Compare · 3 funds side by side · dividends reinvested

VT, JEPQ and JEPI

VTVanguard×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,014VT · best of the three

02 / 04

VT, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total World Stock ETFInternational · Global0.06%1.56%+10.9%+12.2%+22.6%+9.9%−9.7%14.0%$81.8B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.1

Rank among the three1st → 3rdFee, 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: VT 2008 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total World Stock ETF · $81.8B$16,014

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

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

VTMeasureJEPQ

+10.9%Year to dateJan 1 → Nov 3+7.5%

+12.2%1 yearTotal return+8.6%

+22.6%3 years · per year$10,000 became $18,441 · $17,450+20.4%

+9.9%5 years · per year$10,000 became $16,014 · […][…]

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

1.56%Trailing 12-mo yield$156 · $1,228 a year on $10k12.28%

−9.7%Worst dropSmaller is better−8.8%

14.0%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 3, 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 527.5%

VTStockJEPQ

4.5%NVDA6.9%

4.1%AAPL6.9%

3.2%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

2.0%AMZNnot top 5

1.7%GOOGLnot top 5

Held in common30.9%

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

VT vs JEPQ Returns, Every Period

VanguardVT

+12.2%

past year

JEPQJ.P. Morgan

+8.6%

past year

VTJEPQFaded: behind in that period

3–0VT wins

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

International vs Income: VT vs JEPQ

YTD

VanguardVT

+10.9%

JEPQJ.P. Morgan

+7.5%

+10.9%Year to date+7.5%

−9.7%Worst drop · 1Y−8.8%

14.0%Volatility · 1Y15.5%

1.6%Yield12.3%

$81.8BAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: VT, JEPQ, JEPI

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: VT, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

VT1.56%$156

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

VT$156 − $6 = $150

KeptFee

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

Overlap: VT, JEPQ, JEPI

Today

30.9%most shared, VT and JEPQ

VTJEPQJEPI

VT—30.9%27.8%

JEPQ30.9%—26.6%

JEPI27.8%26.6%—

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

Return vs Bumpiness: 3 ETFs

+12.2%VT, at 14.0% volatility

JEPIWorst drop−6.7%7.9% vol

VTWorst drop−9.7%14.0% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQVT

+7.5%Year to date+10.9%

12.3%Yield1.6%

+8.6%Past year+12.2%

0.35%Fee0.06%

3–1VT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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