Compare · 2 funds side by side · dividends reinvested

VHT and JEPI

VHTVanguard×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,205VHT · best of the two

02 / 04

VHT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Health Care ETFSectors · Health care0.09%1.35%+19.8%+27.4%+16.4%+7.3%−10.4%16.3%$19.1B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: VHT 2004 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Health Care ETF · $19.1B$14,205

VHT

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 12.0% in common

VHTMeasureJEPI

+19.8%Year to dateJan 1 → Nov 6+5.3%

+27.4%1 yearTotal return+8.2%

+16.4%3 years · per year$10,000 became $15,781 · $13,562+10.7%

+7.3%5 years · per year$10,000 became $14,205 · $14,118+7.1%

0.09%Expense ratio$9 · $35 a year on $10k · lower is better0.35%

1.35%Trailing 12-mo yield$135 · $809 a year on $10k8.09%

−10.4%Worst dropSmaller is better−6.7%

16.3%VolatilityLower is calmer8.8%

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

5–3VHT wins

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

More Ways to See the Pairs

VHT vs JEPI: Top 5 Holdings

Today

VHT

37.8%in top 5

JEPI

in top 59.9%

VHTStockJEPI

12.9%LLYnot top 5

8.8%JNJnot top 5

6.5%ABBVnot top 5

5.0%MRKnot top 5

4.7%UNHnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common12.0%

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

VHT vs JEPI Returns, Every Period

VanguardVHT

+7.3%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

VHTJEPIFaded: behind in that period

4–0VHT wins

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

Sector vs Income: VHT vs JEPI

YTD

VanguardVHT

+19.8%

JEPIJ.P. Morgan

+5.3%

+19.8%Year to date+5.3%

−10.4%Worst drop · 1Y−6.7%

16.3%Volatility · 1Y8.8%

1.4%Yield8.1%

$19.1BAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: VHT, JEPI

Today

0.09%lowest, VHT

FundExpense ratioFee$10k

VHT0.09%$9

JEPI0.35%$35

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

Yields: VHT, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VHT1.35%$135

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VHT$135 − $9 = $126

KeptFee

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

Overlap: VHT, JEPI

Today

12.0%most shared, VHT and JEPI

VHTJEPI

VHT—12.0%

JEPI12.0%—

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

Return vs Bumpiness: 2 ETFs

+27.4%VHT, at 16.3% volatility

JEPIWorst drop−6.7%8.8% vol

VHTWorst drop−10.4%16.3% vol

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

Paid More vs Made More

YTD

JEPIVHT

+5.3%Year to date+19.8%

8.1%Yield1.4%

+8.2%Past year+27.4%

0.35%Fee0.09%

3–1VHT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$42.6BAssets$46.8B

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026