JEPI vs VT5YJEPIJEPIAvsBVTVTJPMorgan Equity Premium Income ETF · $46.8BVanguard Total World Stock ETF · $81.8BReturns · dividends in+11.1%3 years · per year$13,729 · $17,564+20.7%+7.8%5 years · per year$14,545 · $15,953+9.8%Cost and income0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%7.84%
Overlap: JEPI, WCMI, VTToday28.2%most shared, JEPI and VTJEPIWCMIVTJEPI—0.6%28.2%WCMI0.6%—3.5%VT28.2%3.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
JEPI vs VT5YAJEPIJPMorgan Equity Premium Income$14,545vsVTBVanguard Total World Stock$15,953$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVanguard Total World Stock ETFReadDesk0.06%1.54%+1.1%+12.0%+13.2%+20.7%+9.8%−9.7%$81.8B2AJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.84%+1.0%+8.6%+11.2%+11.1%+7.8%−6.7%$46.8B3WCMIFirst Trust WCM International Equity ETFReadDesk0.85%0.56%+1.5%+9.6%+11.4%newnew−12.5%$2.1BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVanguard Total World Stock ETFReadDesk0.06%1.54%+1.1%+12.0%+13.2%+20.7%+9.8%−9.7%$81.8B2AJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.84%+1.0%+8.6%+11.2%+11.1%+7.8%−6.7%$46.8B3WCMIFirst Trust WCM International Equity ETFReadDesk0.85%0.56%+1.5%+9.6%+11.4%newnew−12.5%$2.1BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: JEPI, WCMI, VTToday28.2%most shared, JEPI and VTJEPIWCMIVTJEPI—0.6%28.2%WCMI0.6%—3.5%VT28.2%3.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$749most kept, JEPIJEPI$784 − $35 = $749VT$154 − $6 = $148WCMI$56 − $85 = −$29KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee