KBWD vs JEPI

AKBWD

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · KBWD $9,094

Lowest cost0.35%JEPI · $35 on $10k

Most income15.99%KBWD · $1,599 on $10k

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

Held in common0.0%KBWD and JEPI

KBWD

JEPI

Invesco KBW High Dividend Yield Financial ETF · $342MJPMorgan Equity Premium Income ETF · $46.8B

+4.1%3 years · per year$11,283 · $13,562+10.7%

−1.9%5 years · per year$9,094 · $14,118+7.1%

5.39%Expense ratio$539 · $35 on $10k · lower wins0.35%

15.99%12-mo yield$1,599 · $809 on $10k8.09%

−23.4%Worst dropSmaller wins−6.7%

17.5%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWD · JEPI

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

Held in common0.0%

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk		5.39%	15.99%	−0.8%	−12.9%	−10.1%	+4.1%	−1.9%	−23.4%	$342M

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk		5.39%	15.99%	−0.8%	−12.9%	−10.1%	+4.1%	−1.9%	−23.4%	$342M

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

KBWD vs JEPI

KBWD

Invesco KBW High Dividend Yield Financial

$9,094

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureKBWDJEPI

Fee5.39%0.35%

Cost on $10k a year$539$35

Yield15.99%8.09%

5 years, per year−1.9%+7.1%

3 years, per year+4.1%+10.7%

Worst drop · 1Y−23.4%−6.7%

Volatility · 1Y17.5%8.8%

5–1measures won
JEPI first

0.0%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: KBWD, JEPI

Today

0.0%most shared, KBWD and JEPI

KBWDJEPI

KBWD—0.0%

JEPI0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,060most kept, KBWD

KBWD$1,599 − $539 = $1,060

JEPI$809 − $35 = $774

KeptFee

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