JEPI vs JSML · Compare Desk

AJEPI

BVTV

Measures won2–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · JEPI $14,118

Lowest cost0.03%VTV · $3 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common27.5%JEPI and VTV

JEPI vs VTV

JEPI

VTV

JPMorgan Equity Premium Income ETF · $46.8BVanguard Morningstar Value ETF · $184B

+10.7%3 years · per year$13,562 · $17,687+20.9%

+7.1%5 years · per year$14,118 · $17,585+12.0%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

8.09%12-mo yield$809 · $187 on $10k1.87%

−6.7%Worst dropSmaller wins−6.4%

8.8%VolatilityLower wins10.7%

2–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · VTV

1.8%JNJ2.4%

1.7%ABBV1.8%

1.7%PM1.1%

1.2%RTX0.9%

Held in common27.5%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

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

JEPI vs VTV

JEPI

JPMorgan Equity Premium Income

$14,118

VTV

Vanguard Morningstar Value

$17,585

MeasureJEPIVTV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield8.09%1.87%

5 years, per year+7.1%+12.0%

3 years, per year+10.7%+20.9%

Worst drop · 1Y−6.7%−6.4%

Volatility · 1Y8.8%10.7%

4–2measures won
VTV first

27.5%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

Overlap: JEPI, VTV

Today

27.5%most shared, JEPI and VTV

JEPIVTV

JEPI—27.5%

VTV27.5%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VTV$187 − $3 = $184

KeptFee

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