Compare · 3 funds side by side · dividends reinvested

AVDE, JEPQ and JEPI

AVDEAvantis×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,954AVDE · best of the three

02 / 04

AVDE, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis International Equity ETFInternational · Ex-US broad0.23%2.85%+9.9%+15.3%+22.5%+9.8%−11.5%15.4%$19.4B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: AVDE 2019 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Avantis International Equity ETF · $19.4B$15,954

AVDE

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

AVDEMeasureJEPQ

+9.9%Year to dateJan 1 → Nov 3+7.5%

+15.3%1 yearTotal return+8.6%

+22.5%3 years · per year$10,000 became $18,386 · $17,450+20.4%

+9.8%5 years · per year$10,000 became $15,954 · […][…]

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

2.85%Trailing 12-mo yield$285 · $1,228 a year on $10k12.28%

−11.5%Worst dropSmaller is better−8.8%

15.4%VolatilityLower is calmer15.5%

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

5–2AVDE wins

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

More Ways to See the Pairs

AVDE vs JEPQ: Top 5 Holdings

Today

AVDE

4.6%in top 5

JEPQ

in top 527.5%

AVDEStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

1.2%ASMLnot top 5

1.1%ROP.SWnot top 5

1.0%SHELnot top 5

0.7%NESN.SWnot top 5

0.7%HSBCnot top 5

Held in common0.9%

End-of-day Nov 3, 2026 · share of each fund

AVDE vs JEPQ Returns, Every Period

AvantisAVDE

+15.3%

past year

JEPQJ.P. Morgan

+8.6%

past year

AVDEJEPQFaded: behind in that period

3–0AVDE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

International vs Income: AVDE vs JEPQ

YTD

AvantisAVDE

+9.9%

JEPQJ.P. Morgan

+7.5%

+9.9%Year to date+7.5%

−11.5%Worst drop · 1Y−8.8%

15.4%Volatility · 1Y15.5%

2.8%Yield12.3%

$19.4BAssets$41.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVDE, JEPQ, JEPI

Today

0.23%lowest, AVDE

FundExpense ratioFee$10k

AVDE0.23%$23

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AVDE, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

AVDE2.85%$285

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

AVDE$285 − $23 = $262

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AVDE, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

AVDEJEPQJEPI

AVDE—0.9%0.0%

JEPQ0.9%—26.6%

JEPI0.0%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.3%AVDE, at 15.4% volatility

JEPIWorst drop−6.7%7.9% vol

AVDEWorst drop−11.5%15.4% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQAVDE

+7.5%Year to date+9.9%

12.3%Yield2.8%

+8.6%Past year+15.3%

0.35%Fee0.23%

3–1AVDE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026