Compare · 2 funds side by side · dividends reinvested

JEPQ and VTI

JEPQJ.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

JEPQ 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 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 5, 2026 · returns include dividends · since: JEPQ 2022 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

VTI

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

$10,000 five years ago, dividends reinvested · they hold 47.5% in common

JEPQMeasureVTI

+8.5%Year to dateJan 1 → Nov 5+8.4%

+9.3%1 yearTotal return+9.9%

+20.3%3 years · per year$10,000 became $17,406 · $18,113+21.9%

[…]5 years · per year$10,000 became […] · $16,332+10.3%

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

12.17%Trailing 12-mo yield$1,217 · $110 a year on $10k1.10%

−8.8%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer13.7%

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

3–4VTI 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 VTI: Top 5 Holdings

Today

JEPQ

28.3%in top 5

VTI

in top 525.0%

JEPQStockVTI

6.8%NVDA7.1%

7.1%AAPL6.6%

6.0%MSFT5.2%

4.2%GOOGnot top 5

4.2%AMZN3.3%

not top 5GOOGL2.8%

Held in common47.5%

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

JEPQ vs VTI Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

VTIVanguard

+9.9%

past year

JEPQVTIFaded: behind in that period

1–2VTI wins

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

Income vs Core: JEPQ vs VTI

YTD

J.P. MorganJEPQ

+8.5%

VTIVanguard

+8.4%

+8.5%Year to date+8.4%

−8.8%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y13.7%

12.2%Yield1.1%

$42.1BAssets$689B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: JEPQ, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

JEPQ0.35%$35

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

Yields: JEPQ, VTI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VTI1.10%$110

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

VTI$110 − $3 = $107

KeptFee

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

Overlap: JEPQ, VTI

Today

47.5%most shared, JEPQ and VTI

JEPQVTI

JEPQ—47.5%

VTI47.5%—

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

VTIWorst drop−8.9%13.7% 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

JEPQVTI

+8.5%Year to date+8.4%

12.2%Yield1.1%

+9.3%Past year+9.9%

0.35%Fee0.03%

2–2level

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026