PWB vs JEPQ

APWB

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,370PWB

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 common31.9%PWB and JEPQ

PWB

JEPQ

Invesco Large Cap Growth ETF · $2.3BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+26.1%3 years · per year$20,069 · $16,202+17.4%

+11.7%5 years · per year$17,370 · […][…]

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

0.00%12-mo yield$0 · $1,279 on $10k12.79%

−20.4%Worst dropSmaller wins−11.5%

26.6%VolatilityLower wins16.7%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsPWB · JEPQ

4.3%AAPL7.4%

3.9%AMZN4.4%

3.3%NVDA6.6%

3.3%AMD2.9%

Held in common31.9%

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	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	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	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

PWB vs JEPQ

PWB

Invesco Large Cap Growth

$17,370

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePWBJEPQ

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.00%12.79%

5 years, per year+11.7%[…]

3 years, per year+26.1%+17.4%

Worst drop · 1Y−20.4%−11.5%

Volatility · 1Y26.6%16.7%

4–1measures won
JEPQ first

31.9%

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, JEPQ

Today

31.9%most shared, PWB and JEPQ

PWBJEPQ

PWB—31.9%

JEPQ31.9%—

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

PWB$0 − $55 = −$55

KeptFee

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