VT vs JEPQ

AVT

BJEPQ

Measures won4–1VT wins · of 6 · 5Y

$10,000 · 5Y$15,957VT · VEA $15,497

Lowest cost0.03%VEA · $3 on $10k

Most income12.39%JEPQ · $1,239 on $10k

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

Held in common30.9%VT and JEPQ

JEPQ

Vanguard Total World Stock ETF · $81.8BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.9%3 years · per year$17,661 · $16,495+18.2%

+9.8%5 years · per year$15,957 · […][…]

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

1.55%12-mo yield$155 · $1,239 on $10k12.39%

−9.7%Worst dropSmaller wins−11.5%

14.9%VolatilityLower wins16.9%

4–1VT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVT · JEPQ

4.5%NVDA6.7%

4.1%AAPL7.3%

3.2%MSFT6.0%

2.0%AMZN4.3%

Held in common30.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.0%	+1.7%	+0.1%	new	new	−17.3%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.0%	+1.7%	+0.1%	new	new	−17.3%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VT vs JEPQ

Vanguard Total World Stock

$15,957

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVTJEPQ

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield1.55%12.39%

5 years, per year+9.8%[…]

3 years, per year+20.9%+18.2%

Worst drop · 1Y−9.7%−11.5%

Volatility · 1Y14.9%16.9%

4–1measures won
VT first

30.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: JEPQ, WCME, VEA, VT

Today

30.9%most shared, JEPQ and VT

JEPQWCMEVEAVT

JEPQ—0.1%0.0%30.9%

WCME0.1%—6.2%4.2%

VEA0.0%6.2%—23.3%

VT30.9%4.2%23.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VEA$244 − $3 = $241

VT$155 − $6 = $149

WCME$38 − $95 = −$57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee