Compare · 2 funds side by side · dividends reinvested

VPC and JEPI

VPCVirtus×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,429JEPI · best of the two

Story of the two · IncomeMost incomeVPC · 15.44% · $1,544 a year on $10k

Story of the two · RiskSmallest drop

VPC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.1

Virtus Private Credit Strategy ETFBonds & Cash · Corporate10.60%15.44%−12.5%−11.4%−1.4%−0.6%−18.2%14.7%$27M1.9

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

End-of-day Nov 10, 2026 · returns include dividends · since: VPC 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Virtus Private Credit Strategy ETF · $27M$9,722

VPC

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,429

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VPCMeasureJEPI

−12.5%

More Ways to See the Pairs

VPC vs JEPI: Top 5 Holdings

Today

VPC

14.6%in top 5

JEPI

in top 59.8%

VPCStockJEPI

3.7%TCPCnot top 5

3.1%ECCnot top 5

2.9%FSKnot top 5

2.7%HRZNnot top 5

2.2%CIONnot top 5

Cost, Income and Risk

Fees: VPC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

VPC10.60%$1,060

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

Yields: VPC, JEPI

1Y

15.44%highest, VPC

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+7.6%

−11.4%1 yearTotal return+10.6%

−1.4%3 years · per year$10,000 became $9,592 · $13,634+10.9%

−0.6%5 years · per year$10,000 became $9,722 · $14,429+7.6%

10.60%Expense ratio$1,060 · $35 a year on $10k · lower is better0.35%

15.44%Trailing 12-mo yield$1,544 · $792 a year on $10k7.92%

−18.2%Worst dropSmaller is better−6.7%

14.7%VolatilityLower is calmer9.0%

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

1–7JEPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

VPC vs JEPI Returns, Every Period

5Y

VirtusVPC

−0.6%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

VPCJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Income: VPC vs JEPI

YTD

VirtusVPC

−12.5%

JEPIJ.P. Morgan

+7.6%

−12.5%Year to date+7.6%

−18.2%Worst drop · 1Y−6.7%

14.7%Volatility · 1Y9.0%

15.4%Yield7.9%

$26.6MAssets$46.6B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

VPC15.44%$1,544

JEPI7.92%$792

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

VPC$1,544 − $1,060 = $484

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VPC, JEPI

Today

0.0%most shared, VPC and JEPI

VPCJEPI

VPC—0.0%

JEPI0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

VPCWorst drop−18.2%14.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VPCJEPI

−12.5%Year to date+7.6%

15.4%Yield7.9%

−11.4%Past year+10.6%

10.60%Fee0.35%

3–1JEPI wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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VPC and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two