CWB vs JEPQ

ACWB

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$11,832CWB

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.0%CWB and JEPQ

CWB

JEPQ

State Street SPDR Bloomberg Convertible Securities ETF · $5.3BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+15.2%3 years · per year$15,291 · $17,450+20.4%

+3.4%5 years · per year$11,832 · […][…]

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

1.80%12-mo yield$180 · $1,228 on $10k12.28%

−15.4%Worst dropSmaller wins−8.8%

17.8%VolatilityLower wins15.5%

0–5JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsCWB · JEPQ

0.0%SO0.3%

Held in common0.0%

End-of-day Nov 3, 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	ACWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.80%	+0.7%	+6.5%	+2.4%	+15.2%	+3.4%	−15.4%	$5.3B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Both

5Y2 funds

#			Trend
1	ACWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.80%	+0.7%	+6.5%	+2.4%	+15.2%	+3.4%	−15.4%	$5.3B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

CWB vs JEPQ

CWB

SPDR Bloomberg Convertible Securities

$11,832

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCWBJEPQ

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield1.80%12.28%

5 years, per year+3.4%[…]

3 years, per year+15.2%+20.4%

Worst drop · 1Y−15.4%−8.8%

Volatility · 1Y17.8%15.5%

5–0measures won
JEPQ first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CWB, JEPQ

Today

0.0%most shared, CWB and JEPQ

CWBJEPQ

CWB—0.0%

JEPQ0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

CWB$180 − $40 = $140

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee