ACWI vs JEPQ

AACWI

BJEPQ

Measures won4–1ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,115ACWI · VXUS $14,758

Lowest cost0.05%VXUS · $5 on $10k

Most income12.39%JEPQ · $1,239 on $10k

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

Held in common33.3%ACWI and JEPQ

ACWI

JEPQ

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

+21.0%3 years · per year$17,717 · $16,495+18.2%

+10.0%5 years · per year$16,115 · […][…]

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

1.44%12-mo yield$144 · $1,239 on $10k12.39%

−9.7%Worst dropSmaller wins−11.5%

14.8%VolatilityLower wins16.9%

4–1ACWI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACWI · JEPQ

5.1%AAPL7.3%

4.4%NVDA6.7%

3.8%MSFT6.0%

2.5%AMZN4.3%

Held in common33.3%

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

All Three

5Y3 funds

#
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	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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

All Three

5Y3 funds

#
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	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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 JEPQ

ACWI

iShares MSCI ACWI

$16,115

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureACWIJEPQ

Fee0.32%0.35%

Cost on $10k a year$32$35

Yield1.44%12.39%

5 years, per year+10.0%[…]

3 years, per year+21.0%+18.2%

Worst drop · 1Y−9.7%−11.5%

Volatility · 1Y14.8%16.9%

4–1measures won
ACWI first

33.3%

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

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$56.4B

2–0IXUS wins

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

Overlap: ACWI, JEPQ, VXUS

Today

33.3%most shared, ACWI and JEPQ

ACWIJEPQVXUS

ACWI—33.3%32.6%

JEPQ33.3%—0.1%

VXUS32.6%0.1%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VXUS$239 − $5 = $234

ACWI$144 − $32 = $112

KeptFee

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