WIP vs JEPQ

AWIP

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$9,711WIP

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−5.2%WIP · worst fall in 1Y

Held in common[…]WIP and JEPQ

WIP

JEPQ

SPDR FTSE International Government Inflation-Protected Bond ETF · $460MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+5.4%3 years · per year$11,699 · $16,495+18.2%

−0.6%5 years · per year$9,711 · […][…]

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

6.51%12-mo yield$651 · $1,239 on $10k12.39%

−5.2%Worst dropSmaller wins−11.5%

8.6%VolatilityLower wins16.9%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsWIP · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	AWIP	SPDR FTSE International Government Inflation-Protected Bond ETFRead Desk		0.50%	6.51%	+0.5%	+1.7%	+4.3%	+5.4%	−0.6%	−5.2%	$460M
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	AWIP	SPDR FTSE International Government Inflation-Protected Bond ETFRead Desk		0.50%	6.51%	+0.5%	+1.7%	+4.3%	+5.4%	−0.6%	−5.2%	$460M
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

WIP vs JEPQ

WIP

SPDR FTSE International Government Inflation-Protected Bond

$9,711

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureWIPJEPQ

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield6.51%12.39%

5 years, per year−0.6%[…]

3 years, per year+5.4%+18.2%

Worst drop · 1Y−5.2%−11.5%

Volatility · 1Y8.6%16.9%

3–2measures won
JEPQ first

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%

$120BAssets$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: WIP, JEPQ

Today

[…]holdings […]

WIPJEPQ

WIP—[…]

JEPQ[…]—

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

WIP$651 − $50 = $601

KeptFee

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