Compare · 3 funds side by side · dividends reinvested

AVTM, JEPQ and JEPI

AVTMAvantis×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,448JEPI · best of the three

02 / 04

AVTM, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.7

Avantis Total Equity Markets ETF 1Unsorted0.23%0.55%[…][…][…][…][…][…]$743M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: AVTM 2026 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Total Equity Markets ETF 1 · $743M[…]

AVTM

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 35.6% in common

AVTMMeasureJEPQ

[…]Year to dateJan 1 → Nov 9+6.6%

[…]1 yearTotal return+9.2%

[…]3 years · per year$10,000 became […] · $16,495+18.2%

[…]5 years · per year[…]

0.23%Expense ratio$23 · $35 a year on $10k · lower is better0.35%

0.55%Trailing 12-mo yield$55 · $1,239 a year on $10k12.39%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer16.9%

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

1–1Level

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

More Ways to See the Pairs

AVTM vs JEPQ: Top 5 Holdings

Today

AVTM

29.1%in top 5

JEPQ

in top 528.6%

AVTMStockJEPQ

10.2%AVDEnot top 5

5.2%AAPL7.3%

5.1%NVDA6.7%

3.8%MSFT6.0%

4.7%AVEMnot top 5

not top 5GOOG4.4%

not top 5AMZN4.3%

Held in common35.6%

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

AVTM vs JEPQ Returns, Every Period

AvantisAVTM

[…]

past year

JEPQJ.P. Morgan

+9.2%

past year

Returns […]

AVTMJEPQFaded: behind in that period

0–0Level

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

Unsorted vs Income: AVTM vs JEPQ

YTD

AvantisAVTM

[…]

JEPQJ.P. Morgan

+6.6%

[…]Year to date+6.6%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

0.6%Yield12.4%

$743MAssets$40.7B

1–0JEPQ wins

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

Cost, Income and Risk

Fees: AVTM, JEPQ, JEPI

Today

0.23%lowest, AVTM

FundExpense ratioFee$10k

AVTM0.23%$23

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: AVTM, JEPQ, JEPI

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

AVTM0.55%$55

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

JEPI$793 − $35 = $758

AVTM$55 − $23 = $32

KeptFee

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

Overlap: AVTM, JEPQ, JEPI

Today

35.6%most shared, AVTM and JEPQ

AVTMJEPQJEPI

AVTM—35.6%29.4%

JEPQ35.6%—27.5%

JEPI29.4%27.5%—

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

Return vs Bumpiness: 3 ETFs

+10.9%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% vol

AVTMWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQJEPI

+6.6%Year to date+7.5%

12.4%Yield7.9%

+9.2%Past year+10.9%

0.35%Fee0.35%

2–1JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026