PBW vs JEPQ

APBW

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$3,341PBW

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common1.6%PBW and JEPQ

PBW

JEPQ

Invesco WilderHill Clean Energy ETF · $306MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+4.1%3 years · per year$11,276 · $16,202+17.4%

−19.7%5 years · per year$3,341 · […][…]

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

2.55%12-mo yield$255 · $1,279 on $10k12.79%

−47.1%Worst dropSmaller wins−11.5%

43.3%VolatilityLower wins16.7%

0–5JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBW · JEPQ

1.6%TSLA2.2%

Held in common1.6%

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	APBW	Invesco WilderHill Clean Energy ETFRead Desk		0.63%	2.55%	+6.1%	−12.7%	−18.8%	+4.1%	−19.7%	−47.1%	$306M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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	APBW	Invesco WilderHill Clean Energy ETFRead Desk		0.63%	2.55%	+6.1%	−12.7%	−18.8%	+4.1%	−19.7%	−47.1%	$306M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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

PBW vs JEPQ

PBW

Invesco WilderHill Clean Energy

$3,341

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePBWJEPQ

Fee0.63%0.35%

Cost on $10k a year$63$35

Yield2.55%12.79%

5 years, per year−19.7%[…]

3 years, per year+4.1%+17.4%

Worst drop · 1Y−47.1%−11.5%

Volatility · 1Y43.3%16.7%

5–0measures won
JEPQ first

1.6%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PBW, JEPQ

Today

1.6%most shared, PBW and JEPQ

PBWJEPQ

PBW—1.6%

JEPQ1.6%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

PBW$255 − $63 = $192

KeptFee

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