Compare · 3 funds side by side · dividends reinvested

VV, JEPQ and JEPI

VVVanguard×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,405VV · best of the three

02 / 04

VV, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Large-Cap ETFLow-Cost Core · US large cap0.03%1.04%+11.3%+11.3%+24.3%+11.7%−9.2%12.9%$54.1B1.6

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: VV 2004 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Large-Cap ETF · $54.1B$17,405

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 51.4% in common

VVMeasureJEPQ

+11.3%Year to dateJan 1 → Nov 3+7.5%

+11.3%1 yearTotal return+8.6%

+24.3%3 years · per year$10,000 became $19,187 · $17,450+20.4%

+11.7%5 years · per year$10,000 became $17,405 · […][…]

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

1.04%Trailing 12-mo yield$104 · $1,228 a year on $10k12.28%

−9.2%Worst dropSmaller is better−8.8%

12.9%VolatilityLower is calmer15.5%

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

5–2VV wins

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

More Ways to See the Pairs

VV vs JEPQ: Top 5 Holdings

Today

28.4%in top 5

JEPQ

in top 527.5%

VVStockJEPQ

8.1%NVDA6.9%

7.5%AAPL6.9%

5.9%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common51.4%

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

VV vs JEPQ Returns, Every Period

VanguardVV

+11.3%

past year

JEPQJ.P. Morgan

+8.6%

past year

VVJEPQFaded: behind in that period

3–0VV wins

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

Core vs Income: VV vs JEPQ

YTD

VanguardVV

+11.3%

JEPQJ.P. Morgan

+7.5%

+11.3%Year to date+7.5%

−9.2%Worst drop · 1Y−8.8%

12.9%Volatility · 1Y15.5%

1.0%Yield12.3%

$54.1BAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: VV, JEPQ, JEPI

Today

0.03%lowest, VV

FundExpense ratioFee$10k

VV0.03%$3

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: VV, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

VV1.04%$104

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

VV$104 − $3 = $101

KeptFee

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

Overlap: VV, JEPQ, JEPI

Today

51.4%most shared, VV and JEPQ

VVJEPQJEPI

VV—51.4%37.5%

JEPQ51.4%—26.6%

JEPI37.5%26.6%—

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

Return vs Bumpiness: 3 ETFs

+11.3%VV, at 12.9% volatility

JEPIWorst drop−6.7%7.9% vol

VVWorst drop−9.2%12.9% 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

JEPQVV

+7.5%Year to date+11.3%

12.3%Yield1.0%

+8.6%Past year+11.3%

0.35%Fee0.03%

3–1VV 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