Compare · 2 funds side by side · dividends reinvested

VB and JEPI

VBVanguard×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

VB and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: VB 2004 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$14,105

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

VBMeasureJEPI

+15.8%Year to dateJan 1 → Nov 4+8.8%

+17.9%1 yearTotal return+11.9%

+20.5%3 years · per year$10,000 became $17,489 · $14,269+12.6%

+7.1%5 years · per year$10,000 became $14,105 · $14,635+7.9%

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

1.23%Trailing 12-mo yield$123 · $783 a year on $10k7.83%

−9.0%Worst dropSmaller is better−6.7%

15.7%VolatilityLower is calmer8.1%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VB vs JEPI: Top 5 Holdings

Today

2.9%in top 5

JEPI

in top 59.5%

VBStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

0.7%NTRAnot top 5

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common0.8%

End-of-day Nov 4, 2026 · share of each fund

VB vs JEPI Returns, Every Period

VanguardVB

+7.1%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

VBJEPIFaded: behind in that period

3–1VB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VB vs JEPI

YTD

VanguardVB

+15.8%

JEPIJ.P. Morgan

+8.8%

+15.8%Year to date+8.8%

−9.0%Worst drop · 1Y−6.7%

15.7%Volatility · 1Y8.1%

1.2%Yield7.8%

$76.9BAssets$46.0B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, JEPI

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VB, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

VB1.23%$123

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

VB$123 − $3 = $120

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VB, JEPI

Today

0.8%most shared, VB and JEPI

VBJEPI

VB—0.8%

JEPI0.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.9%VB, at 15.7% volatility

JEPIWorst drop−6.7%8.1% vol

VBWorst drop−9.0%15.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVB

+8.8%Year to date+15.8%

7.8%Yield1.2%

+11.9%Past year+17.9%

0.35%Fee0.03%

3–1VB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026