KBWB vs JEPI

AKBWB

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,116KBWB · JEPI $14,108

Lowest cost0.35%KBWB · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common1.4%KBWB and JEPI

KBWB

JEPI

Invesco KBW Bank ETF · $6.9BJPMorgan Equity Premium Income ETF · $46.8B

+35.9%3 years · per year$25,073 · $13,674+11.0%

+7.1%5 years · per year$14,116 · $14,108+7.1%

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

2.12%12-mo yield$212 · $809 on $10k8.09%

−16.4%Worst dropSmaller wins−6.7%

20.5%VolatilityLower wins8.8%

1–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWB · JEPI

4.0%C1.0%

4.1%USB0.5%

Held in common1.4%

End-of-day Nov 5, 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	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.12%	−3.5%	+6.2%	+17.1%	+35.9%	+7.1%	−16.4%	$6.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

Both

5Y2 funds

#			Trend
1	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.12%	−3.5%	+6.2%	+17.1%	+35.9%	+7.1%	−16.4%	$6.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

Cards for this view

KBWB vs JEPI

KBWB

Invesco KBW Bank

$14,116

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureKBWBJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield2.12%8.09%

5 years, per year+7.1%+7.1%

3 years, per year+35.9%+11.0%

Worst drop · 1Y−16.4%−6.7%

Volatility · 1Y20.5%8.8%

3–1measures won
JEPI first

1.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: KBWB, JEPI

Today

1.4%most shared, KBWB and JEPI

KBWBJEPI

KBWB—1.4%

JEPI1.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

KBWB$212 − $35 = $177

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee