Compare · 2 funds side by side · dividends reinvested

JEPI and VGT

JEPIJ.P. Morgan×VGTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,311VGT · best of the two

02 / 04

JEPI and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Information Technology ETFSectors · Technology0.09%0.41%+23.1%+16.7%+32.4%+17.4%−15.8%25.5%$155B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.6

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: JEPI 2020 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,635

JEPI

VGT

Vanguard Information Technology ETF · $155B$22,311

$10,000 five years ago, dividends reinvested · they hold 14.3% in common

JEPIMeasureVGT

+8.8%Year to dateJan 1 → Nov 4+23.1%

+11.9%1 yearTotal return+16.7%

+12.6%3 years · per year$10,000 became $14,269 · $23,217+32.4%

+7.9%5 years · per year$10,000 became $14,635 · $22,311+17.4%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

7.83%Trailing 12-mo yield$783 · $41 a year on $10k0.41%

−6.7%Worst dropSmaller is better−15.8%

8.1%VolatilityLower is calmer25.5%

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

3–5VGT wins

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

More Ways to See the Pairs

JEPI vs VGT: Top 5 Holdings

Today

JEPI

9.5%in top 5

VGT

in top 553.2%

JEPIStockVGT

not top 5NVDA17.6%

1.9%AAPL15.9%

1.9%MSFT11.2%

not top 5MU4.5%

not top 5AVGO4.1%

2.0%MAnot top 5

1.9%Vnot top 5

1.8%NEEnot top 5

Held in common14.3%

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

JEPI vs VGT Returns, Every Period

J.P. MorganJEPI

+7.9%

5 years, per year

VGTVanguard

+17.4%

5 years, per year

JEPIVGTFaded: behind in that period

0–4VGT wins

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

Income vs Sector: JEPI vs VGT

YTD

J.P. MorganJEPI

+8.8%

VGTVanguard

+23.1%

+8.8%Year to date+23.1%

−6.7%Worst drop · 1Y−15.8%

8.1%Volatility · 1Y25.5%

7.8%Yield0.4%

$46.1BAssets$155B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

JEPI0.35%$35

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

Yields: JEPI, VGT

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

VGT0.41%$41

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

VGT$41 − $9 = $32

KeptFee

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

Overlap: JEPI, VGT

Today

14.3%most shared, JEPI and VGT

JEPIVGT

JEPI—14.3%

VGT14.3%—

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

Return vs Bumpiness: 2 ETFs

+16.7%VGT, at 25.5% volatility

JEPIWorst drop−6.7%8.1% vol

VGTWorst drop−15.8%25.5% vol

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

Paid More vs Made More

YTD

JEPIVGT

+8.8%Year to date+23.1%

7.8%Yield0.4%

+11.9%Past year+16.7%

0.35%Fee0.09%

3–1VGT wins

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026