JEPQ vs IWF

AJEPQ

BIWF

Measures won3–2JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

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

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common49.9%JEPQ and IWF

JEPQ

IWF

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BiShares Russell 1000 Growth ETF · $115B

+17.4%3 years · per year$16,202 · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

12.79%12-mo yield$1,279 · $39 on $10k0.39%

−11.5%Worst dropSmaller wins−14.6%

16.7%VolatilityLower wins19.4%

3–2JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPQ · IWF

7.4%AAPL9.0%

6.6%NVDA14.1%

6.1%MSFT6.6%

4.4%GOOG4.5%

Held in common49.9%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

JEPQ vs IWF

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureJEPQIWF

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield12.79%0.39%

5 years, per year[…]+9.1%

3 years, per year+17.4%+19.4%

Worst drop · 1Y−11.5%−14.6%

Volatility · 1Y16.7%19.4%

3–2measures won
JEPQ first

49.9%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

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

Overlap: JEPQ, IWF

Today

49.9%most shared, JEPQ and IWF

JEPQIWF

JEPQ—49.9%

IWF49.9%—

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

IWF$39 − $18 = $21

KeptFee

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