Compare · 2 funds side by side · dividends reinvested

AVUS and JEPQ

AVUSAvantis×JEPQJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,167AVUS · best of the two

Story of the two · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the two · RiskSmallest drop

AVUS and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Equity ETFUS Stock Styles · Large cap0.15%0.94%+14.5%+17.6%+21.2%+11.4%−7.8%13.3%$14.7B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: AVUS 2019 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Avantis U.S. Equity ETF · $14.7B$17,167

AVUS

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

$10,000 five years ago, dividends reinvested · they hold 38.7% in common

AVUSMeasureJEPQ

+14.5%

More Ways to See the Pairs

AVUS vs JEPQ: Top 5 Holdings

Today

AVUS

21.5%in top 5

JEPQ

in top 528.0%

AVUSStockJEPQ

6.1%AAPL7.2%

4.6%NVDA6.2%

4.9%MSFT6.0%

3.6%AMZN4.3%

not top 5GOOG

Cost, Income and Risk

Fees: AVUS, JEPQ

Today

0.15%lowest, AVUS

FundExpense ratioFee$10k

AVUS0.15%$15

JEPQ0.35%$35

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

Yields: AVUS, JEPQ

1Y

12.45%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+6.0%

+17.6%1 yearTotal return+8.8%

+21.2%3 years · per year$10,000 became $17,824 · $16,284+17.6%

+11.4%5 years · per year$10,000 became $17,167 · […][…]

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

0.94%Trailing 12-mo yield$94 · $1,245 a year on $10k12.45%

−7.8%Worst dropSmaller is better−11.5%

13.3%VolatilityLower is calmer16.9%

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

6–1AVUS wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

2.2%METAnot top 5

Held in common38.7%

End-of-day Nov 10, 2026 · share of each fund

AVUS vs JEPQ Returns, Every Period

1Y

AvantisAVUS

+17.6%

past year

JEPQJ.P. Morgan

+8.8%

past year

AVUSJEPQFaded: behind in that period

3–0AVUS wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: AVUS vs JEPQ

YTD

AvantisAVUS

+14.5%

JEPQJ.P. Morgan

+6.0%

+14.5%Year to date+6.0%

−7.8%Worst drop · 1Y−11.5%

13.3%Volatility · 1Y16.9%

0.9%Yield12.4%

$14.7BAssets$42.0B

3–1AVUS wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPQ12.45%$1,245

AVUS0.94%$94

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

AVUS$94 − $15 = $79

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: AVUS, JEPQ

Today

38.7%most shared, AVUS and JEPQ

AVUSJEPQ

AVUS—38.7%

JEPQ38.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.6%AVUS, at 13.3% volatility

AVUSWorst drop−7.8%13.3% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQAVUS

+6.0%Year to date+14.5%

12.4%Yield0.9%

+8.8%Past year+17.6%

0.35%Fee0.15%

3–1AVUS wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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AVUS and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two