Compare · 2 funds side by side · dividends reinvested

VIS and JEPQ

VISVanguard×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,150VIS · best of the two

02 / 04

VIS and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Industrials ETFSectors · Industrials0.09%0.94%+9.7%+11.5%+20.5%+11.4%−13.5%19.2%$8.0B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIS 2004 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Industrials ETF · $8.0B$17,150

VIS

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

VISMeasureJEPQ

+9.7%Year to dateJan 1 → Nov 9+6.6%

+11.5%1 yearTotal return+9.2%

+20.5%3 years · per year$10,000 became $17,512 · $16,495+18.2%

+11.4%5 years · per year$10,000 became $17,150 · […][…]

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

0.94%Trailing 12-mo yield$94 · $1,239 a year on $10k12.39%

−13.5%Worst dropSmaller is better−11.5%

19.2%VolatilityLower is calmer16.9%

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

4–3VIS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIS vs JEPQ: Top 5 Holdings

Today

VIS

20.5%in top 5

JEPQ

in top 528.6%

VISStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

5.6%CATnot top 5

4.9%GEnot top 5

not top 5GOOG4.4%

not top 5AMZN4.3%

3.8%GEVnot top 5

3.7%RTXnot top 5

2.5%ETNnot top 5

Held in common2.2%

End-of-day Nov 9, 2026 · share of each fund

VIS vs JEPQ Returns, Every Period

VanguardVIS

+11.5%

past year

JEPQJ.P. Morgan

+9.2%

past year

VISJEPQFaded: behind in that period

3–0VIS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Income: VIS vs JEPQ

YTD

VanguardVIS

+9.7%

JEPQJ.P. Morgan

+6.6%

+9.7%Year to date+6.6%

−13.5%Worst drop · 1Y−11.5%

19.2%Volatility · 1Y16.9%

0.9%Yield12.4%

$8.0BAssets$40.7B

3–1JEPQ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIS, JEPQ

Today

0.09%lowest, VIS

FundExpense ratioFee$10k

VIS0.09%$9

JEPQ0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VIS, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

VIS0.94%$94

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VIS$94 − $9 = $85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VIS, JEPQ

Today

2.2%most shared, VIS and JEPQ

VISJEPQ

VIS—2.2%

JEPQ2.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.5%VIS, at 19.2% volatility

JEPQWorst drop−11.5%16.9% vol

VISWorst drop−13.5%19.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIS

+6.6%Year to date+9.7%

12.4%Yield0.9%

+9.2%Past year+11.5%

0.35%Fee0.09%

3–1VIS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026