CWB vs JEPI

ACWB

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,545JEPI · CWB $11,749

Lowest cost0.35%JEPI · $35 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common0.0%CWB and JEPI

State Street SPDR Bloomberg Convertible Securities ETF · $4.8BJPMorgan Equity Premium Income ETF · $46.8B

+14.6%3 years · per year$15,036 · $13,729+11.1%

+3.3%5 years · per year$11,749 · $14,545+7.8%

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

1.80%12-mo yield$180 · $784 on $10k7.84%

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
2	ACWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.80%	+1.6%	+6.7%	+3.1%	+14.6%	+3.3%	−17.4%	$4.8B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
2	ACWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.80%	+1.6%	+6.7%	+3.1%	+14.6%	+3.3%	−17.4%	$4.8B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CWB

SPDR Bloomberg Convertible Securities

$11,749

JEPI

JPMorgan Equity Premium Income

$14,545

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