Compare · 3 funds side by side · dividends reinvested

JEPQ, VTV and VO

JEPQJ.P. Morgan×VTVVanguard×VOVanguard×

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,885VTV · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, VTV and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: JEPQ 2022 · VTV 2004 · VO 2004

Head to Head

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Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

VTV

Vanguard Morningstar Value ETF · $184B$17,885

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

JEPQMeasure

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JEPQ vs VTV: Top 5 Holdings

Today

JEPQ

27.3%in top 5

VTV

in top 515.8%

JEPQStockVTV

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.6%MSFTnot top 5

not top 5MU4.6%

4.3%GOOGnot top 5

Cost, Income and Risk

Fees: JEPQ, VTV, VO

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VO0.03%$3

JEPQ0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: JEPQ, VTV, VO

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

VTV

+7.8%Year to dateJan 1 → Nov 12+21.7%

+8.8%1 yearTotal return+24.0%

+17.9%3 years · per year$10,000 became $16,406 · $17,795+21.2%

[…]5 years · per year$10,000 became […] · $17,885+12.3%

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

12.24%Trailing 12-mo yield$1,224 · $182 a year on $10k1.82%

−11.5%Worst dropSmaller is better−6.4%

16.9%VolatilityLower is calmer10.8%

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

1–6VTV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.2%AMZNnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common17.3%

End-of-day Nov 12, 2026 · share of each fund

JEPQ vs VTV Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

VTVVanguard

+24.0%

past year

JEPQVTVFaded: behind in that period

0–3VTV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs VTV

YTD

J.P. MorganJEPQ

+7.8%

VTVVanguard

+21.7%

+7.8%Year to date+21.7%

−11.5%Worst drop · 1Y−6.4%

16.9%Volatility · 1Y10.8%

12.2%Yield1.8%

$42.6BAssets$184B

3–1VTV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

VTV1.82%$182

VO1.35%$135

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

VTV$182 − $3 = $179

VO$135 − $3 = $132

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPQ, VTV, VO

Today

28.5%most shared, VTV and VO

JEPQVTVVO

JEPQ—17.3%4.4%

VTV17.3%—28.5%

VO4.4%28.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.0%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

VOWorst drop−8.2%13.2% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVTV

+7.8%Year to date+21.7%

12.2%Yield1.8%

+8.8%Past year+24.0%

0.35%Fee0.03%

3–1VTV wins

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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JEPQ, VTV and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three