Compare · 3 funds side by side · dividends reinvested

AVLC, JEPQ and JEPI

AVLCAvantis×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

AVLC, JEPQ 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%0.88%+15.0%+16.2%+24.8%[…]−8.0%13.8%$1.6B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.3

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: AVLC 2023 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

AVLC

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 40.9% in common

AVLCMeasureJEPQ

+15.0%Year to dateJan 1 → Nov 3+7.5%

+16.2%1 yearTotal return+8.6%

+24.8%3 years · per year$10,000 became $19,440 · $17,450+20.4%

[…]5 years · per year[…]

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

0.88%Trailing 12-mo yield$88 · $1,228 a year on $10k12.28%

−8.0%Worst dropSmaller is better−8.8%

13.8%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 3, 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

21.5%in top 5

JEPQ

in top 527.5%

AVLCStockJEPQ

5.1%NVDA6.9%

5.8%AAPL6.9%

5.0%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

3.7%AMZNnot top 5

2.0%METAnot top 5

Held in common40.9%

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

AVLC vs JEPQ Returns, Every Period

AvantisAVLC

+16.2%

past year

JEPQJ.P. Morgan

+8.6%

past year

AVLCJEPQFaded: behind in that period

3–0AVLC wins

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

Core vs Income: AVLC vs JEPQ

YTD

AvantisAVLC

+15.0%

JEPQJ.P. Morgan

+7.5%

+15.0%Year to date+7.5%

−8.0%Worst drop · 1Y−8.8%

13.8%Volatility · 1Y15.5%

0.9%Yield12.3%

$1.6BAssets$41.8B

3–1AVLC wins

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

Cost, Income and Risk

Fees: AVLC, JEPQ, JEPI

Today

0.15%lowest, AVLC

FundExpense ratioFee$10k

AVLC0.15%$15

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: AVLC, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

AVLC0.88%$88

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

AVLC$88 − $15 = $73

KeptFee

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

Overlap: AVLC, JEPQ, JEPI

Today

40.9%most shared, AVLC and JEPQ

AVLCJEPQJEPI

AVLC—40.9%33.9%

JEPQ40.9%—26.6%

JEPI33.9%26.6%—

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

Return vs Bumpiness: 3 ETFs

+16.2%AVLC, at 13.8% volatility

JEPIWorst drop−6.7%7.9% vol

AVLCWorst drop−8.0%13.8% 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

JEPQAVLC

+7.5%Year to date+15.0%

12.3%Yield0.9%

+8.6%Past year+16.2%

0.35%Fee0.15%

3–1AVLC 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