Compare · 3 funds side by side · dividends reinvested

QLTY, JEPI and VUG

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,326VUG · best of the three

Story of the three · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the three · RiskSmallest drop

QLTY, JEPI and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B1.6

GMO US Quality ETFUS Stock Styles · Factor0.50%0.64%+15.8%+18.8%[…][…]−11.7%13.2%$7.4B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−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 12, 2026 · returns include dividends · since: QLTY 2023 · JEPI 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,326

VUG

QLTY

GMO US Quality ETF · $7.4B[…]

$10,000 five years ago, dividends reinvested · they hold 39.7% in common

VUGMeasure

More Ways to See the Pairs

VUG vs QLTY: Top 5 Holdings

Today

VUG

45.2%in top 5

QLTY

in top 524.9%

VUGStockQLTY

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFT7.7%

5.2%GOOGL4.3%

not top 5JNJ

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 12, 2026 · fee on $10,000 a year

Yields: QLTY, JEPI, VUG

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

QLTY

+4.9%Year to dateJan 1 → Nov 12+15.8%

+3.5%1 yearTotal return+18.8%

+22.1%3 years · per year$10,000 became $18,215 · […][…]

+10.3%5 years · per year$10,000 became $16,326 · […][…]

0.03%Expense ratio$3 · $50 a year on $10k · lower is better0.50%

0.41%Trailing 12-mo yield$41 · $64 a year on $10k0.64%

−15.1%Worst dropSmaller is better−11.7%

19.1%VolatilityLower is calmer13.2%

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

1–5QLTY wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.5%

not top 5TMO4.4%

4.3%AVGOnot top 5

not top 5META4.0%

Held in common39.7%

End-of-day Nov 12, 2026 · share of each fund

VUG vs QLTY Returns, Every Period

1Y

VanguardVUG

+3.5%

past year

QLTYGMO

+18.8%

past year

VUGQLTYFaded: behind in that period

0–2QLTY wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VUG vs JEPI

YTD

VanguardVUG

+4.9%

JEPIJ.P. Morgan

+8.3%

+4.9%Year to date+8.3%

−15.1%Worst drop · 1Y−6.7%

19.1%Volatility · 1Y9.0%

0.4%Yield7.9%

$233BAssets$47.3B

4–0JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

QLTY0.64%$64

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

VUG$41 − $3 = $38

QLTY$64 − $50 = $14

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: QLTY, JEPI, VUG

Today

39.7%most shared, QLTY and VUG

QLTYJEPIVUG

QLTY—28.6%39.7%

JEPI28.6%—27.7%

VUG39.7%27.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.8%QLTY, at 13.2% volatility

JEPIWorst drop−6.7%9.0% vol

QLTYWorst drop−11.7%13.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIQLTY

+8.3%Year to date+15.8%

7.9%Yield0.6%

+10.1%Past year+18.8%

0.35%Fee0.50%

2–2level

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

Loading…

QLTY, JEPI and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three