Compare · 3 funds side by side · dividends reinvested

AVMV, JEPQ and JEPI

AVMVAvantis×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

AVMV, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.8

Avantis U.S. Mid Cap Value ETFUS Stock Styles · Mid cap0.20%1.09%+13.7%+19.5%[…][…]−8.9%12.6%$823M1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.0

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: AVMV 2023 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

AVMV

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

AVMVMeasureJEPQ

+13.7%Year to dateJan 1 → Nov 3+7.5%

+19.5%1 yearTotal return+8.6%

[…]3 years · per year$10,000 became […] · $17,450+20.4%

[…]5 years · per year[…]

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

1.09%Trailing 12-mo yield$109 · $1,228 a year on $10k12.28%

−8.9%Worst dropSmaller is better−8.8%

12.6%VolatilityLower is calmer15.5%

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

4–2AVMV wins

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

More Ways to See the Pairs

AVMV vs JEPQ: Top 5 Holdings

Today

AVMV

6.4%in top 5

JEPQ

in top 527.5%

AVMVStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

1.5%DVNnot top 5

1.3%DALnot top 5

1.2%IDXXnot top 5

1.2%0EV1.Lnot top 5

1.2%CNCnot top 5

Held in common1.1%

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

AVMV vs JEPQ Returns, Every Period

AvantisAVMV

+19.5%

past year

JEPQJ.P. Morgan

+8.6%

past year

AVMVJEPQFaded: behind in that period

2–0AVMV wins

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

Stocks vs Income: AVMV vs JEPQ

YTD

AvantisAVMV

+13.7%

JEPQJ.P. Morgan

+7.5%

+13.7%Year to date+7.5%

−8.9%Worst drop · 1Y−8.8%

12.6%Volatility · 1Y15.5%

1.1%Yield12.3%

$823MAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: AVMV, JEPQ, JEPI

Today

0.20%lowest, AVMV

FundExpense ratioFee$10k

AVMV0.20%$20

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: AVMV, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

AVMV1.09%$109

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

AVMV$109 − $20 = $89

KeptFee

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

Overlap: AVMV, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

AVMVJEPQJEPI

AVMV—1.1%1.2%

JEPQ1.1%—26.6%

JEPI1.2%26.6%—

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

Return vs Bumpiness: 3 ETFs

+19.5%AVMV, at 12.6% volatility

JEPIWorst drop−6.7%7.9% vol

AVMVWorst drop−8.9%12.6% 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

JEPQAVMV

+7.5%Year to date+13.7%

12.3%Yield1.1%

+8.6%Past year+19.5%

0.35%Fee0.20%

3–1AVMV 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