Compare · 2 funds side by side · dividends reinvested

JEPI and VTI

JEPIJ.P. Morgan×VTIVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,332VTI · best of the two

02 / 04

JEPI and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: JEPI 2020 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,108

JEPI

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

$10,000 five years ago, dividends reinvested · they hold 36.1% in common

JEPIMeasureVTI

+5.2%Year to dateJan 1 → Nov 5+8.4%

+8.3%1 yearTotal return+9.9%

+11.0%3 years · per year$10,000 became $13,674 · $18,113+21.9%

+7.1%5 years · per year$10,000 became $14,108 · $16,332+10.3%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

8.09%Trailing 12-mo yield$809 · $110 a year on $10k1.10%

−6.7%Worst dropSmaller is better−8.9%

8.8%VolatilityLower is calmer13.7%

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

3–5VTI wins

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

More Ways to See the Pairs

JEPI vs VTI: Top 5 Holdings

Today

JEPI

9.9%in top 5

VTI

in top 525.0%

JEPIStockVTI

not top 5NVDA7.1%

1.9%AAPL6.6%

2.0%MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

2.0%MAnot top 5

1.9%MMMnot top 5

1.9%Vnot top 5

Held in common36.1%

End-of-day Nov 5, 2026 · share of each fund

JEPI vs VTI Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

VTIVanguard

+10.3%

5 years, per year

JEPIVTIFaded: behind in that period

0–4VTI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: JEPI vs VTI

YTD

J.P. MorganJEPI

+5.2%

VTIVanguard

+8.4%

+5.2%Year to date+8.4%

−6.7%Worst drop · 1Y−8.9%

8.8%Volatility · 1Y13.7%

8.1%Yield1.1%

$46.8BAssets$689B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPI, VTI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VTI1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VTI$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPI, VTI

Today

36.1%most shared, JEPI and VTI

JEPIVTI

JEPI—36.1%

VTI36.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.9%VTI, at 13.7% volatility

JEPIWorst drop−6.7%8.8% vol

VTIWorst drop−8.9%13.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVTI

+5.2%Year to date+8.4%

8.1%Yield1.1%

+8.3%Past year+9.9%

0.35%Fee0.03%

3–1VTI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026