VT vs JEPQ

AVT

BJEPQ

Measures won3–2VT wins · of 6 · 5Y

$10,000 · 5Y$15,576VT

Lowest cost0.06%VT · $6 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common30.9%VT and JEPQ

JEPQ

Vanguard Total World Stock ETF · $81.8BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+21.0%3 years · per year$17,695 · $17,406+20.3%

+9.3%5 years · per year$15,576 · […][…]

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

1.59%12-mo yield$159 · $1,217 on $10k12.17%

−9.7%Worst dropSmaller wins−8.8%

14.7%VolatilityLower wins15.5%

3–2VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · JEPQ

4.5%NVDA6.8%

4.1%AAPL7.1%

3.2%MSFT6.0%

2.0%AMZN4.2%

Held in common30.9%

End-of-day Nov 5, 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%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$37M

End-of-day Nov 5, 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%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$37M

End-of-day Nov 5, 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

$15,576

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVTJEPQ

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield1.59%12.17%

5 years, per year+9.3%[…]

3 years, per year+21.0%+20.3%

Worst drop · 1Y−9.7%−8.8%

Volatility · 1Y14.7%15.5%

3–2measures won
VT first

30.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JEPQ, WCME, VT

Today

30.9%most shared, JEPQ and VT

JEPQWCMEVT

JEPQ—0.1%30.9%

WCME0.1%—4.2%

VT30.9%4.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VT$159 − $6 = $153

WCME$40 − $95 = −$55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee