Compare · 2 funds side by side · dividends reinvested

VT and JEPQ

VTVanguard×JEPQJ.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 JEPQ, 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%$81.8B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.7

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 30.9% in common

VTMeasureJEPQ

+12.8%Year to dateJan 1 → Nov 4+8.5%

+14.0%1 yearTotal return+9.3%

+22.8%3 years · per year$10,000 became $18,538 · $17,406+20.3%

+10.4%5 years · per year$10,000 became $16,384 · […][…]

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

1.53%Trailing 12-mo yield$153 · $1,217 a year on $10k12.17%

−9.7%Worst dropSmaller is better−8.8%

14.1%VolatilityLower is calmer15.5%

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

5–2VT 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 JEPQ: Top 5 Holdings

Today

15.6%in top 5

JEPQ

in top 527.9%

VTStockJEPQ

4.5%NVDA7.1%

4.1%AAPL6.8%

3.2%MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

2.0%AMZNnot top 5

1.7%GOOGLnot top 5

Held in common30.9%

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

VT vs JEPQ Returns, Every Period

VanguardVT

+14.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

VTJEPQFaded: behind in that period

3–0VT wins

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

International vs Income: VT vs JEPQ

YTD

VanguardVT

+12.8%

JEPQJ.P. Morgan

+8.5%

+12.8%Year to date+8.5%

−9.7%Worst drop · 1Y−8.8%

14.1%Volatility · 1Y15.5%

1.5%Yield12.2%

$81.8BAssets$42.1B

2–2level

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

Cost, Income and Risk

Fees: VT, JEPQ

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

JEPQ0.35%$35

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

Yields: VT, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VT1.53%$153

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VT$153 − $6 = $147

KeptFee

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

Overlap: VT, JEPQ

Today

30.9%most shared, VT and JEPQ

VTJEPQ

VT—30.9%

JEPQ30.9%—

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

VTWorst drop−9.7%14.1% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQVT

+8.5%Year to date+12.8%

12.2%Yield1.5%

+9.3%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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026