IWD vs JEPI

AIWD

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,201IWD · JEPI $14,118

Lowest cost0.18%IWD · $18 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common30.6%IWD and JEPI

IWD

JEPI

iShares Russell 1000 Value ETF · $82.9BJPMorgan Equity Premium Income ETF · $45.2B

+22.7%3 years · per year$18,455 · $13,562+10.7%

+11.5%5 years · per year$17,201 · $14,118+7.1%

0.18%Expense ratio$18 · $35 on $10k · lower wins0.35%

1.37%12-mo yield$137 · $809 on $10k8.09%

−6.8%Worst dropSmaller wins−6.7%

11.6%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · JEPI

5.3%MSFT2.0%

6.0%AAPL2.0%

6.1%AMZN1.9%

1.7%JNJ1.8%

Held in common30.6%

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	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

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	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

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

IWD vs JEPI

IWD

iShares Russell 1000 Value

$17,201

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureIWDJEPI

Fee0.18%0.35%

Cost on $10k a year$18$35

Yield1.37%8.09%

5 years, per year+11.5%+7.1%

3 years, per year+22.7%+10.7%

Worst drop · 1Y−6.8%−6.7%

Volatility · 1Y11.6%8.8%

3–3measures won
level

30.6%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

Overlap: IWD, JEPI

Today

30.6%most shared, IWD and JEPI

IWDJEPI

IWD—30.6%

JEPI30.6%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IWD$137 − $18 = $119

KeptFee

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