Compare · 2 funds side by side · dividends reinvested

AVDE and JEPI

AVDEAvantis×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,415AVDE · best of the two

02 / 04

AVDE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis International Equity ETFInternational · Ex-US broad0.23%2.78%+12.5%+18.0%+23.0%+10.4%−11.5%15.6%$19.4B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AVDE 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Avantis International Equity ETF · $19.4B$16,415

AVDE

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AVDEMeasureJEPI

+12.5%Year to dateJan 1 → Nov 4+8.8%

+18.0%1 yearTotal return+11.9%

+23.0%3 years · per year$10,000 became $18,615 · $14,269+12.6%

+10.4%5 years · per year$10,000 became $16,415 · $14,635+7.9%

0.23%Expense ratio$23 · $35 a year on $10k · lower is better0.35%

2.78%Trailing 12-mo yield$278 · $783 a year on $10k7.83%

−11.5%Worst dropSmaller is better−6.7%

15.6%VolatilityLower is calmer8.1%

AVDEJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3AVDE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVDE vs JEPI: Top 5 Holdings

Today

AVDE

4.7%in top 5

JEPI

in top 59.5%

AVDEStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.3%ASMLnot top 5

1.0%ROP.SWnot top 5

1.0%SHELnot top 5

0.7%NESN.SWnot top 5

0.7%HSBCnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

AVDE vs JEPI Returns, Every Period

AvantisAVDE

+10.4%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

AVDEJEPIFaded: behind in that period

4–0AVDE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: AVDE vs JEPI

YTD

AvantisAVDE

+12.5%

JEPIJ.P. Morgan

+8.8%

+12.5%Year to date+8.8%

−11.5%Worst drop · 1Y−6.7%

15.6%Volatility · 1Y8.1%

2.8%Yield7.8%

$19.4BAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVDE, JEPI

Today

0.23%lowest, AVDE

FundExpense ratioFee$10k

AVDE0.23%$23

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AVDE, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

AVDE2.78%$278

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

AVDE$278 − $23 = $255

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AVDE, JEPI

Today

0.0%most shared, AVDE and JEPI

AVDEJEPI

AVDE—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.0%AVDE, at 15.6% volatility

JEPIWorst drop−6.7%8.1% vol

AVDEWorst drop−11.5%15.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIAVDE

+8.8%Year to date+12.5%

7.8%Yield2.8%

+11.9%Past year+18.0%

0.35%Fee0.23%

3–1AVDE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026