PWB vs JEPI

APWB

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,370PWB · JEPI $14,118

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common27.1%PWB and JEPI

PWB

JEPI

Invesco Large Cap Growth ETF · $2.3BJPMorgan Equity Premium Income ETF · $45.2B

+26.1%3 years · per year$20,069 · $13,562+10.7%

+11.7%5 years · per year$17,370 · $14,118+7.1%

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $809 on $10k8.09%

−20.4%Worst dropSmaller wins−6.7%

26.6%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsPWB · JEPI

4.2%MA2.1%

4.3%AAPL2.0%

4.3%V1.9%

3.9%AMZN1.9%

Held in common27.1%

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	APWB	Invesco Large Cap Growth ETFRead Desk		0.55%	0.00%	+1.7%	+7.3%	+5.6%	+26.1%	+11.7%	−20.4%	$2.3B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

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	APWB	Invesco Large Cap Growth ETFRead Desk		0.55%	0.00%	+1.7%	+7.3%	+5.6%	+26.1%	+11.7%	−20.4%	$2.3B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

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

PWB vs JEPI

PWB

Invesco Large Cap Growth

$17,370

JEPI

JPMorgan Equity Premium Income

$14,118

MeasurePWBJEPI

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.00%8.09%

5 years, per year+11.7%+7.1%

3 years, per year+26.1%+10.7%

Worst drop · 1Y−20.4%−6.7%

Volatility · 1Y26.6%8.8%

4–2measures won
JEPI first

27.1%

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: PWB, JEPI

Today

27.1%most shared, PWB and JEPI

PWBJEPI

PWB—27.1%

JEPI27.1%—

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

PWB$0 − $55 = −$55

KeptFee

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