Compare · 2 funds side by side · dividends reinvested

VCLN and JEPQ

VCLNVirtus×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,197VCLN · best of the two

02 / 04

VCLN and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.1

Virtus Duff & Phelps Clean Energy ETFThematic · Clean energy & EV0.59%2.01%+3.8%+5.8%+21.2%+0.4%−30.8%30.6%$5M1.8

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: VCLN 2021 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Duff & Phelps Clean Energy ETF · $5M$10,197

VCLN

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

VCLNMeasureJEPQ

+3.8%Year to dateJan 1 → Nov 4+8.5%

+5.8%1 yearTotal return+9.3%

+21.2%3 years · per year$10,000 became $17,819 · $17,406+20.3%

+0.4%5 years · per year$10,000 became $10,197 · […][…]

0.59%Expense ratio$59 · $35 a year on $10k · lower is better0.35%

2.01%Trailing 12-mo yield$201 · $1,217 a year on $10k12.17%

−30.8%Worst dropSmaller is better−8.8%

30.6%VolatilityLower is calmer15.5%

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

1–6JEPQ wins

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

More Ways to See the Pairs

VCLN vs JEPQ: Top 5 Holdings

Today

VCLN

33.5%in top 5

JEPQ

in top 527.9%

VCLNStockJEPQ

8.7%NXTnot top 5

7.5%FSLRnot top 5

not top 5NVDA7.1%

not top 5AAPL6.8%

6.8%IBE.MCnot top 5

6.2%BEnot top 5

not top 5MSFT5.6%

4.4%EDP.LSnot top 5

not top 5MU4.2%

not top 5GOOG4.1%

Held in common0.6%

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

VCLN vs JEPQ Returns, Every Period

VirtusVCLN

+5.8%

past year

JEPQJ.P. Morgan

+9.3%

past year

VCLNJEPQFaded: behind in that period

1–2JEPQ wins

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

Thematic vs Income: VCLN vs JEPQ

YTD

VirtusVCLN

+3.8%

JEPQJ.P. Morgan

+8.5%

+3.8%Year to date+8.5%

−30.8%Worst drop · 1Y−8.8%

30.6%Volatility · 1Y15.5%

2.0%Yield12.2%

$5.2MAssets$42.1B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: VCLN, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

VCLN0.59%$59

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

Yields: VCLN, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VCLN2.01%$201

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

VCLN$201 − $59 = $142

KeptFee

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

Overlap: VCLN, JEPQ

Today

0.6%most shared, VCLN and JEPQ

VCLNJEPQ

VCLN—0.6%

JEPQ0.6%—

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

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% vol

VCLNWorst drop−30.8%30.6% vol

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

Paid More vs Made More

YTD

JEPQVCLN

+8.5%Year to date+3.8%

12.2%Yield2.0%

+9.3%Past year+5.8%

0.35%Fee0.59%

4–0JEPQ 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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026