Compare AVLC and JEPQ

AVLC and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Large Cap Equity ETFLow-Cost Core · US large cap0.15%0.90%+11.6%+14.1%+22.8%[…]−8.0%14.5%$1.6B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: AVLC 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

AVLC

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 41.4% in common

AVLCMeasureJEPQ

+11.6%Year to dateJan 1 → Nov 5+8.5%

+14.1%1 yearTotal return+9.3%

+22.8%3 years · per year$10,000 became $18,520 · $17,406+20.3%

[…]5 years · per year[…]

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

0.90%Trailing 12-mo yield$90 · $1,217 a year on $10k12.17%

−8.0%Worst dropSmaller is better−8.8%

14.5%VolatilityLower is calmer15.5%

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

6–1AVLC wins

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

More Ways to See the Pairs

AVLC vs JEPQ: Top 5 Holdings

Today

AVLC

22.2%in top 5

JEPQ

in top 528.3%

AVLCStockJEPQ

5.9%AAPL7.1%

5.0%NVDA6.8%

5.4%MSFT6.0%

not top 5GOOG4.2%

3.9%AMZN4.2%

2.1%METAnot top 5

Held in common41.4%

End-of-day Nov 5, 2026 · share of each fund

AVLC vs JEPQ Returns, Every Period

1Y

AvantisAVLC

+14.1%

past year

JEPQJ.P. Morgan

+9.3%

past year

AVLCJEPQFaded: behind in that period

3–0AVLC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Income: AVLC vs JEPQ

YTD

AvantisAVLC

+11.6%

JEPQJ.P. Morgan

+8.5%

+11.6%Year to date+8.5%

−8.0%Worst drop · 1Y−8.8%

14.5%Volatility · 1Y15.5%

0.9%Yield12.2%

$1.6BAssets$42.6B

3–1AVLC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVLC, JEPQ

Today

0.15%lowest, AVLC

FundExpense ratioFee$10k

AVLC0.15%$15

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AVLC, JEPQ

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

AVLC0.90%$90

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

AVLC$90 − $15 = $75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AVLC, JEPQ

Today

41.4%most shared, AVLC and JEPQ

AVLCJEPQ

AVLC—41.4%

JEPQ41.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+14.1%AVLC, at 14.5% volatility

AVLCWorst drop−8.0%14.5% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQAVLC

+8.5%Year to date+11.6%

12.2%Yield0.9%

+9.3%Past year+14.1%

0.35%Fee0.15%

3–1AVLC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026