IWS vs JEPQ

AIWS

BJEPQ

Measures won4–1IWS wins · of 6 · 5Y

$10,000 · 5Y$15,352IWS

Lowest cost0.23%IWS · $23 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−7.5%IWS · worst fall in 1Y

Held in common1.5%IWS and JEPQ

IWS

JEPQ

iShares Russell Mid-Cap Value ETF · $14.8BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.9%3 years · per year$17,688 · $16,202+17.4%

+9.0%5 years · per year$15,352 · […][…]

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

1.31%12-mo yield$131 · $1,279 on $10k12.79%

−7.5%Worst dropSmaller wins−11.5%

13.3%VolatilityLower wins16.7%

4–1IWS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWS · JEPQ

0.4%FANG0.3%

0.5%XEL0.3%

0.3%CPRT0.2%

0.9%MRNA0.2%

Held in common1.5%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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 JEPQ

IWS

iShares Russell Mid-Cap Value

$15,352

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIWSJEPQ

Fee0.23%0.35%

Cost on $10k a year$23$35

Yield1.31%12.79%

5 years, per year+9.0%[…]

3 years, per year+20.9%+17.4%

Worst drop · 1Y−7.5%−11.5%

Volatility · 1Y13.3%16.7%

4–1measures won
IWS first

1.5%

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, JEPQ

Today

1.5%most shared, IWS and JEPQ

IWSJEPQ

IWS—1.5%

JEPQ1.5%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

IWS$131 − $23 = $108

KeptFee

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