ACWI vs JEPI

AACWI

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,115ACWI · JEPI $14,448

Lowest cost0.32%ACWI · $32 on $10k

Most income7.93%JEPI · $793 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common31.3%ACWI and JEPI

ACWI

JEPI

iShares MSCI ACWI ETF · $31.5BJPMorgan Equity Premium Income ETF · $45.2B

+21.0%3 years · per year$17,717 · $13,679+11.0%

+10.0%5 years · per year$16,115 · $14,448+7.6%

0.32%Expense ratio$32 · $35 on $10k · lower wins0.35%

1.44%12-mo yield$144 · $793 on $10k7.93%

−9.7%Worst dropSmaller wins−6.7%

14.8%VolatilityLower wins9.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsACWI · JEPI

3.8%MSFT2.0%

5.1%AAPL2.0%

2.5%AMZN1.9%

4.4%NVDA1.7%

Held in common31.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.44%	+2.6%	+11.2%	+13.9%	+21.0%	+10.0%	−9.7%	$31.5B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.44%	+2.6%	+11.2%	+13.9%	+21.0%	+10.0%	−9.7%	$31.5B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACWI vs JEPI

ACWI

iShares MSCI ACWI

$16,115

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureACWIJEPI

Fee0.32%0.35%

Cost on $10k a year$32$35

Yield1.44%7.93%

5 years, per year+10.0%+7.6%

3 years, per year+21.0%+11.0%

Worst drop · 1Y−9.7%−6.7%

Volatility · 1Y14.8%9.0%

3–3measures won
level

31.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: ACWI, JEPI

Today

31.3%most shared, ACWI and JEPI

ACWIJEPI

ACWI—31.3%

JEPI31.3%—

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

ACWI$144 − $32 = $112

KeptFee

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