AVLC vs JEPQ

AAVLC

BJEPQ

Measures won4–1AVLC wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.15%AVLC · $15 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.0%AVLC · worst fall in 1Y

Held in common41.4%AVLC and JEPQ

AVLC

JEPQ

Avantis U.S. Large Cap Equity ETF · $1.6BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+22.8%3 years · per year$18,520 · $17,406+20.3%

[…]5 years · per year[…]

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

0.90%12-mo yield$90 · $1,217 on $10k12.17%

−8.0%Worst dropSmaller wins−8.8%

14.5%VolatilityLower wins15.5%

4–1AVLC wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsAVLC · JEPQ

5.9%AAPL7.1%

5.4%MSFT6.0%

5.0%NVDA6.8%

3.9%AMZN4.2%

Held in common41.4%

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							5Y/yr
1	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
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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							5Y/yr
1	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
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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 JEPQ

AVLC

Avantis U.S. Large Cap Equity

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureAVLCJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield0.90%12.17%

5 years, per year[…][…]

3 years, per year+22.8%+20.3%

Worst drop · 1Y−8.0%−8.8%

Volatility · 1Y14.5%15.5%

4–1measures won
AVLC first

41.4%

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, JEPQ

Today

41.4%most shared, AVLC and JEPQ

AVLCJEPQ

AVLC—41.4%

JEPQ41.4%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

AVLC$90 − $15 = $75

KeptFee

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