Compare · 2 funds side by side · dividends reinvested

AVLV and JEPI

AVLVAvantis×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,846AVLV · best of the two

02 / 04

AVLV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Large Cap Value ETFLow-Cost Core · US large cap0.15%1.11%+22.6%+29.5%+23.8%+13.5%−6.4%12.2%$22.6B1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.8

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: AVLV 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Large Cap Value ETF · $22.6B$18,846

AVLV

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested · they hold 21.9% in common

AVLVMeasureJEPI

+22.6%Year to dateJan 1 → Nov 5+5.2%

+29.5%1 yearTotal return+8.3%

+23.8%3 years · per year$10,000 became $18,986 · $13,674+11.0%

+13.5%5 years · per year$10,000 became $18,846 · $14,108+7.1%

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

1.11%Trailing 12-mo yield$111 · $809 a year on $10k8.09%

−6.4%Worst dropSmaller is better−6.7%

12.2%VolatilityLower is calmer8.8%

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

6–2AVLV wins

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

More Ways to See the Pairs

AVLV vs JEPI: Top 5 Holdings

Today

AVLV

15.0%in top 5

JEPI

in top 59.9%

AVLVStockJEPI

3.6%MSFT2.0%

3.0%AMZNnot top 5

2.9%METAnot top 5

2.8%AAPL1.9%

2.8%JPMnot top 5

not top 5MA2.0%

not top 5MMM1.9%

not top 5V1.9%

Held in common21.9%

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

AVLV vs JEPI Returns, Every Period

AvantisAVLV

+13.5%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

AVLVJEPIFaded: behind in that period

4–0AVLV wins

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

Core vs Income: AVLV vs JEPI

YTD

AvantisAVLV

+22.6%

JEPIJ.P. Morgan

+5.2%

+22.6%Year to date+5.2%

−6.4%Worst drop · 1Y−6.7%

12.2%Volatility · 1Y8.8%

1.1%Yield8.1%

$22.6BAssets$46.1B

2–2level

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

Cost, Income and Risk

Fees: AVLV, JEPI

Today

0.15%lowest, AVLV

FundExpense ratioFee$10k

AVLV0.15%$15

JEPI0.35%$35

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

Yields: AVLV, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

AVLV1.11%$111

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

AVLV$111 − $15 = $96

KeptFee

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

Overlap: AVLV, JEPI

Today

21.9%most shared, AVLV and JEPI

AVLVJEPI

AVLV—21.9%

JEPI21.9%—

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

Return vs Bumpiness: 2 ETFs

+29.5%AVLV, at 12.2% volatility

JEPIWorst drop−6.7%8.8% vol

AVLVWorst drop−6.4%12.2% vol

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

Paid More vs Made More

YTD

JEPIAVLV

+5.2%Year to date+22.6%

8.1%Yield1.1%

+8.3%Past year+29.5%

0.35%Fee0.15%

3–1AVLV 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%

$42.1BAssets$46.1B

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%

$123BAssets$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$805B

2–0SPYM wins

End-of-day Nov 5, 2026