Compare · 2 funds side by side · dividends reinvested

JEPQ and VO

JEPQJ.P. Morgan×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,616VO · best of the two

02 / 04

JEPQ and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.7

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: JEPQ 2022 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

JEPQMeasureVO

+8.5%Year to dateJan 1 → Nov 5+10.7%

+9.3%1 yearTotal return+12.4%

+20.3%3 years · per year$10,000 became $17,406 · $16,795+18.9%

[…]5 years · per year$10,000 became […] · $13,616+6.4%

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

12.17%Trailing 12-mo yield$1,217 · $139 a year on $10k1.39%

−8.8%Worst dropSmaller is better−8.2%

15.5%VolatilityLower is calmer12.9%

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

2–5VO wins

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

More Ways to See the Pairs

JEPQ vs VO: Top 5 Holdings

Today

JEPQ

28.3%in top 5

in top 55.3%

JEPQStockVO

7.1%AAPLnot top 5

6.8%NVDAnot top 5

6.0%MSFTnot top 5

4.2%GOOGnot top 5

4.2%AMZNnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common4.4%

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

JEPQ vs VO Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

VOVanguard

+12.4%

past year

JEPQVOFaded: behind in that period

1–2VO wins

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

Income vs Stocks: JEPQ vs VO

YTD

J.P. MorganJEPQ

+8.5%

VOVanguard

+10.7%

+8.5%Year to date+10.7%

−8.8%Worst drop · 1Y−8.2%

15.5%Volatility · 1Y12.9%

12.2%Yield1.4%

$42.1BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: JEPQ, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

JEPQ0.35%$35

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

Yields: JEPQ, VO

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VO1.39%$139

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VO$139 − $3 = $136

KeptFee

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

Overlap: JEPQ, VO

Today

4.4%most shared, JEPQ and VO

JEPQVO

JEPQ—4.4%

VO4.4%—

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

Return vs Bumpiness: 2 ETFs

+12.4%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQVO

+8.5%Year to date+10.7%

12.2%Yield1.4%

+9.3%Past year+12.4%

0.35%Fee0.03%

3–1VO 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%

$42.1BAssets$46.1B

2–0JEPQ wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026