PWER vs JEPI

APWER

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI

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 common2.5%PWER and JEPI

PWER

JEPI

Nomura Energy Transition ETF · $12MJPMorgan Equity Premium Income ETF · $46.8B

[…]3 years · per year[…] · $13,674+11.0%

[…]5 years · per year[…] · $14,108+7.1%

0.79%Expense ratio$79 · $35 on $10k · lower wins0.35%

1.17%12-mo yield$117 · $809 on $10k8.09%

−13.7%Worst dropSmaller wins−6.7%

22.2%VolatilityLower wins8.8%

0–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsPWER · JEPI

4.6%EOG1.6%

3.5%COP0.8%

2.1%BKR0.2%

Held in common2.5%

End-of-day Nov 5, 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%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	APWER	Nomura Energy Transition ETFRead Desk		0.79%	1.17%	−3.1%	+20.3%	+30.5%	new	new	−13.7%	$12M

End-of-day Nov 5, 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%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	APWER	Nomura Energy Transition ETFRead Desk		0.79%	1.17%	−3.1%	+20.3%	+30.5%	new	new	−13.7%	$12M

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

Cards for this view

PWER vs JEPI

PWER

Nomura Energy Transition

[…]

JEPI

JPMorgan Equity Premium Income

$14,108

MeasurePWERJEPI

Fee0.79%0.35%

Cost on $10k a year$79$35

Yield1.17%8.09%

5 years, per year[…]+7.1%

3 years, per year[…]+11.0%

Worst drop · 1Y−13.7%−6.7%

Volatility · 1Y22.2%8.8%

4–0measures won
JEPI first

2.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PWER, JEPI

Today

2.5%most shared, PWER and JEPI

PWERJEPI

PWER—2.5%

JEPI2.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

PWER$117 − $79 = $38

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee