JEPI vs VT

AJEPI

BVT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,649VT · JEPI $14,118

Lowest cost0.06%VT · $6 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common27.9%JEPI and VT

JEPI

JPMorgan Equity Premium Income ETF · $46.8BVanguard Total World Stock ETF · $81.8B

+10.7%3 years · per year$13,562 · $17,563+20.7%

+7.1%5 years · per year$14,118 · $15,649+9.4%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

8.09%12-mo yield$809 · $159 on $10k1.59%

−6.7%Worst dropSmaller wins−9.7%

8.8%VolatilityLower wins14.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · VT

2.0%MSFT3.2%

2.0%AAPL4.1%

1.9%AMZN2.0%

1.7%GOOGL1.7%

Held in common27.9%

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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
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 VT

JEPI

JPMorgan Equity Premium Income

$14,118

Vanguard Total World Stock

$15,649

MeasureJEPIVT

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield8.09%1.59%

5 years, per year+7.1%+9.4%

3 years, per year+10.7%+20.7%

Worst drop · 1Y−6.7%−9.7%

Volatility · 1Y8.8%14.7%

3–3measures won
level

27.9%

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

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: JEPI, VT

Today

27.9%most shared, JEPI and VT

JEPIVT

JEPI—27.9%

VT27.9%—

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

VT$159 − $6 = $153

KeptFee

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