IWR vs JEPQ

AIWR

BJEPQ

Measures won4–1IWR wins · of 6 · 5Y

$10,000 · 5Y$14,220IWR

Lowest cost0.18%IWR · $18 on $10k

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

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common2.6%IWR and JEPQ

IWR

JEPQ

iShares Russell Mid-Cap ETF · $58.2BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+21.0%3 years · per year$17,698 · $17,450+20.4%

+7.3%5 years · per year$14,220 · […][…]

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

1.15%12-mo yield$115 · $1,228 on $10k12.28%

−8.2%Worst dropSmaller wins−8.8%

13.4%VolatilityLower wins15.5%

4–1IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWR · JEPQ

0.3%FANG0.3%

0.3%TER0.4%

0.4%XEL0.3%

0.3%TTWO0.2%

Held in common2.6%

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	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B
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	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B
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

IWR vs JEPQ

IWR

iShares Russell Mid-Cap

$14,220

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIWRJEPQ

Fee0.18%0.35%

Cost on $10k a year$18$35

Yield1.15%12.28%

5 years, per year+7.3%[…]

3 years, per year+21.0%+20.4%

Worst drop · 1Y−8.2%−8.8%

Volatility · 1Y13.4%15.5%

4–1measures won
IWR first

2.6%

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

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: IWR, JEPQ

Today

2.6%most shared, IWR and JEPQ

IWRJEPQ

IWR—2.6%

JEPQ2.6%—

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

IWR$115 − $18 = $97

KeptFee

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