Compare · 2 funds side by side · dividends reinvested

AVLC and JEPI

AVLCAvantis×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

AVLC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Large Cap Equity ETFLow-Cost Core · US large cap0.15%0.86%+16.6%+17.7%+24.9%[…]−8.0%13.8%$1.6B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.5

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: AVLC 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Large Cap Equity ETF · $1.6B[…]

AVLC

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 34.0% in common

AVLCMeasureJEPI

+16.6%Year to dateJan 1 → Nov 4+8.8%

+17.7%1 yearTotal return+11.9%

+24.9%3 years · per year$10,000 became $19,468 · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

0.86%Trailing 12-mo yield$86 · $783 a year on $10k7.83%

−8.0%Worst dropSmaller is better−6.7%

13.8%VolatilityLower is calmer8.1%

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

4–3AVLC wins

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

More Ways to See the Pairs

AVLC vs JEPI: Top 5 Holdings

Today

AVLC

21.7%in top 5

JEPI

in top 59.5%

AVLCStockJEPI

5.6%AAPL1.9%

5.2%NVDAnot top 5

5.1%MSFT1.9%

3.7%AMZNnot top 5

2.1%METAnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common34.0%

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

AVLC vs JEPI Returns, Every Period

AvantisAVLC

+17.7%

past year

JEPIJ.P. Morgan

+11.9%

past year

AVLCJEPIFaded: behind in that period

3–0AVLC wins

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

Core vs Income: AVLC vs JEPI

YTD

AvantisAVLC

+16.6%

JEPIJ.P. Morgan

+8.8%

+16.6%Year to date+8.8%

−8.0%Worst drop · 1Y−6.7%

13.8%Volatility · 1Y8.1%

0.9%Yield7.8%

$1.6BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: AVLC, JEPI

Today

0.15%lowest, AVLC

FundExpense ratioFee$10k

AVLC0.15%$15

JEPI0.35%$35

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

Yields: AVLC, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

AVLC0.86%$86

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

AVLC$86 − $15 = $71

KeptFee

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

Overlap: AVLC, JEPI

Today

34.0%most shared, AVLC and JEPI

AVLCJEPI

AVLC—34.0%

JEPI34.0%—

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

Return vs Bumpiness: 2 ETFs

+17.7%AVLC, at 13.8% volatility

JEPIWorst drop−6.7%8.1% vol

AVLCWorst drop−8.0%13.8% vol

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

Paid More vs Made More

YTD

JEPIAVLC

+8.8%Year to date+16.6%

7.8%Yield0.9%

+11.9%Past year+17.7%

0.35%Fee0.15%

3–1AVLC 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%

$41.8BAssets$46.0B

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%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026