KBWP vs JEPI

AKBWP

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$19,450KBWP · JEPI $14,118

Lowest cost0.35%KBWP · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common3.3%KBWP and JEPI

KBWP

JEPI

Invesco KBW Property & Casualty Insurance ETF · $313MJPMorgan Equity Premium Income ETF · $46.8B

+17.9%3 years · per year$16,386 · $13,562+10.7%

+14.2%5 years · per year$19,450 · $14,118+7.1%

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

1.75%12-mo yield$175 · $809 on $10k8.09%

−12.0%Worst dropSmaller wins−6.7%

18.3%VolatilityLower wins8.8%

2–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWP · JEPI

7.9%PGR1.0%

7.9%AON0.8%

4.1%AJG0.8%

8.1%CB0.6%

Held in common3.3%

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	AKBWP	Invesco KBW Property & Casualty Insurance ETFRead Desk		0.35%	1.75%	−2.3%	+11.4%	+19.7%	+17.9%	+14.2%	−12.0%	$313M
2	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

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	AKBWP	Invesco KBW Property & Casualty Insurance ETFRead Desk		0.35%	1.75%	−2.3%	+11.4%	+19.7%	+17.9%	+14.2%	−12.0%	$313M
2	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

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

KBWP vs JEPI

KBWP

Invesco KBW Property & Casualty Insurance

$19,450

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureKBWPJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield1.75%8.09%

5 years, per year+14.2%+7.1%

3 years, per year+17.9%+10.7%

Worst drop · 1Y−12.0%−6.7%

Volatility · 1Y18.3%8.8%

3–2measures won
JEPI first

3.3%

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: KBWP, JEPI

Today

3.3%most shared, KBWP and JEPI

KBWPJEPI

KBWP—3.3%

JEPI3.3%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

KBWP$175 − $35 = $140

KeptFee

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