PWS vs JEPI

APWS

BJEPI

Measures won0–6JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI · PWS $10,088

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 common32.6%PWS and JEPI

PWS

JEPI

Pacer WealthShield ETF · $16MJPMorgan Equity Premium Income ETF · $45.2B

+9.1%3 years · per year$12,973 · $13,679+11.0%

+0.2%5 years · per year$10,088 · $14,448+7.6%

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

2.13%12-mo yield$213 · $793 on $10k7.93%

−7.9%Worst dropSmaller wins−6.7%

12.8%VolatilityLower wins9.0%

0–6JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsPWS · JEPI

3.1%MSFT2.0%

3.9%AAPL2.0%

2.1%AMZN1.9%

1.8%V1.9%

Held in common32.6%

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	APWS	Pacer WealthShield ETFRead Desk		0.60%	2.13%	+2.6%	+0.1%	−0.2%	+9.1%	+0.2%	−7.9%	$16M

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	APWS	Pacer WealthShield ETFRead Desk		0.60%	2.13%	+2.6%	+0.1%	−0.2%	+9.1%	+0.2%	−7.9%	$16M

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

PWS vs JEPI

PWS

Pacer WealthShield

$10,088

JEPI

JPMorgan Equity Premium Income

$14,448

MeasurePWSJEPI

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield2.13%7.93%

5 years, per year+0.2%+7.6%

3 years, per year+9.1%+11.0%

Worst drop · 1Y−7.9%−6.7%

Volatility · 1Y12.8%9.0%

6–0measures won
JEPI first

32.6%

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%

$122BAssets$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: PWS, JEPI

Today

32.6%most shared, PWS and JEPI

PWSJEPI

PWS—32.6%

JEPI32.6%—

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

PWS$213 − $60 = $153

KeptFee

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