Compare · 2 funds side by side · dividends reinvested

VOT and JEPI

VOTVanguard×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 04

VOT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.3

Vanguard Morningstar Mid-Cap Growth ETFUS Stock Styles · Mid cap0.05%0.61%+4.2%−0.2%+17.8%+3.3%−14.2%18.0%$19.2B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: VOT 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap Growth ETF · $19.2B$11,762

VOT

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

VOTMeasureJEPI

+4.2%Year to dateJan 1 → Nov 3+7.0%

−0.2%1 yearTotal return+9.8%

+17.8%3 years · per year$10,000 became $16,330 · $14,201+12.4%

+3.3%5 years · per year$10,000 became $11,762 · $14,322+7.4%

0.05%Expense ratio$5 · $35 a year on $10k · lower is better0.35%

0.61%Trailing 12-mo yield$61 · $796 a year on $10k7.96%

−14.2%Worst dropSmaller is better−6.7%

18.0%VolatilityLower is calmer7.9%

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

2–6JEPI wins

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

More Ways to See the Pairs

VOT vs JEPI: Top 5 Holdings

Today

VOT

11.4%in top 5

JEPI

in top 59.5%

VOTStockJEPI

2.6%NETnot top 5

2.3%PWRnot top 5

2.2%VRTnot top 5

2.2%DDOGnot top 5

2.1%HWMnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common8.7%

End-of-day Nov 3, 2026 · share of each fund

VOT vs JEPI Returns, Every Period

VanguardVOT

+3.3%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

VOTJEPIFaded: behind in that period

1–3JEPI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VOT vs JEPI

YTD

VanguardVOT

+4.2%

JEPIJ.P. Morgan

+7.0%

+4.2%Year to date+7.0%

−14.2%Worst drop · 1Y−6.7%

18.0%Volatility · 1Y7.9%

0.6%Yield8.0%

$19.2BAssets$46.0B

4–0JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOT, JEPI

Today

0.05%lowest, VOT

FundExpense ratioFee$10k

VOT0.05%$5

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VOT, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

VOT0.61%$61

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

VOT$61 − $5 = $56

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VOT, JEPI

Today

8.7%most shared, VOT and JEPI

VOTJEPI

VOT—8.7%

JEPI8.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

VOTWorst drop−14.2%18.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVOT

+7.0%Year to date+4.2%

8.0%Yield0.6%

+9.8%Past year−0.2%

0.35%Fee0.05%

3–1JEPI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026