Compare · 2 funds side by side · dividends reinvested

MOAT and JEPI

MOATVanEck×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,068MOAT · best of the two

02 / 04

MOAT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Morningstar Wide Moat ETFUS Stock Styles · Large cap0.46%1.22%+11.0%+16.0%+18.1%+9.9%−12.4%14.7%$12.3B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.5

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: MOAT 2012 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Morningstar Wide Moat ETF · $12.3B$16,068

MOAT

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested · they hold 17.8% in common

MOATMeasureJEPI

+11.0%Year to dateJan 1 → Nov 5+5.2%

+16.0%1 yearTotal return+8.3%

+18.1%3 years · per year$10,000 became $16,483 · $13,674+11.0%

+9.9%5 years · per year$10,000 became $16,068 · $14,108+7.1%

0.46%Expense ratio$46 · $35 a year on $10k · lower is better0.35%

1.22%Trailing 12-mo yield$122 · $809 a year on $10k8.09%

−12.4%Worst dropSmaller is better−6.7%

14.7%VolatilityLower is calmer8.8%

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

4–4Level

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

More Ways to See the Pairs

MOAT vs JEPI: Top 5 Holdings

Today

MOAT

14.4%in top 5

JEPI

in top 59.9%

MOATStockJEPI

3.0%GEHCnot top 5

3.0%TYLnot top 5

2.9%MSFT2.0%

2.8%DHRnot top 5

2.8%ELnot top 5

not top 5MA2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common17.8%

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

MOAT vs JEPI Returns, Every Period

VanEckMOAT

+9.9%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

MOATJEPIFaded: behind in that period

4–0MOAT wins

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

Stocks vs Income: MOAT vs JEPI

YTD

VanEckMOAT

+11.0%

JEPIJ.P. Morgan

+5.2%

+11.0%Year to date+5.2%

−12.4%Worst drop · 1Y−6.7%

14.7%Volatility · 1Y8.8%

1.2%Yield8.1%

$12.3BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: MOAT, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

MOAT0.46%$46

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

Yields: MOAT, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

MOAT1.22%$122

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

MOAT$122 − $46 = $76

KeptFee

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

Overlap: MOAT, JEPI

Today

17.8%most shared, MOAT and JEPI

MOATJEPI

MOAT—17.8%

JEPI17.8%—

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

Return vs Bumpiness: 2 ETFs

+16.0%MOAT, at 14.7% volatility

JEPIWorst drop−6.7%8.8% vol

MOATWorst drop−12.4%14.7% vol

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

Paid More vs Made More

YTD

JEPIMOAT

+5.2%Year to date+11.0%

8.1%Yield1.2%

+8.3%Past year+16.0%

0.35%Fee0.46%

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

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