KBWB vs JEPQ

AKBWB

BJEPQ

Measures won1–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,116KBWB

Lowest cost0.35%KBWB · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.0%KBWB and JEPQ

KBWB

JEPQ

Invesco KBW Bank ETF · $6.9BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+35.9%3 years · per year$25,073 · $17,406+20.3%

+7.1%5 years · per year$14,116 · […][…]

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

2.12%12-mo yield$212 · $1,217 on $10k12.17%

−16.4%Worst dropSmaller wins−8.8%

20.5%VolatilityLower wins15.5%

1–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWB · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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 JEPQ

KBWB

Invesco KBW Bank

$14,116

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureKBWBJEPQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield2.12%12.17%

5 years, per year+7.1%[…]

3 years, per year+35.9%+20.3%

Worst drop · 1Y−16.4%−8.8%

Volatility · 1Y20.5%15.5%

3–1measures won
JEPQ first

0.0%

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, JEPQ

Today

0.0%most shared, KBWB and JEPQ

KBWBJEPQ

KBWB—0.0%

JEPQ0.0%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

KBWB$212 − $35 = $177

KeptFee

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