Compare · 2 funds side by side · dividends reinvested

VOOG and JEPI

VOOGVanguard×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,612VOOG · best of the two

02 / 04

VOOG and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.4

Vanguard S&P 500 Growth ETFLow-Cost Core · S&P 5000.07%0.50%+4.5%+4.7%+25.1%+10.7%−13.4%19.4%$27.8B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: VOOG 2010 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 Growth ETF · $27.8B$16,612

VOOG

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

VOOGMeasureJEPI

+4.5%Year to dateJan 1 → Nov 5+5.2%

+4.7%1 yearTotal return+8.3%

+25.1%3 years · per year$10,000 became $19,574 · $13,674+11.0%

+10.7%5 years · per year$10,000 became $16,612 · $14,108+7.1%

0.07%Expense ratio$7 · $35 a year on $10k · lower is better0.35%

0.50%Trailing 12-mo yield$50 · $809 a year on $10k8.09%

−13.4%Worst dropSmaller is better−6.7%

19.4%VolatilityLower is calmer8.8%

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

3–5JEPI wins

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

More Ways to See the Pairs

VOOG vs JEPI: Top 5 Holdings

Today

VOOG

41.9%in top 5

JEPI

in top 59.9%

VOOGStockJEPI

15.0%NVDAnot top 5

10.3%MSFT2.0%

6.6%AAPL1.9%

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5MA2.0%

not top 5MMM1.9%

not top 5V1.9%

Held in common28.4%

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

VOOG vs JEPI Returns, Every Period

VanguardVOOG

+10.7%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

VOOGJEPIFaded: behind in that period

2–2Level

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

Core vs Income: VOOG vs JEPI

YTD

VanguardVOOG

+4.5%

JEPIJ.P. Morgan

+5.2%

+4.5%Year to date+5.2%

−13.4%Worst drop · 1Y−6.7%

19.4%Volatility · 1Y8.8%

0.5%Yield8.1%

$27.8BAssets$46.1B

4–0JEPI wins

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

Cost, Income and Risk

Fees: VOOG, JEPI

Today

0.07%lowest, VOOG

FundExpense ratioFee$10k

VOOG0.07%$7

JEPI0.35%$35

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

Yields: VOOG, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VOOG0.50%$50

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VOOG$50 − $7 = $43

KeptFee

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

Overlap: VOOG, JEPI

Today

28.4%most shared, VOOG and JEPI

VOOGJEPI

VOOG—28.4%

JEPI28.4%—

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

Return vs Bumpiness: 2 ETFs

+8.3%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

VOOGWorst drop−13.4%19.4% vol

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

Paid More vs Made More

YTD

JEPIVOOG

+5.2%Year to date+4.5%

8.1%Yield0.5%

+8.3%Past year+4.7%

0.35%Fee0.07%

3–1JEPI 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%

$42.1BAssets$46.1B

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%

$123BAssets$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$805B

2–0SPYM wins

End-of-day Nov 5, 2026