Compare · 3 funds side by side · dividends reinvested

JEPQ, VUG and VO

JEPQJ.P. Morgan×VUGVanguard×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

JEPQ, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: JEPQ 2022 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 51.9% in common

JEPQMeasureVUG

+3.2%Year to dateJan 1 → Nov 6+1.4%

+4.5%1 yearTotal return+0.2%

+17.4%3 years · per year$10,000 became $16,202 · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

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

12.79%Trailing 12-mo yield$1,279 · $42 a year on $10k0.42%

−11.5%Worst dropSmaller is better−15.1%

16.7%VolatilityLower is calmer19.0%

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

5–2JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs VUG: Top 5 Holdings

Today

JEPQ

28.9%in top 5

VUG

in top 545.2%

JEPQStockVUG

6.6%NVDA13.5%

7.4%AAPL12.5%

6.1%MSFT9.7%

not top 5GOOGL5.2%

4.4%GOOGnot top 5

4.4%AMZNnot top 5

not top 5AVGO4.3%

Held in common51.9%

End-of-day Nov 6, 2026 · share of each fund

JEPQ vs VUG Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

VUGVanguard

+0.2%

past year

JEPQVUGFaded: behind in that period

2–1JEPQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs VO

YTD

J.P. MorganJEPQ

+3.2%

VOVanguard

+10.6%

+3.2%Year to date+10.6%

−11.5%Worst drop · 1Y−8.2%

16.7%Volatility · 1Y12.9%

12.8%Yield1.4%

$42.6BAssets$103B

3–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPQ, VUG, VO

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

VO1.39%$139

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

VO$139 − $3 = $136

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPQ, VUG, VO

Today

51.9%most shared, JEPQ and VUG

JEPQVUGVO

JEPQ—51.9%4.4%

VUG51.9%—10.2%

VO4.4%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.6%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

JEPQWorst drop−11.5%16.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVO

+3.2%Year to date+10.6%

12.8%Yield1.4%

+4.5%Past year+11.6%

0.35%Fee0.03%

3–1VO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026