PWS vs JEPQ

APWS

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$10,088PWS

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−7.9%PWS · worst fall in 1Y

Held in common28.6%PWS and JEPQ

PWS

JEPQ

Pacer WealthShield ETF · $16MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+9.1%3 years · per year$12,973 · $16,495+18.2%

+0.2%5 years · per year$10,088 · […][…]

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

2.13%12-mo yield$213 · $1,239 on $10k12.39%

−7.9%Worst dropSmaller wins−11.5%

12.8%VolatilityLower wins16.9%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsPWS · JEPQ

3.9%AAPL7.3%

3.6%NVDA6.7%

3.1%MSFT6.0%

2.1%AMZN4.3%

Held in common28.6%

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	APWS	Pacer WealthShield ETFRead Desk		0.60%	2.13%	+2.6%	+0.1%	−0.2%	+9.1%	+0.2%	−7.9%	$16M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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	APWS	Pacer WealthShield ETFRead Desk		0.60%	2.13%	+2.6%	+0.1%	−0.2%	+9.1%	+0.2%	−7.9%	$16M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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 JEPQ

PWS

Pacer WealthShield

$10,088

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePWSJEPQ

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield2.13%12.39%

5 years, per year+0.2%[…]

3 years, per year+9.1%+18.2%

Worst drop · 1Y−7.9%−11.5%

Volatility · 1Y12.8%16.9%

3–2measures won
JEPQ first

28.6%

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, JEPQ

Today

28.6%most shared, PWS and JEPQ

PWSJEPQ

PWS—28.6%

JEPQ28.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

PWS$213 − $60 = $153

KeptFee

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