AVLC vs JEPI

AAVLC

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI

Lowest cost0.15%AVLC · $15 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common34.0%AVLC and JEPI

AVLC

JEPI

Avantis U.S. Large Cap Equity ETF · $1.6BJPMorgan Equity Premium Income ETF · $46.8B

+22.8%3 years · per year$18,520 · $13,674+11.0%

[…]5 years · per year[…] · $14,108+7.1%

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

0.90%12-mo yield$90 · $809 on $10k8.09%

−8.0%Worst dropSmaller wins−6.7%

14.5%VolatilityLower wins8.8%

2–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVLC · JEPI

5.4%MSFT2.0%

5.9%AAPL1.9%

3.9%AMZN1.9%

2.1%META1.7%

Held in common34.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk		0.15%	0.90%	−4.3%	+11.6%	+14.1%	+22.8%	new	−8.0%	$1.6B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk		0.15%	0.90%	−4.3%	+11.6%	+14.1%	+22.8%	new	−8.0%	$1.6B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVLC vs JEPI

AVLC

Avantis U.S. Large Cap Equity

[…]

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureAVLCJEPI

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield0.90%8.09%

5 years, per year[…]+7.1%

3 years, per year+22.8%+11.0%

Worst drop · 1Y−8.0%−6.7%

Volatility · 1Y14.5%8.8%

3–2measures won
JEPI first

34.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AVLC, JEPI

Today

34.0%most shared, AVLC and JEPI

AVLCJEPI

AVLC—34.0%

JEPI34.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

AVLC$90 − $15 = $75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee