JEPQ vs VUG

AJEPQ

BVUG

Measures won3–2JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

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

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common51.9%JEPQ and VUG

JEPQ

VUG

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BVanguard Morningstar Growth ETF · $233B

+17.4%3 years · per year$16,202 · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

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

12.79%12-mo yield$1,279 · $42 on $10k0.42%

−11.5%Worst dropSmaller wins−15.1%

16.7%VolatilityLower wins19.0%

3–2JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPQ · VUG

7.4%AAPL12.5%

6.6%NVDA13.5%

6.1%MSFT9.7%

4.4%AMZN4.3%

Held in common51.9%

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

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	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	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	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 VUG

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureJEPQVUG

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield12.79%0.42%

5 years, per year[…]+10.0%

3 years, per year+17.4%+22.6%

Worst drop · 1Y−11.5%−15.1%

Volatility · 1Y16.7%19.0%

3–2measures won
JEPQ first

51.9%

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

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$59.7B

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: JEPQ, VUG

Today

51.9%most shared, JEPQ and VUG

JEPQVUG

JEPQ—51.9%

VUG51.9%—

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

VUG$42 − $3 = $39

KeptFee

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