IWD vs JEPQ

AIWD

BJEPQ

Measures won4–1IWD wins · of 6 · 5Y

$10,000 · 5Y$17,178IWD

Lowest cost0.18%IWD · $18 on $10k

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

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common28.6%IWD and JEPQ

IWD

JEPQ

iShares Russell 1000 Value ETF · $83.2BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+23.8%3 years · per year$18,980 · $17,450+20.4%

+11.4%5 years · per year$17,178 · […][…]

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

1.37%12-mo yield$137 · $1,228 on $10k12.28%

−6.8%Worst dropSmaller wins−8.8%

11.0%VolatilityLower wins15.5%

4–1IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · JEPQ

6.0%AAPL6.9%

5.1%MSFT5.5%

5.6%AMZN3.9%

1.3%WMT2.1%

Held in common28.6%

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	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
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	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
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

IWD vs JEPQ

IWD

iShares Russell 1000 Value

$17,178

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIWDJEPQ

Fee0.18%0.35%

Cost on $10k a year$18$35

Yield1.37%12.28%

5 years, per year+11.4%[…]

3 years, per year+23.8%+20.4%

Worst drop · 1Y−6.8%−8.8%

Volatility · 1Y11.0%15.5%

4–1measures won
IWD first

28.6%

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

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV 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

Overlap: IWD, JEPQ

Today

28.6%most shared, IWD and JEPQ

IWDJEPQ

IWD—28.6%

JEPQ28.6%—

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

IWD$137 − $18 = $119

KeptFee

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