Compare · 3 funds side by side · dividends reinvested

VTES, JEPQ and JEPI

VTESVanguard×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

VTES, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.0

Vanguard Short-Term Tax-Exempt Bond ETFBonds & Cash · Municipal0.05%2.66%+1.4%+2.1%+3.7%[…]−3.0%1.8%$3.6B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: VTES 2023 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Short-Term Tax-Exempt Bond ETF · $3.6B[…]

VTES

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested

VTESMeasureJEPQ

+1.4%Year to dateJan 1 → Nov 6+3.2%

+2.1%1 yearTotal return+4.5%

+3.7%3 years · per year$10,000 became $11,143 · $16,202+17.4%

[…]5 years · per year[…]

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

2.66%Trailing 12-mo yield$266 · $1,279 a year on $10k12.79%

−3.0%Worst dropSmaller is better−11.5%

1.8%VolatilityLower is calmer16.7%

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

3–4JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VTES vs JEPQ: Top 5 Holdings

Today

VTES

[…]in top 5

JEPQ

in top 528.9%

VTESStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

VTES vs JEPQ Returns, Every Period

VanguardVTES

+2.1%

past year

JEPQJ.P. Morgan

+4.5%

past year

VTESJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: VTES vs JEPQ

YTD

VanguardVTES

+1.4%

JEPQJ.P. Morgan

+3.2%

+1.4%Year to date+3.2%

−3.0%Worst drop · 1Y−11.5%

1.8%Volatility · 1Y16.7%

2.7%Yield12.8%

$3.6BAssets$42.6B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VTES, JEPQ, JEPI

Today

0.05%lowest, VTES

FundExpense ratioFee$10k

VTES0.05%$5

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VTES, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

VTES2.66%$266

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

VTES$266 − $5 = $261

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VTES, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

VTESJEPQJEPI

VTES—[…][…]

JEPQ[…]—26.8%

JEPI[…]26.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

VTESWorst drop−3.0%1.8% vol

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJEPI

+3.2%Year to date+5.3%

12.8%Yield8.1%

+4.5%Past year+8.2%

0.35%Fee0.35%

2–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026