PBW vs JEPI

APBW

BJEPI

Measures won0–6JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI · PBW $3,327

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common0.4%PBW and JEPI

PBW

JEPI

Invesco WilderHill Clean Energy ETF · $306MJPMorgan Equity Premium Income ETF · $45.2B

+3.3%3 years · per year$11,032 · $13,679+11.0%

−19.8%5 years · per year$3,327 · $14,448+7.6%

0.63%Expense ratio$63 · $35 on $10k · lower wins0.35%

2.45%12-mo yield$245 · $793 on $10k7.93%

−47.1%Worst dropSmaller wins−6.7%

43.2%VolatilityLower wins9.0%

0–6JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBW · JEPI

1.6%TSLA0.4%

Held in common0.4%

End-of-day Nov 9, 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%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	APBW	Invesco WilderHill Clean Energy ETFRead Desk		0.63%	2.45%	+3.8%	−9.3%	−11.7%	+3.3%	−19.8%	−47.1%	$306M

End-of-day Nov 9, 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%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	APBW	Invesco WilderHill Clean Energy ETFRead Desk		0.63%	2.45%	+3.8%	−9.3%	−11.7%	+3.3%	−19.8%	−47.1%	$306M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PBW vs JEPI

PBW

Invesco WilderHill Clean Energy

$3,327

JEPI

JPMorgan Equity Premium Income

$14,448

MeasurePBWJEPI

Fee0.63%0.35%

Cost on $10k a year$63$35

Yield2.45%7.93%

5 years, per year−19.8%+7.6%

3 years, per year+3.3%+11.0%

Worst drop · 1Y−47.1%−6.7%

Volatility · 1Y43.2%9.0%

6–0measures won
JEPI first

0.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: PBW, JEPI

Today

0.4%most shared, PBW and JEPI

PBWJEPI

PBW—0.4%

JEPI0.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

PBW$245 − $63 = $182

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee