IWS vs JEPI

AIWS

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,352IWS · JEPI $14,118

Lowest cost0.23%IWS · $23 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common3.9%IWS and JEPI

IWS

JEPI

iShares Russell Mid-Cap Value ETF · $14.8BJPMorgan Equity Premium Income ETF · $45.2B

+20.9%3 years · per year$17,688 · $13,562+10.7%

+9.0%5 years · per year$15,352 · $14,118+7.1%

0.23%Expense ratio$23 · $35 on $10k · lower wins0.35%

1.31%12-mo yield$131 · $809 on $10k8.09%

−7.5%Worst dropSmaller wins−6.7%

13.3%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWS · JEPI

0.5%ETR1.0%

0.4%VTR0.6%

0.5%KDP0.3%

0.3%YUM0.7%

Held in common3.9%

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	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.31%	−0.1%	+20.6%	+23.9%	+20.9%	+9.0%	−7.5%	$14.8B
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	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.31%	−0.1%	+20.6%	+23.9%	+20.9%	+9.0%	−7.5%	$14.8B
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

IWS vs JEPI

IWS

iShares Russell Mid-Cap Value

$15,352

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureIWSJEPI

Fee0.23%0.35%

Cost on $10k a year$23$35

Yield1.31%8.09%

5 years, per year+9.0%+7.1%

3 years, per year+20.9%+10.7%

Worst drop · 1Y−7.5%−6.7%

Volatility · 1Y13.3%8.8%

3–3measures won
level

3.9%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IWS, JEPI

Today

3.9%most shared, IWS and JEPI

IWSJEPI

IWS—3.9%

JEPI3.9%—

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

IWS$131 − $23 = $108

KeptFee

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