KBWB vs JEPQ

AKBWB

BJEPQ

Measures won1–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,322JEPI · KBWB $14,091

Lowest cost0.35%KBWB · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

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

Held in common0.0%KBWB and JEPQ

KBWB

JEPQ

Invesco KBW Bank ETF · $6.8BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+37.8%3 years · per year$26,186 · $17,450+20.4%

+7.1%5 years · per year$14,091 · […][…]

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

2.10%12-mo yield$210 · $1,228 on $10k12.28%

−16.4%Worst dropSmaller wins−8.8%

20.0%VolatilityLower wins15.5%

1–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWB · JEPQ

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

Held in common0.0%

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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.10%	−0.5%	+7.5%	+18.3%	+37.8%	+7.1%	−16.4%	$6.8B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.10%	−0.5%	+7.5%	+18.3%	+37.8%	+7.1%	−16.4%	$6.8B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

KBWB vs JEPQ

KBWB

Invesco KBW Bank

$14,091

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureKBWBJEPQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield2.10%12.28%

5 years, per year+7.1%[…]

3 years, per year+37.8%+20.4%

Worst drop · 1Y−16.4%−8.8%

Volatility · 1Y20.0%15.5%

3–1measures won
JEPQ first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: KBWB, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

KBWBJEPQJEPI

KBWB—0.0%1.4%

JEPQ0.0%—26.6%

JEPI1.4%26.6%—

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

KBWB$210 − $35 = $175

KeptFee

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