VT vs JEPI

AVT

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,576VT · JEPI $14,108

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 common28.3%VT and JEPI

JEPI

Vanguard Total World Stock ETF · $81.8BJPMorgan Equity Premium Income ETF · $46.1B

+21.0%3 years · per year$17,695 · $13,674+11.0%

+9.3%5 years · per year$15,576 · $14,108+7.1%

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

1.59%12-mo yield$159 · $809 on $10k8.09%

−9.7%Worst dropSmaller wins−6.7%

14.7%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · JEPI

3.2%MSFT2.0%

4.1%AAPL1.9%

2.0%AMZN1.9%

1.7%GOOGL1.7%

Held in common28.3%

End-of-day Nov 5, 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	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$36M

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

All Three

5Y3 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$36M

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

Cards for this view

VT vs JEPI

Vanguard Total World Stock

$15,576

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureVTJEPI

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield1.59%8.09%

5 years, per year+9.3%+7.1%

3 years, per year+21.0%+11.0%

Worst drop · 1Y−9.7%−6.7%

Volatility · 1Y14.7%8.8%

3–3measures won
level

28.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JEPI, WCME, VT

Today

28.3%most shared, JEPI and VT

JEPIWCMEVT

JEPI—0.0%28.3%

WCME0.0%—4.2%

VT28.3%4.2%—

End-of-day Nov 5, 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

WCME$40 − $95 = −$55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee