Compare · 3 funds side by side · dividends reinvested

AVSC, JEPQ and VUG

AVSCAvantis×JEPQJ.P. Morgan×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

AVSC, JEPQ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.25%0.97%+23.5%+29.3%+20.1%[…]−8.1%16.2%$3.2B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: AVSC 2022 · JEPQ 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Small Cap Equity ETF · $3.2B[…]

AVSC

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

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

AVSCMeasureJEPQ

+23.5%Year to dateJan 1 → Nov 9+6.6%

+29.3%1 yearTotal return+9.2%

+20.1%3 years · per year$10,000 became $17,317 · $16,495+18.2%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $35 a year on $10k · lower is better0.35%

0.97%Trailing 12-mo yield$97 · $1,239 a year on $10k12.39%

−8.1%Worst dropSmaller is better−11.5%

16.2%VolatilityLower is calmer16.9%

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

6–1AVSC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVSC vs JEPQ: Top 5 Holdings

Today

AVSC

1.7%in top 5

JEPQ

in top 528.6%

AVSCStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

0.4%LIVNnot top 5

0.4%FTDRnot top 5

0.4%CONnot top 5

0.3%HAEnot top 5

0.3%SAICnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

AVSC vs JEPQ Returns, Every Period

AvantisAVSC

+29.3%

past year

JEPQJ.P. Morgan

+9.2%

past year

AVSCJEPQFaded: behind in that period

3–0AVSC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: AVSC vs JEPQ

YTD

AvantisAVSC

+23.5%

JEPQJ.P. Morgan

+6.6%

+23.5%Year to date+6.6%

−8.1%Worst drop · 1Y−11.5%

16.2%Volatility · 1Y16.9%

1.0%Yield12.4%

$3.2BAssets$40.7B

3–1AVSC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVSC, JEPQ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

AVSC0.25%$25

JEPQ0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AVSC, JEPQ, VUG

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

AVSC0.97%$97

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

AVSC$97 − $25 = $72

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AVSC, JEPQ, VUG

Today

51.8%most shared, JEPQ and VUG

AVSCJEPQVUG

AVSC—0.0%0.0%

JEPQ0.0%—51.8%

VUG0.0%51.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.3%AVSC, at 16.2% volatility

AVSCWorst drop−8.1%16.2% vol

JEPQWorst drop−11.5%16.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQAVSC

+6.6%Year to date+23.5%

12.4%Yield1.0%

+9.2%Past year+29.3%

0.35%Fee0.25%

3–1AVSC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026