Compare · 2 funds side by side · dividends reinvested

VT and JEPI

VTVanguard×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,384VT · best of the two

02 / 04

VT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total World Stock ETFInternational · Global0.06%1.53%+12.8%+14.0%+22.8%+10.4%−9.7%14.1%$81.8B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: VT 2008 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total World Stock ETF · $81.8B$16,384

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 28.2% in common

VTMeasureJEPI

+12.8%Year to dateJan 1 → Nov 4+8.8%

+14.0%1 yearTotal return+11.9%

+22.8%3 years · per year$10,000 became $18,538 · $14,269+12.6%

+10.4%5 years · per year$10,000 became $16,384 · $14,635+7.9%

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

1.53%Trailing 12-mo yield$153 · $783 a year on $10k7.83%

−9.7%Worst dropSmaller is better−6.7%

14.1%VolatilityLower is calmer8.1%

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

5–3VT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VT vs JEPI: Top 5 Holdings

Today

15.6%in top 5

JEPI

in top 59.5%

VTStockJEPI

4.5%NVDAnot top 5

4.1%AAPL1.9%

3.2%MSFT1.9%

2.0%AMZNnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

1.7%GOOGLnot top 5

Held in common28.2%

End-of-day Nov 4, 2026 · share of each fund

VT vs JEPI Returns, Every Period

VanguardVT

+10.4%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

VTJEPIFaded: behind in that period

4–0VT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: VT vs JEPI

YTD

VanguardVT

+12.8%

JEPIJ.P. Morgan

+8.8%

+12.8%Year to date+8.8%

−9.7%Worst drop · 1Y−6.7%

14.1%Volatility · 1Y8.1%

1.5%Yield7.8%

$81.8BAssets$46.0B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VT, JEPI

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VT, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

VT1.53%$153

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

VT$153 − $6 = $147

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VT, JEPI

Today

28.2%most shared, VT and JEPI

VTJEPI

VT—28.2%

JEPI28.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.0%VT, at 14.1% volatility

JEPIWorst drop−6.7%8.1% vol

VTWorst drop−9.7%14.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVT

+8.8%Year to date+12.8%

7.8%Yield1.5%

+11.9%Past year+14.0%

0.35%Fee0.06%

3–1VT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026