Compare · 3 funds side by side · dividends reinvested

STAX, JEPI and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

STAX, JEPI and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.1%[…][…]−2.7%1.8%$11M1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−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 6, 2026 · returns include dividends · since: STAX 2023 · JEPI 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Tax-Free USA Short Term ETF · $11M[…]

STAX

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested

STAXMeasureJEPI

+1.5%Year to dateJan 1 → Nov 6+5.3%

+2.1%1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

3.20%Trailing 12-mo yield$320 · $809 a year on $10k8.09%

−2.7%Worst dropSmaller is better−6.7%

1.8%VolatilityLower is calmer8.8%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

STAX vs JEPI: Top 5 Holdings

Today

STAX

[…]in top 5

JEPI

in top 59.9%

STAXStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

STAX vs JEPI Returns, Every Period

NomuraSTAX

+2.1%

past year

JEPIJ.P. Morgan

+8.2%

past year

STAXJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: STAX vs JEPI

YTD

NomuraSTAX

+1.5%

JEPIJ.P. Morgan

+5.3%

+1.5%Year to date+5.3%

−2.7%Worst drop · 1Y−6.7%

1.8%Volatility · 1Y8.8%

3.2%Yield8.1%

$11.3MAssets$45.2B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STAX, JEPI, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

STAX0.29%$29

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: STAX, JEPI, VUG

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

STAX3.20%$320

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

STAX$320 − $29 = $291

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: STAX, JEPI, VUG

Today

26.6%most shared, JEPI and VUG

STAXJEPIVUG

STAX—[…][…]

JEPI[…]—26.6%

VUG[…]26.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

STAXWorst drop−2.7%1.8% vol

JEPIWorst drop−6.7%8.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISTAX

+5.3%Year to date+1.5%

8.1%Yield3.2%

+8.2%Past year+2.1%

0.35%Fee0.29%

3–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026