JEPQ vs VT

AJEPQ

BVT

Measures won1–4VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT

Lowest cost0.06%VT · $6 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common31.0%JEPQ and VT

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BVanguard Total World Stock ETF · $81.8B

+17.4%3 years · per year$16,202 · $17,563+20.7%

[…]5 years · per year[…] · $15,649+9.4%

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

12.79%12-mo yield$1,279 · $159 on $10k1.59%

−11.5%Worst dropSmaller wins−9.7%

16.7%VolatilityLower wins14.7%

1–4VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPQ · VT

6.6%NVDA4.5%

7.4%AAPL4.1%

6.1%MSFT3.2%

4.4%AMZN2.0%

Held in common31.0%

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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

JEPQ vs VT

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

Vanguard Total World Stock

$15,649

MeasureJEPQVT

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield12.79%1.59%

5 years, per year[…]+9.4%

3 years, per year+17.4%+20.7%

Worst drop · 1Y−11.5%−9.7%

Volatility · 1Y16.7%14.7%

4–1measures won
VT first

31.0%

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: JEPQ, VT

Today

31.0%most shared, JEPQ and VT

JEPQVT

JEPQ—31.0%

VT31.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

VT$159 − $6 = $153

KeptFee

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