Compare · 2 funds side by side · dividends reinvested

AVUQ and JEPI

AVUQAvantis×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

AVUQ 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%$46.0B1.3

Avantis U.S. Quality ETFUS Stock Styles · Factor0.15%0.31%+9.3%+7.2%[…][…]−11.2%16.7%$406M1.7

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: AVUQ 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Quality ETF · $406M[…]

AVUQ

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 28.1% in common

AVUQMeasureJEPI

+9.3%Year to dateJan 1 → Nov 4+8.8%

+7.2%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%

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

0.31%Trailing 12-mo yield$31 · $783 a year on $10k7.83%

−11.2%Worst dropSmaller is better−6.7%

16.7%VolatilityLower is calmer8.1%

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

2–4JEPI wins

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

More Ways to See the Pairs

AVUQ vs JEPI: Top 5 Holdings

Today

AVUQ

37.4%in top 5

JEPI

in top 59.5%

AVUQStockJEPI

12.1%AAPL1.9%

10.5%NVDAnot top 5

5.7%AMZNnot top 5

5.0%MSFT1.9%

4.1%METAnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common28.1%

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

AVUQ vs JEPI Returns, Every Period

AvantisAVUQ

+7.2%

past year

JEPIJ.P. Morgan

+11.9%

past year

AVUQJEPIFaded: behind in that period

1–1Level

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

Stocks vs Income: AVUQ vs JEPI

YTD

AvantisAVUQ

+9.3%

JEPIJ.P. Morgan

+8.8%

+9.3%Year to date+8.8%

−11.2%Worst drop · 1Y−6.7%

16.7%Volatility · 1Y8.1%

0.3%Yield7.8%

$406MAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: AVUQ, JEPI

Today

0.15%lowest, AVUQ

FundExpense ratioFee$10k

AVUQ0.15%$15

JEPI0.35%$35

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

Yields: AVUQ, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

AVUQ0.31%$31

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

AVUQ$31 − $15 = $16

KeptFee

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

Overlap: AVUQ, JEPI

Today

28.1%most shared, AVUQ and JEPI

AVUQJEPI

AVUQ—28.1%

JEPI28.1%—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

AVUQWorst drop−11.2%16.7% vol

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

Paid More vs Made More

YTD

JEPIAVUQ

+8.8%Year to date+9.3%

7.8%Yield0.3%

+11.9%Past year+7.2%

0.35%Fee0.15%

2–2level

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