Compare AVMA and JEPQ

AVMA and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis Moderate Allocation ETFUnsorted0.21%2.49%+8.9%+11.6%+16.0%[…]−6.4%9.6%$96M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: AVMA 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Avantis Moderate Allocation ETF · $96M[…]

AVMA

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AVMAMeasureJEPQ

+8.9%Year to dateJan 1 → Nov 6+3.2%

+11.6%1 yearTotal return+4.5%

+16.0%3 years · per year$10,000 became $15,622 · $16,202+17.4%

[…]5 years · per year[…]

0.21%Expense ratio$21 · $35 a year on $10k · lower is better0.35%

2.49%Trailing 12-mo yield$249 · $1,279 a year on $10k12.79%

−6.4%Worst dropSmaller is better−11.5%

9.6%VolatilityLower is calmer16.7%

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

5–2AVMA wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVMA vs JEPQ: Top 5 Holdings

Today

AVMA

73.2%in top 5

JEPQ

in top 528.9%

AVMAStockJEPQ

28.4%AVUSnot top 5

18.3%AVIGnot top 5

10.3%AVLVnot top 5

8.2%AVGBnot top 5

8.0%AVSFnot top 5

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

AVMA vs JEPQ Returns, Every Period

1Y

AvantisAVMA

+11.6%

past year

JEPQJ.P. Morgan

+4.5%

past year

AVMAJEPQFaded: behind in that period

2–1AVMA wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: AVMA vs JEPQ

YTD

AvantisAVMA

+8.9%

JEPQJ.P. Morgan

+3.2%

+8.9%Year to date+3.2%

−6.4%Worst drop · 1Y−11.5%

9.6%Volatility · 1Y16.7%

2.5%Yield12.8%

$96.2MAssets$42.6B

3–1AVMA wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVMA, JEPQ

Today

0.21%lowest, AVMA

FundExpense ratioFee$10k

AVMA0.21%$21

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AVMA, JEPQ

1Y

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

AVMA2.49%$249

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

AVMA$249 − $21 = $228

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AVMA, JEPQ

Today

0.0%most shared, AVMA and JEPQ

AVMAJEPQ

AVMA—0.0%

JEPQ0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.6%AVMA, at 9.6% volatility

AVMAWorst drop−6.4%9.6% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQAVMA

+3.2%Year to date+8.9%

12.8%Yield2.5%

+4.5%Past year+11.6%

0.35%Fee0.21%

3–1AVMA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026