SIZE vs JEPI5YSIZESIZEAvsBJEPIJEPIiShares MSCI USA Size Factor ETF · $439MJPMorgan Equity Premium Income ETF · $46.8BReturns · dividends in+17.6%3 years · per year$16,264 · $13,724+11.1%+7.3%5 years · per year$14,240 · $14,510+7.7%Cost and income0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%1.36%12-mo yield$136 · $786 on $10k
Overlap: SIZE, JEPI, VUGToday27.7%most shared, JEPI and VUGSIZEJEPIVUGSIZE—20.4%18.2%JEPI20.4%—27.7%VUG18.2%27.7%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SIZE vs JEPI5YASIZEiShares MSCI USA Size Factor$14,240vsJEPIBJPMorgan Equity Premium Income$14,510$10k$13kNov 2021Nov 2026
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%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.86%−0.3%+8.3%+10.1%+11.1%+7.7%−6.7%$46.8B3ASIZEiShares MSCI USA Size Factor ETFReadDesk0.15%1.36%−1.0%+13.3%+13.8%+17.6%+7.3%−8.0%$439MEnd-of-day Nov 12, 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%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.86%−0.3%+8.3%+10.1%+11.1%+7.7%−6.7%$46.8B3ASIZEiShares MSCI USA Size Factor ETFReadDesk0.15%1.36%−1.0%+13.3%+13.8%+17.6%+7.3%−8.0%$439MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
Overlap: SIZE, JEPI, VUGToday27.7%most shared, JEPI and VUGSIZEJEPIVUGSIZE—20.4%18.2%JEPI20.4%—27.7%VUG18.2%27.7%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$751most kept, JEPIJEPI$786 − $35 = $751SIZE$136 − $15 = $121VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee