KBWY vs JEPI

AKBWY

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,322JEPI · KBWY $10,286

Lowest cost0.35%KBWY · $35 on $10k

Most income8.91%KBWY · $891 on $10k

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

Held in common0.0%KBWY and JEPI

KBWY

JEPI

Invesco KBW Premium Yield Equity REIT ETF · $289MJPMorgan Equity Premium Income ETF · $46.0B

+10.4%3 years · per year$13,447 · $14,201+12.4%

+0.6%5 years · per year$10,286 · $14,322+7.4%

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

8.91%12-mo yield$891 · $796 on $10k7.96%

−15.1%Worst dropSmaller wins−6.7%

16.9%VolatilityLower wins7.9%

1–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWY · JEPI

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

Both

5Y2 funds

#			Trend
1	BJEPI	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	AKBWY	Invesco KBW Premium Yield Equity REIT ETFRead Desk		0.35%	8.91%	−1.0%	+15.2%	+20.2%	+10.4%	+0.6%	−15.1%	$289M

End-of-day Nov 3, 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%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AKBWY	Invesco KBW Premium Yield Equity REIT ETFRead Desk		0.35%	8.91%	−1.0%	+15.2%	+20.2%	+10.4%	+0.6%	−15.1%	$289M

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

KBWY vs JEPI

KBWY

Invesco KBW Premium Yield Equity REIT

$10,286

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureKBWYJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield8.91%7.96%

5 years, per year+0.6%+7.4%

3 years, per year+10.4%+12.4%

Worst drop · 1Y−15.1%−6.7%

Volatility · 1Y16.9%7.9%

4–1measures won
JEPI first

0.0%

holdings shared

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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: KBWY, JEPI

Today

0.0%most shared, KBWY and JEPI

KBWYJEPI

KBWY—0.0%

JEPI0.0%—

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

Income After Fees on $10,000

$856most kept, KBWY

KBWY$891 − $35 = $856

JEPI$796 − $35 = $761

KeptFee

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