AVTM vs JEPQ

AAVTM

BJEPQ

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.23%AVTM · $23 on $10k

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

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common35.6%AVTM and JEPQ

AVTM

JEPQ

Avantis Total Equity Markets ETF 1 · $743MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

[…]3 years · per year[…] · $16,495+18.2%

[…]5 years · per year[…]

0.23%Expense ratio$23 · $35 on $10k · lower wins0.35%

0.55%12-mo yield$55 · $1,239 on $10k12.39%

[…]Worst dropSmaller wins−11.5%

[…]VolatilityLower wins16.9%

1–1Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsAVTM · JEPQ

5.2%AAPL7.3%

5.1%NVDA6.7%

3.8%MSFT6.0%

2.5%AMZN4.3%

Held in common35.6%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AAVTM	Avantis Total Equity Markets ETF 1Read Desk		0.23%	0.55%	+2.6%	new	new	new	new	[…]	$743M
2	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

Both

5Y2 funds

#			Trend							5Y/yr
1	AAVTM	Avantis Total Equity Markets ETF 1Read Desk		0.23%	0.55%	+2.6%	new	new	new	new	[…]	$743M
2	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

AVTM vs JEPQ

AVTM

Avantis Total Equity Markets ETF 1

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureAVTMJEPQ

Fee0.23%0.35%

Cost on $10k a year$23$35

Yield0.55%12.39%

5 years, per year[…][…]

3 years, per year[…]+18.2%

Worst drop · 1Y[…]−11.5%

Volatility · 1Y[…]16.9%

1–1measures won
level

35.6%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: AVTM, JEPQ

Today

35.6%most shared, AVTM and JEPQ

AVTMJEPQ

AVTM—35.6%

JEPQ35.6%—

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

AVTM$55 − $23 = $32

KeptFee

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