Compare · 2 funds side by side · dividends reinvested

JEPQ and VGT

JEPQJ.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

JEPQ 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 Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.6

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: JEPQ 2022 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

VGT

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

$10,000 five years ago, dividends reinvested · they hold 43.4% in common

JEPQMeasureVGT

+8.5%Year to dateJan 1 → Nov 4+23.1%

+9.3%1 yearTotal return+16.7%

+20.3%3 years · per year$10,000 became $17,406 · $23,217+32.4%

[…]5 years · per year$10,000 became […] · $22,311+17.4%

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

12.17%Trailing 12-mo yield$1,217 · $41 a year on $10k0.41%

−8.8%Worst dropSmaller is better−15.8%

15.5%VolatilityLower is calmer25.5%

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

3–4VGT wins

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

More Ways to See the Pairs

JEPQ vs VGT: Top 5 Holdings

Today

JEPQ

27.9%in top 5

VGT

in top 553.2%

JEPQStockVGT

7.1%NVDA17.6%

6.8%AAPL15.9%

5.6%MSFT11.2%

4.2%MU4.5%

4.1%GOOGnot top 5

not top 5AVGO4.1%

Held in common43.4%

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

JEPQ vs VGT Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

VGTVanguard

+16.7%

past year

JEPQVGTFaded: behind in that period

0–3VGT wins

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

Income vs Sector: JEPQ vs VGT

YTD

J.P. MorganJEPQ

+8.5%

VGTVanguard

+23.1%

+8.5%Year to date+23.1%

−8.8%Worst drop · 1Y−15.8%

15.5%Volatility · 1Y25.5%

12.2%Yield0.4%

$42.1BAssets$155B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: JEPQ, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

JEPQ0.35%$35

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

Yields: JEPQ, VGT

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VGT0.41%$41

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VGT$41 − $9 = $32

KeptFee

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

Overlap: JEPQ, VGT

Today

43.4%most shared, JEPQ and VGT

JEPQVGT

JEPQ—43.4%

VGT43.4%—

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

JEPQWorst drop−8.8%15.5% 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

JEPQVGT

+8.5%Year to date+23.1%

12.2%Yield0.4%

+9.3%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