NUMV vs JEPQ5YNUMVNUMVAvsBJEPQJEPQNuveen ESG Mid-Cap Value · $436MJPMorgan Nasdaq Equity Premium Income ETF · $42.6BReturns · dividends in+20.2%3 years · per year$17,379 · $16,188+17.4%+6.8%5 years · per year$13,909 · […][…]Cost and income0.31%Expense ratio$31 · $35 on $10k · lower wins0.35%1.31%12-mo yield$131 · $1,237 on $10k
Overlap: NUMV, JEPQ, VUGToday51.0%most shared, JEPQ and VUGNUMVJEPQVUGNUMV—0.0%0.5%JEPQ0.0%—51.0%VUG0.5%51.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
NUMV vs JEPQ5YANUMVNuveen ESG Mid-Cap Value$13,909vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureNUMVJEPQFee0.31%0.35%Cost on $10k a year$31$35Yield1.31%12.37%5 years, per year+6.8%[…]3 years, per year+20.2%+17.4%Worst drop · 1Y−8.7%−11.5%Volatility · 1Y12.9%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2ANUMVNuveen ESG Mid-Cap ValueReadDesk0.31%1.31%+0.4%+17.0%+18.9%+20.2%+6.8%−8.7%$436M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2ANUMVNuveen ESG Mid-Cap ValueReadDesk0.31%1.31%+0.4%+17.0%+18.9%+20.2%+6.8%−8.7%$436M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: NUMV, JEPQ, VUGToday51.0%most shared, JEPQ and VUGNUMVJEPQVUGNUMV—0.0%0.5%JEPQ0.0%—51.0%VUG0.5%51.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,202most kept, JEPQJEPQ$1,237 − $35 = $1,202NUMV$131 − $31 = $100VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee