Compare · 3 funds side by side · dividends reinvested

AVUQ, JEPQ and JEPI

AVUQAvantis×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

AVUQ, 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%$46.0B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.7

Avantis U.S. Quality ETFUS Stock Styles · Factor0.15%0.32%+8.0%+6.3%[…][…]−11.2%16.6%$406M2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: AVUQ 2025 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Quality ETF · $406M[…]

AVUQ

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 47.1% in common

AVUQMeasureJEPQ

+8.0%Year to dateJan 1 → Nov 3+7.5%

+6.3%1 yearTotal return+8.6%

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

[…]5 years · per year[…]

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

0.32%Trailing 12-mo yield$32 · $1,228 a year on $10k12.28%

−11.2%Worst dropSmaller is better−8.8%

16.6%VolatilityLower is calmer15.5%

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

2–4JEPQ wins

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

More Ways to See the Pairs

AVUQ vs JEPQ: Top 5 Holdings

Today

AVUQ

37.4%in top 5

JEPQ

in top 527.5%

AVUQStockJEPQ

12.4%AAPL6.9%

10.3%NVDA6.9%

5.7%AMZNnot top 5

4.9%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

4.1%METAnot top 5

Held in common47.1%

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

AVUQ vs JEPQ Returns, Every Period

AvantisAVUQ

+6.3%

past year

JEPQJ.P. Morgan

+8.6%

past year

AVUQJEPQFaded: behind in that period

1–1Level

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

Stocks vs Income: AVUQ vs JEPQ

YTD

AvantisAVUQ

+8.0%

JEPQJ.P. Morgan

+7.5%

+8.0%Year to date+7.5%

−11.2%Worst drop · 1Y−8.8%

16.6%Volatility · 1Y15.5%

0.3%Yield12.3%

$406MAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: AVUQ, JEPQ, JEPI

Today

0.15%lowest, AVUQ

FundExpense ratioFee$10k

AVUQ0.15%$15

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: AVUQ, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

AVUQ0.32%$32

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

AVUQ$32 − $15 = $17

KeptFee

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

Overlap: AVUQ, JEPQ, JEPI

Today

47.1%most shared, AVUQ and JEPQ

AVUQJEPQJEPI

AVUQ—47.1%27.5%

JEPQ47.1%—26.6%

JEPI27.5%26.6%—

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

Return vs Bumpiness: 3 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

AVUQWorst drop−11.2%16.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQAVUQ

+7.5%Year to date+8.0%

12.3%Yield0.3%

+8.6%Past year+6.3%

0.35%Fee0.15%

2–2level

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