Compare · 3 funds side by side · dividends reinvested

VHT, JEPQ and JEPI

VHTVanguard×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

VHT, JEPQ 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%$19.1B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.3

Rank among the three1st → 3rdFee, 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 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

VHT

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

VHTMeasureJEPQ

+19.8%Year to dateJan 1 → Nov 6+3.2%

+27.4%1 yearTotal return+4.5%

+16.4%3 years · per year$10,000 became $15,781 · $16,202+17.4%

+7.3%5 years · per year$10,000 became $14,205 · […][…]

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

1.35%Trailing 12-mo yield$135 · $1,279 a year on $10k12.79%

−10.4%Worst dropSmaller is better−11.5%

16.3%VolatilityLower is calmer16.7%

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

5–2VHT 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 JEPQ: Top 5 Holdings

Today

VHT

37.8%in top 5

JEPQ

in top 528.9%

VHTStockJEPQ

12.9%LLYnot top 5

8.8%JNJnot top 5

not top 5AAPL7.4%

not top 5NVDA6.6%

6.5%ABBVnot top 5

not top 5MSFT6.1%

5.0%MRKnot top 5

4.7%UNHnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common4.4%

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

VHT vs JEPQ Returns, Every Period

VanguardVHT

+27.4%

past year

JEPQJ.P. Morgan

+4.5%

past year

VHTJEPQFaded: behind in that period

2–1VHT wins

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

Sector vs Income: VHT vs JEPQ

YTD

VanguardVHT

+19.8%

JEPQJ.P. Morgan

+3.2%

+19.8%Year to date+3.2%

−10.4%Worst drop · 1Y−11.5%

16.3%Volatility · 1Y16.7%

1.4%Yield12.8%

$19.1BAssets$42.6B

3–1VHT wins

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

Cost, Income and Risk

Fees: VHT, JEPQ, JEPI

Today

0.09%lowest, VHT

FundExpense ratioFee$10k

VHT0.09%$9

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: VHT, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

VHT1.35%$135

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

VHT$135 − $9 = $126

KeptFee

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

Overlap: VHT, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

VHTJEPQJEPI

VHT—4.4%12.0%

JEPQ4.4%—26.8%

JEPI12.0%26.8%—

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

Return vs Bumpiness: 3 ETFs

+27.4%VHT, at 16.3% volatility

JEPIWorst drop−6.7%8.8% vol

VHTWorst drop−10.4%16.3% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQVHT

+3.2%Year to date+19.8%

12.8%Yield1.4%

+4.5%Past year+27.4%

0.35%Fee0.09%

3–1VHT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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