VT vs JEPI

AVT

BJEPI

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%VT and JEPI

JEPI

Vanguard Total World Stock ETF · $81.8BJPMorgan Equity Premium Income ETF · $46.8B

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

+9.4%5 years · per year$15,649 · $14,118+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%AAPL2.0%

2.0%AMZN1.9%

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

All Three

5Y3 funds

#
1	AVT	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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.58%	+0.8%	+5.8%	+7.9%	new	new	−12.5%	$2.1B

End-of-day Nov 6, 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%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.58%	+0.8%	+5.8%	+7.9%	new	new	−12.5%	$2.1B

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

VT vs JEPI

Vanguard Total World Stock

$15,649

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureVTJEPI

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield1.59%8.09%

5 years, per year+9.4%+7.1%

3 years, per year+20.7%+10.7%

Worst drop · 1Y−9.7%−6.7%

Volatility · 1Y14.7%8.8%

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, WCMI, VT

Today

27.9%most shared, JEPI and VT

JEPIWCMIVT

JEPI—0.6%27.9%

WCMI0.6%—3.5%

VT27.9%3.5%—

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

VT$159 − $6 = $153

WCMI$58 − $85 = −$27

KeptFee

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