Compare · 3 funds side by side · dividends reinvested

QLTY, JEPI and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

QLTY, JEPI and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.6

GMO US Quality ETFUS Stock Styles · Factor0.50%0.65%+12.8%+17.5%[…][…]−11.7%13.1%$5.6B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−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 5, 2026 · returns include dividends · since: QLTY 2023 · JEPI 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

GMO US Quality ETF · $5.6B[…]

QLTY

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

$10,000 five years ago, dividends reinvested · they hold 28.2% in common

QLTYMeasureJEPI

+12.8%Year to dateJan 1 → Nov 5+5.2%

+17.5%1 yearTotal return+8.3%

[…]3 years · per year$10,000 became […] · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

0.65%Trailing 12-mo yield$65 · $809 a year on $10k8.09%

−11.7%Worst dropSmaller is better−6.7%

13.1%VolatilityLower is calmer8.8%

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

2–4JEPI wins

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

More Ways to See the Pairs

QLTY vs JEPI: Top 5 Holdings

Today

QLTY

24.9%in top 5

JEPI

in top 59.9%

QLTYStockJEPI

8.2%MSFT2.0%

4.4%JNJnot top 5

4.3%TMOnot top 5

4.2%GOOGLnot top 5

4.0%METAnot top 5

not top 5MA2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common28.2%

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

QLTY vs JEPI Returns, Every Period

GMOQLTY

+17.5%

past year

JEPIJ.P. Morgan

+8.3%

past year

QLTYJEPIFaded: behind in that period

2–0QLTY wins

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

Stocks vs Income: QLTY vs JEPI

YTD

GMOQLTY

+12.8%

JEPIJ.P. Morgan

+5.2%

+12.8%Year to date+5.2%

−11.7%Worst drop · 1Y−6.7%

13.1%Volatility · 1Y8.8%

0.7%Yield8.1%

$5.6BAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: QLTY, JEPI, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

JEPI0.35%$35

QLTY0.50%$50

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

Yields: QLTY, JEPI, VUG

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

QLTY0.65%$65

VUG0.43%$43

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VUG$43 − $3 = $40

QLTY$65 − $50 = $15

KeptFee

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

Overlap: QLTY, JEPI, VUG

Today

39.8%most shared, QLTY and VUG

QLTYJEPIVUG

QLTY—28.2%39.8%

JEPI28.2%—27.2%

VUG39.8%27.2%—

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

Return vs Bumpiness: 3 ETFs

+17.5%QLTY, at 13.1% volatility

JEPIWorst drop−6.7%8.8% vol

QLTYWorst drop−11.7%13.1% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

JEPIQLTY

+5.2%Year to date+12.8%

8.1%Yield0.7%

+8.3%Past year+17.5%

0.35%Fee0.50%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026