AVMU vs JEPQ

AAVMU

BJEPQ

Measures won3–2AVMU wins · of 6 · 5Y

$10,000 · 5Y$10,379AVMU

Lowest cost0.15%AVMU · $15 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−8.6%AVMU · worst fall in 1Y

Held in common[…]AVMU and JEPQ

AVMU

JEPQ

Avantis Core Municipal Fixed Income ETF · $173MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+4.4%3 years · per year$11,378 · $16,202+17.4%

+0.7%5 years · per year$10,379 · […][…]

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

3.56%12-mo yield$356 · $1,279 on $10k12.79%

−8.6%Worst dropSmaller wins−11.5%

4.5%VolatilityLower wins16.7%

3–2AVMU wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVMU · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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	AAVMU	Avantis Core Municipal Fixed Income ETFRead Desk		0.15%	3.56%	+0.4%	0.0%	+1.6%	+4.4%	+0.7%	−8.6%	$173M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAVMU	Avantis Core Municipal Fixed Income ETFRead Desk		0.15%	3.56%	+0.4%	0.0%	+1.6%	+4.4%	+0.7%	−8.6%	$173M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVMU vs JEPQ

AVMU

Avantis Core Municipal Fixed Income

$10,379

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureAVMUJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield3.56%12.79%

5 years, per year+0.7%[…]

3 years, per year+4.4%+17.4%

Worst drop · 1Y−8.6%−11.5%

Volatility · 1Y4.5%16.7%

3–2measures won
AVMU first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

Overlap: AVMU, JEPQ

Today

[…]holdings […]

AVMUJEPQ

AVMU—[…]

JEPQ[…]—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

AVMU$356 − $15 = $341

KeptFee

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