JIRE vs VT

AJIRE

BVT

Measures won1–4VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · VXUS $14,489

Lowest cost0.05%VXUS · $5 on $10k

Most income2.79%JIRE · $279 on $10k

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

Held in common11.8%JIRE and VT

JIRE

JPMorgan International Research Enhanced Equity ETF · $10.9BVanguard Total World Stock ETF · $81.8B

+17.9%3 years · per year$16,369 · $17,563+20.7%

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

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

2.79%12-mo yield$279 · $159 on $10k1.59%

−11.8%Worst dropSmaller wins−9.7%

16.6%VolatilityLower wins14.7%

1–4VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJIRE · VT

3.0%ASML.AS0.6%

1.3%HSBA.L0.3%

1.4%SHEL.L0.2%

1.3%NOVN.SW0.2%

Held in common11.8%

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	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	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
3	AJIRE	JPMorgan International Research Enhanced Equity ETFRead Desk	0.29%	2.79%	−0.7%	+7.4%	+11.5%	+17.9%	new	−11.8%	$10.9B

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	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	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
3	AJIRE	JPMorgan International Research Enhanced Equity ETFRead Desk	0.29%	2.79%	−0.7%	+7.4%	+11.5%	+17.9%	new	−11.8%	$10.9B

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

JIRE vs VT

JIRE

JPMorgan International Research Enhanced Equity

[…]

Vanguard Total World Stock

$15,649

MeasureJIREVT

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield2.79%1.59%

5 years, per year[…]+9.4%

3 years, per year+17.9%+20.7%

Worst drop · 1Y−11.8%−9.7%

Volatility · 1Y16.6%14.7%

4–1measures won
VT first

11.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: JIRE, VT, VXUS

Today

29.9%most shared, VT and VXUS

JIREVTVXUS

JIRE—11.8%29.8%

VT11.8%—29.9%

VXUS29.8%29.9%—

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

Income After Fees on $10,000

$250most kept, JIRE

JIRE$279 − $29 = $250

VXUS$245 − $5 = $240

VT$159 − $6 = $153

KeptFee

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