Compare · 3 funds side by side · dividends reinvested

AVSE, JEPQ and JEPI

AVSEAvantis×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,519JEPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

AVSE, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B1.8

Avantis Responsible Emerging Markets Equity ETFInternational · Emerging0.33%2.98%+12.1%+12.4%+20.2%[…]−17.8%25.7%$220M1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.1

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

End-of-day Nov 13, 2026 · returns include dividends · since: AVSE 2022 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Avantis Responsible Emerging Markets Equity ETF · $220M[…]

AVSE

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

AVSE

More Ways to See the Pairs

AVSE vs JEPQ: Top 5 Holdings

Today

AVSE

23.9%in top 5

JEPQ

in top 527.3%

AVSEStockJEPQ

8.5%TSMnot top 5

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

5.1%000660.K

Cost, Income and Risk

Fees: AVSE, JEPQ, JEPI

Today

0.33%lowest, AVSE

FundExpense ratioFee$10k

AVSE0.33%$33

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

JEPQ

+12.1%Year to dateJan 1 → Nov 13+6.7%

+12.4%1 yearTotal return+7.6%

+20.2%3 years · per year$10,000 became $17,374 · $16,188+17.4%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $35 a year on $10k · lower is better0.35%

2.98%Trailing 12-mo yield$298 · $1,237 a year on $10k12.37%

−17.8%Worst dropSmaller is better−11.5%

25.7%VolatilityLower is calmer17.0%

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

4–3AVSE wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.9%SMSN.Lnot top 5

not top 5GOOG4.3%

not top 5AMZN4.2%

3.5%2330.TWnot top 5

1.9%2454.TWnot top 5

Held in common0.1%

End-of-day Nov 13, 2026 · share of each fund

AVSE vs JEPQ Returns, Every Period

1Y

AvantisAVSE

+12.4%

past year

JEPQJ.P. Morgan

+7.6%

past year

AVSEJEPQFaded: behind in that period

3–0AVSE wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

International vs Income: AVSE vs JEPQ

YTD

AvantisAVSE

+12.1%

JEPQJ.P. Morgan

+6.7%

+12.1%Year to date+6.7%

−17.8%Worst drop · 1Y−11.5%

25.7%Volatility · 1Y17.0%

3.0%Yield12.4%

$220MAssets$42.5B

3–1JEPQ wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: AVSE, JEPQ, JEPI

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

AVSE2.98%$298

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

JEPI$787 − $35 = $752

AVSE$298 − $33 = $265

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: AVSE, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

AVSEJEPQJEPI

AVSE—0.1%0.0%

JEPQ0.1%—28.4%

JEPI0.0%28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.4%AVSE, at 25.7% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%17.0% vol

AVSEWorst drop−17.8%25.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQAVSE

+6.7%Year to date+12.1%

12.4%Yield3.0%

+7.6%Past year+12.4%

0.35%Fee0.33%

3–1AVSE wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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AVSE, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: AVSE, JEPQ, JEPI