AVSC vs JEPQ

AAVSC

BJEPQ

Measures won4–1AVSC wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG

Lowest cost0.03%VUG · $3 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−8.1%AVSC · worst fall in 1Y

Held in common0.0%AVSC and JEPQ

AVSC

JEPQ

Avantis U.S. Small Cap Equity ETF · $3.2BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.1%3 years · per year$17,317 · $16,495+18.2%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $35 on $10k · lower wins0.35%

0.97%12-mo yield$97 · $1,239 on $10k12.39%

−8.1%Worst dropSmaller wins−11.5%

16.2%VolatilityLower wins16.9%

4–1AVSC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVSC · JEPQ

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	0.97%	+2.7%	+23.5%	+29.3%	+20.1%	new	−8.1%	$3.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	0.97%	+2.7%	+23.5%	+29.3%	+20.1%	new	−8.1%	$3.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVSC vs JEPQ

AVSC

Avantis U.S. Small Cap Equity

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureAVSCJEPQ

Fee0.25%0.35%

Cost on $10k a year$25$35

Yield0.97%12.39%

5 years, per year[…][…]

3 years, per year+20.1%+18.2%

Worst drop · 1Y−8.1%−11.5%

Volatility · 1Y16.2%16.9%

4–1measures won
AVSC first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: AVSC, JEPQ, VUG

Today

51.8%most shared, JEPQ and VUG

AVSCJEPQVUG

AVSC—0.0%0.0%

JEPQ0.0%—51.8%

VUG0.0%51.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

AVSC$97 − $25 = $72

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee