Compare · 3 funds side by side · dividends reinvested

PIO, JEPI and VXUS

PIOInvesco×JEPIJ.P. Morgan×VXUSVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,758VXUS · best of the three

02 / 04

PIO, JEPI and VXUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total International Stock ETFInternational · Ex-US broad0.05%2.39%+11.1%+15.3%+19.5%+8.1%−11.3%17.9%$163B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.8

Invesco Global Water ETFInternational · Global0.75%0.85%+4.3%+2.3%+12.5%+2.7%−13.1%17.0%$268M2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: PIO 2007 · JEPI 2020 · VXUS 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Global Water ETF · $268M$11,451

PIO

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

PIOMeasureJEPI

+4.3%Year to dateJan 1 → Nov 9+7.5%

+2.3%1 yearTotal return+10.9%

+12.5%3 years · per year$10,000 became $14,231 · $13,679+11.0%

+2.7%5 years · per year$10,000 became $11,452 · $14,448+7.6%

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

0.85%Trailing 12-mo yield$85 · $793 a year on $10k7.93%

−13.1%Worst dropSmaller is better−6.7%

17.0%VolatilityLower is calmer9.0%

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

1–7JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PIO vs JEPI: Top 5 Holdings

Today

PIO

38.0%in top 5

JEPI

in top 59.9%

PIOStockJEPI

9.1%PNRnot top 5

8.5%ECLnot top 5

8.4%FERGnot top 5

6.4%SBSP3.SAnot top 5

5.7%6361.Tnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common1.4%

End-of-day Nov 9, 2026 · share of each fund

PIO vs JEPI Returns, Every Period

InvescoPIO

+2.7%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

PIOJEPIFaded: behind in that period

1–3JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

International vs Income: PIO vs JEPI

YTD

InvescoPIO

+4.3%

JEPIJ.P. Morgan

+7.5%

+4.3%Year to date+7.5%

−13.1%Worst drop · 1Y−6.7%

17.0%Volatility · 1Y9.0%

0.9%Yield7.9%

$268MAssets$45.2B

4–0JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PIO, JEPI, VXUS

Today

0.05%lowest, VXUS

FundExpense ratioFee$10k

VXUS0.05%$5

JEPI0.35%$35

PIO0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PIO, JEPI, VXUS

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

VXUS2.39%$239

PIO0.85%$85

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VXUS$239 − $5 = $234

PIO$85 − $75 = $10

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PIO, JEPI, VXUS

Today

1.4%most shared, PIO and JEPI

PIOJEPIVXUS

PIO—1.4%0.3%

JEPI1.4%—0.0%

VXUS0.3%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.3%VXUS, at 17.9% volatility

JEPIWorst drop−6.7%9.0% vol

PIOWorst drop−13.1%17.0% vol

VXUSWorst drop−11.3%17.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVXUS

+7.5%Year to date+11.1%

7.9%Yield2.4%

+10.9%Past year+15.3%

0.35%Fee0.05%

3–1VXUS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$58.0B

2–0IXUS wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026