ACWI vs JEPQ

AACWI

BJEPQ

Measures won4–1ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,783ACWI

Lowest cost0.32%ACWI · $32 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−9.7%ACWI · worst fall in 1Y

Held in common32.8%ACWI and JEPQ

ACWI

JEPQ

iShares MSCI ACWI ETF · $31.5BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.8%3 years · per year$17,609 · $16,202+17.4%

+9.6%5 years · per year$15,783 · […][…]

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

1.47%12-mo yield$147 · $1,279 on $10k12.79%

−9.7%Worst dropSmaller wins−11.5%

14.6%VolatilityLower wins16.7%

4–1ACWI wins

$10,000 · 5 yearsOne scale

Shared top holdingsACWI · JEPQ

5.1%AAPL7.4%

4.2%NVDA6.6%

3.8%MSFT6.1%

2.5%AMZN4.4%

Held in common32.8%

End-of-day Nov 6, 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%	1.47%	0.0%	+8.4%	+10.1%	+20.8%	+9.6%	−9.7%	$31.5B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 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%	1.47%	0.0%	+8.4%	+10.1%	+20.8%	+9.6%	−9.7%	$31.5B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACWI vs JEPQ

ACWI

iShares MSCI ACWI

$15,783

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureACWIJEPQ

Fee0.32%0.35%

Cost on $10k a year$32$35

Yield1.47%12.79%

5 years, per year+9.6%[…]

3 years, per year+20.8%+17.4%

Worst drop · 1Y−9.7%−11.5%

Volatility · 1Y14.6%16.7%

4–1measures won
ACWI first

32.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ACWI, JEPQ

Today

32.8%most shared, ACWI and JEPQ

ACWIJEPQ

ACWI—32.8%

JEPQ32.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

ACWI$147 − $32 = $115

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee