Compare · 2 funds side by side · dividends reinvested

VGIT and JEPQ

VGITVanguard×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,137VGIT · best of the two

02 / 04

VGIT 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%$42.6B1.4

Vanguard Intermediate-Term Treasury ETFBonds & Cash · Treasuries0.03%3.98%−0.3%+0.2%+4.7%+0.3%−4.6%3.5%$39.7B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: VGIT 2009 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Intermediate-Term Treasury ETF · $39.7B$10,137

VGIT

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested

VGITMeasureJEPQ

−0.3%Year to dateJan 1 → Nov 5+8.5%

+0.2%1 yearTotal return+9.3%

+4.7%3 years · per year$10,000 became $11,481 · $17,406+20.3%

+0.3%5 years · per year$10,000 became $10,137 · […][…]

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

3.98%Trailing 12-mo yield$398 · $1,217 a year on $10k12.17%

−4.6%Worst dropSmaller is better−8.8%

3.5%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

VGIT vs JEPQ: Top 5 Holdings

Today

VGIT

[…]in top 5

JEPQ

in top 528.3%

VGITStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

VGIT vs JEPQ Returns, Every Period

VanguardVGIT

+0.2%

past year

JEPQJ.P. Morgan

+9.3%

past year

VGITJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Income: VGIT vs JEPQ

YTD

VanguardVGIT

−0.3%

JEPQJ.P. Morgan

+8.5%

−0.3%Year to date+8.5%

−4.6%Worst drop · 1Y−8.8%

3.5%Volatility · 1Y15.5%

4.0%Yield12.2%

$39.7BAssets$42.6B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VGIT, JEPQ

Today

0.03%lowest, VGIT

FundExpense ratioFee$10k

VGIT0.03%$3

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VGIT, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VGIT3.98%$398

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VGIT$398 − $3 = $395

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VGIT, JEPQ

Today

[…]holdings […]

VGITJEPQ

VGIT—[…]

JEPQ[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

VGITWorst drop−4.6%3.5% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVGIT

+8.5%Year to date−0.3%

12.2%Yield4.0%

+9.3%Past year+0.2%

0.35%Fee0.03%

3–1JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026