AVSC vs JEPI5YAVSCAVSCAvsBJEPIJEPIAvantis U.S. Small Cap Equity ETF · $3.2BJPMorgan Equity Premium Income ETF · $45.2BReturns · dividends in+18.8%3 years · per year$16,752 · $13,634+10.9%[…]5 years · per year[…] · $14,429+7.6%Cost and income0.25%Expense ratio$25 · $35 on $10k · lower wins0.35%0.98%12-mo yield$98 · $792 on $10k
Overlap: AVSC, JEPI, VUGToday27.7%most shared, JEPI and VUGAVSCJEPIVUGAVSC—0.0%0.0%JEPI0.0%—27.7%VUG0.0%27.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
AVSC vs JEPI5YAAVSCAvantis U.S. Small Cap Equity[…]vsJEPIBJPMorgan Equity Premium Income$14,429MeasureAVSCJEPIFee0.25%0.35%Cost on $10k a year$25$35Yield0.98%7.92%5 years, per year[…]+7.6%3 years, per year+18.8%+10.9%Worst drop · 1Y−8.1%−6.7%Volatility · 1Y16.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.92%+0.1%+7.6%+10.6%+10.9%+7.6%−6.7%$45.2B3AAVSCAvantis U.S. Small Cap Equity ETFReadDesk0.25%0.98%−0.5%+22.9%+28.3%+18.8%new−8.1%$3.2BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.92%+0.1%+7.6%+10.6%+10.9%+7.6%−6.7%$45.2B3AAVSCAvantis U.S. Small Cap Equity ETFReadDesk0.25%0.98%−0.5%+22.9%+28.3%+18.8%new−8.1%$3.2BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
Overlap: AVSC, JEPI, VUGToday27.7%most shared, JEPI and VUGAVSCJEPIVUGAVSC—0.0%0.0%JEPI0.0%—27.7%VUG0.0%27.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$757most kept, JEPIJEPI$792 − $35 = $757AVSC$98 − $25 = $73VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee