Compare · 3 funds side by side · dividends reinvested

VTI, JEPQ and JEPI

VTIVanguard×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,880VTI · best of the three

02 / 04

VTI, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.7%+11.9%+23.8%+11.0%−8.9%13.0%$689B1.6

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: VTI 2001 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Total Stock Market ETF · $689B$16,880

VTI

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 47.7% in common

VTIMeasureJEPQ

+11.7%Year to dateJan 1 → Nov 3+7.5%

+11.9%1 yearTotal return+8.6%

+23.8%3 years · per year$10,000 became $18,987 · $17,450+20.4%

+11.0%5 years · per year$10,000 became $16,880 · […][…]

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

1.06%Trailing 12-mo yield$106 · $1,228 a year on $10k12.28%

−8.9%Worst dropSmaller is better−8.8%

13.0%VolatilityLower is calmer15.5%

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

5–2VTI wins

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

More Ways to See the Pairs

VTI vs JEPQ: Top 5 Holdings

Today

VTI

25.0%in top 5

JEPQ

in top 527.5%

VTIStockJEPQ

7.1%NVDA6.9%

6.6%AAPL6.9%

5.2%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

3.3%AMZNnot top 5

2.8%GOOGLnot top 5

Held in common47.7%

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

VTI vs JEPQ Returns, Every Period

VanguardVTI

+11.9%

past year

JEPQJ.P. Morgan

+8.6%

past year

VTIJEPQFaded: behind in that period

3–0VTI wins

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

Core vs Income: VTI vs JEPQ

YTD

VanguardVTI

+11.7%

JEPQJ.P. Morgan

+7.5%

+11.7%Year to date+7.5%

−8.9%Worst drop · 1Y−8.8%

13.0%Volatility · 1Y15.5%

1.1%Yield12.3%

$689BAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: VTI, JEPQ, JEPI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: VTI, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

VTI1.06%$106

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

VTI$106 − $3 = $103

KeptFee

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

Overlap: VTI, JEPQ, JEPI

Today

47.7%most shared, VTI and JEPQ

VTIJEPQJEPI

VTI—47.7%35.5%

JEPQ47.7%—26.6%

JEPI35.5%26.6%—

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

Return vs Bumpiness: 3 ETFs

+11.9%VTI, at 13.0% volatility

JEPIWorst drop−6.7%7.9% vol

VTIWorst drop−8.9%13.0% 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

JEPQVTI

+7.5%Year to date+11.7%

12.3%Yield1.1%

+8.6%Past year+11.9%

0.35%Fee0.03%

3–1VTI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

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