JMEE vs IWR

AJMEE

BIWR

Measures won0–4IWR wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · IWR $14,220

Lowest cost0.03%VUG · $3 on $10k

Most income1.15%IWR · $115 on $10k

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

Held in common20.6%JMEE and IWR

JMEE

IWR

JPMorgan Small & Mid Cap Enhanced Equity ETF · $3.0BiShares Russell Mid-Cap ETF · $58.2B

+19.8%3 years · per year$17,205 · $17,698+21.0%

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

0.34%Expense ratio$34 · $18 on $10k · lower wins0.18%

0.96%12-mo yield$96 · $115 on $10k1.15%

−8.2%Worst dropSmaller wins−8.2%

15.0%VolatilityLower wins13.4%

0–4IWR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJMEE · IWR

0.9%OKTA0.3%

0.6%FTI0.2%

0.8%UTHR0.2%

0.3%ENTG0.2%

Held in common20.6%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B
3	AJMEE	JPMorgan Small & Mid Cap Enhanced Equity ETFRead Desk	0.34%	0.96%	+0.1%	+17.0%	+20.4%	+19.8%	new	−8.2%	$3.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B
3	AJMEE	JPMorgan Small & Mid Cap Enhanced Equity ETFRead Desk	0.34%	0.96%	+0.1%	+17.0%	+20.4%	+19.8%	new	−8.2%	$3.0B

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

JMEE vs IWR

JMEE

JPMorgan Small & Mid Cap Enhanced Equity

[…]

IWR

iShares Russell Mid-Cap

$14,220

MeasureJMEEIWR

Fee0.34%0.18%

Cost on $10k a year$34$18

Yield0.96%1.15%

5 years, per year[…]+7.3%

3 years, per year+19.8%+21.0%

Worst drop · 1Y−8.2%−8.2%

Volatility · 1Y15.0%13.4%

4–0measures won
IWR first

20.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

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

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

Overlap: JMEE, IWR, VUG

Today

20.6%most shared, JMEE and IWR

JMEEIWRVUG

JMEE—20.6%0.0%

IWR20.6%—7.0%

VUG0.0%7.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

JMEE$96 − $34 = $62

VUG$41 − $3 = $38

KeptFee

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