Compare · 2 funds side by side · dividends reinvested

AVMV and JEPI

AVMVAvantis×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

AVMV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.4

Avantis U.S. Mid Cap Value ETFUS Stock Styles · Mid cap0.20%1.08%+15.5%+21.4%[…][…]−8.9%12.7%$823M1.5

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: AVMV 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Mid Cap Value ETF · $823M[…]

AVMV

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

AVMVMeasureJEPI

+15.5%Year to dateJan 1 → Nov 4+8.8%

+21.4%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

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

0.20%Expense ratio$20 · $35 a year on $10k · lower is better0.35%

1.08%Trailing 12-mo yield$108 · $783 a year on $10k7.83%

−8.9%Worst dropSmaller is better−6.7%

12.7%VolatilityLower is calmer8.1%

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

3–3Level

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

More Ways to See the Pairs

AVMV vs JEPI: Top 5 Holdings

Today

AVMV

6.4%in top 5

JEPI

in top 59.5%

AVMVStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.5%DVNnot top 5

1.3%DALnot top 5

1.2%IDXXnot top 5

1.2%CNCnot top 5

1.2%CMGnot top 5

Held in common1.2%

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

AVMV vs JEPI Returns, Every Period

AvantisAVMV

+21.4%

past year

JEPIJ.P. Morgan

+11.9%

past year

AVMVJEPIFaded: behind in that period

2–0AVMV wins

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

Stocks vs Income: AVMV vs JEPI

YTD

AvantisAVMV

+15.5%

JEPIJ.P. Morgan

+8.8%

+15.5%Year to date+8.8%

−8.9%Worst drop · 1Y−6.7%

12.7%Volatility · 1Y8.1%

1.1%Yield7.8%

$823MAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: AVMV, JEPI

Today

0.20%lowest, AVMV

FundExpense ratioFee$10k

AVMV0.20%$20

JEPI0.35%$35

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

Yields: AVMV, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

AVMV1.08%$108

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

AVMV$108 − $20 = $88

KeptFee

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

Overlap: AVMV, JEPI

Today

1.2%most shared, AVMV and JEPI

AVMVJEPI

AVMV—1.2%

JEPI1.2%—

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

Return vs Bumpiness: 2 ETFs

+21.4%AVMV, at 12.7% volatility

JEPIWorst drop−6.7%8.1% vol

AVMVWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

JEPIAVMV

+8.8%Year to date+15.5%

7.8%Yield1.1%

+11.9%Past year+21.4%

0.35%Fee0.20%

3–1AVMV 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