Compare · 3 funds side by side · dividends reinvested

OSCV, JEPI and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

OSCV, JEPI and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B1.8

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+13.1%+14.1%+11.8%+4.9%−9.1%12.4%$622M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$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 10, 2026 · returns include dividends · since: OSCV 2018 · JEPI 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $622M$12,678

OSCV

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,429

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

OSCV

More Ways to See the Pairs

OSCV vs JEPI: Top 5 Holdings

Today

OSCV

14.7%in top 5

JEPI

in top 59.8%

OSCVStockJEPI

3.5%CASH&OTHnot top 5

2.9%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.6%ENSGnot top 5

Cost, Income and Risk

Fees: OSCV, JEPI, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

JEPI0.35%$35

OSCV0.79%$79

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

Yields: OSCV, JEPI, VUG

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

JEPI

+13.1%Year to dateJan 1 → Nov 10+7.6%

+14.1%1 yearTotal return+10.6%

+11.8%3 years · per year$10,000 became $13,965 · $13,634+10.9%

+4.9%5 years · per year$10,000 became $12,678 · $14,429+7.6%

0.79%Expense ratio$79 · $35 a year on $10k · lower is better0.35%

1.11%Trailing 12-mo yield$111 · $792 a year on $10k7.92%

−9.1%Worst dropSmaller is better−6.7%

12.4%VolatilityLower is calmer9.0%

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

3–5JEPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

OSCV vs JEPI Returns, Every Period

5Y

AptusOSCV

+4.9%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

OSCVJEPIFaded: behind in that period

3–1OSCV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: OSCV vs JEPI

YTD

AptusOSCV

+13.1%

JEPIJ.P. Morgan

+7.6%

+13.1%Year to date+7.6%

−9.1%Worst drop · 1Y−6.7%

12.4%Volatility · 1Y9.0%

1.1%Yield7.9%

$622MAssets$45.2B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

OSCV1.11%$111

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

VUG$41 − $3 = $38

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: OSCV, JEPI, VUG

Today

27.7%most shared, JEPI and VUG

OSCVJEPIVUG

OSCV—0.0%0.0%

JEPI0.0%—27.7%

VUG0.0%27.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.1%OSCV, at 12.4% volatility

JEPIWorst drop−6.7%9.0% vol

OSCVWorst drop−9.1%12.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIOSCV

+7.6%Year to date+13.1%

7.9%Yield1.1%

+10.6%Past year+14.1%

0.35%Fee0.79%

2–2level

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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OSCV, JEPI and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three