CWI vs JEPQ

ACWI

BJEPQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,184CWI

Lowest cost0.30%CWI · $30 on $10k

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

Smallest drop−11.5%CWI · worst fall in 1Y

Held in common0.1%CWI and JEPQ

CWI

JEPQ

State Street SPDR MSCI ACWI ex-US ETF · $2.8BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.1%3 years · per year$17,304 · $16,495+18.2%

+8.7%5 years · per year$15,184 · […][…]

0.30%Expense ratio$30 · $35 on $10k · lower wins0.35%

2.76%12-mo yield$276 · $1,239 on $10k12.39%

−11.5%Worst dropSmaller wins−11.5%

18.1%VolatilityLower wins16.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsCWI · JEPQ

0.2%PDD0.1%

0.1%NBIS0.2%

Held in common0.1%

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	ACWI	State Street SPDR MSCI ACWI ex-US ETFRead Desk		0.30%	2.76%	+2.8%	+11.3%	+15.2%	+20.1%	+8.7%	−11.5%	$2.8B
2	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

Both

5Y2 funds

#			Trend
1	ACWI	State Street SPDR MSCI ACWI ex-US ETFRead Desk		0.30%	2.76%	+2.8%	+11.3%	+15.2%	+20.1%	+8.7%	−11.5%	$2.8B
2	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

CWI vs JEPQ

CWI

SPDR MSCI ACWI ex-US

$15,184

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCWIJEPQ

Fee0.30%0.35%

Cost on $10k a year$30$35

Yield2.76%12.39%

5 years, per year+8.7%[…]

3 years, per year+20.1%+18.2%

Worst drop · 1Y−11.5%−11.5%

Volatility · 1Y18.1%16.9%

2–2measures won
level

0.1%

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%

$122BAssets$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: CWI, JEPQ

Today

0.1%most shared, CWI and JEPQ

CWIJEPQ

CWI—0.1%

JEPQ0.1%—

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

CWI$276 − $30 = $246

KeptFee

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