Compare · 2 funds side by side · dividends reinvested

VB and JEPQ

VBVanguard×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,105VB · best of the two

02 / 04

VB and JEPQ, 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%$76.9B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.6

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

VBMeasureJEPQ

+15.8%Year to dateJan 1 → Nov 4+8.5%

+17.9%1 yearTotal return+9.3%

+20.5%3 years · per year$10,000 became $17,489 · $17,406+20.3%

+7.1%5 years · per year$10,000 became $14,105 · […][…]

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

1.23%Trailing 12-mo yield$123 · $1,217 a year on $10k12.17%

−9.0%Worst dropSmaller is better−8.8%

15.7%VolatilityLower is calmer15.5%

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

4–3VB wins

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 JEPQ: Top 5 Holdings

Today

2.9%in top 5

JEPQ

in top 527.9%

VBStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

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 common0.2%

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

VB vs JEPQ Returns, Every Period

VanguardVB

+17.9%

past year

JEPQJ.P. Morgan

+9.3%

past year

VBJEPQFaded: behind in that period

3–0VB wins

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

Stocks vs Income: VB vs JEPQ

YTD

VanguardVB

+15.8%

JEPQJ.P. Morgan

+8.5%

+15.8%Year to date+8.5%

−9.0%Worst drop · 1Y−8.8%

15.7%Volatility · 1Y15.5%

1.2%Yield12.2%

$76.9BAssets$42.1B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: VB, JEPQ

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

JEPQ0.35%$35

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

Yields: VB, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VB1.23%$123

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VB$123 − $3 = $120

KeptFee

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

Overlap: VB, JEPQ

Today

0.2%most shared, VB and JEPQ

VBJEPQ

VB—0.2%

JEPQ0.2%—

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

JEPQWorst drop−8.8%15.5% 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

JEPQVB

+8.5%Year to date+15.8%

12.2%Yield1.2%

+9.3%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%

$42.1BAssets$46.1B

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%

$77.4BAssets$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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026