JEPI vs VUG

AJEPI

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · JEPI $14,118

Lowest cost0.03%VUG · $3 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common26.6%JEPI and VUG

JEPI

VUG

JPMorgan Equity Premium Income ETF · $46.8BVanguard Morningstar Growth ETF · $233B

+10.7%3 years · per year$13,562 · $18,415+22.6%

+7.1%5 years · per year$14,118 · $16,124+10.0%

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

8.09%12-mo yield$809 · $42 on $10k0.42%

−6.7%Worst dropSmaller wins−15.1%

8.8%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · VUG

2.0%MSFT9.7%

2.0%AAPL12.5%

1.9%AMZN4.3%

1.7%GOOGL5.2%

Held in common26.6%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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 VUG

JEPI

JPMorgan Equity Premium Income

$14,118

VUG

Vanguard Morningstar Growth

$16,124

MeasureJEPIVUG

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield8.09%0.42%

5 years, per year+7.1%+10.0%

3 years, per year+10.7%+22.6%

Worst drop · 1Y−6.7%−15.1%

Volatility · 1Y8.8%19.0%

3–3measures won
level

26.6%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

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

Overlap: JEPI, VUG

Today

26.6%most shared, JEPI and VUG

JEPIVUG

JEPI—26.6%

VUG26.6%—

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

VUG$42 − $3 = $39

KeptFee

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