdomTreeWTPI

+8.5%

JEPQJ.P. Morgan

+8.5%

+8.5%Year to date+8.5%

−7.1%Worst drop · 1Y−8.8%

9.7%Volatility · 1Y15.5%

12.2%Yield12.2%

$559MAssets$41.8B

2–0WTPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WTPI, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

WTPI0.44%$44

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: WTPI, JEPQ

12.23%highest, WTPI

FundTrailing yieldYield$10k

WTPI12.23%$1,223

JEPQ12.17%$1,217

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

WTPI$1,223 − $44 = $1,179

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: WTPI, JEPQ

Today

0.0%most shared, WTPI and JEPQ

WTPIJEPQ

WTPI—0.0%

JEPQ0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.2%WTPI, at 9.7% volatility

WTPIWorst drop−7.1%9.7% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

WTPIJEPQ

+8.5%Year to date+8.5%

12.2%Yield12.2%

+10.2%Past year+9.3%

0.44%Fee0.35%

1–1level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026