VB vs JEPI

AVB

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI · VB $13,310

Lowest cost0.03%VB · $3 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.8%VB and JEPI

JEPI

Vanguard Morningstar Small-Cap ETF · $76.9BJPMorgan Equity Premium Income ETF · $46.1B

+18.5%3 years · per year$16,641 · $13,674+11.0%

+5.9%5 years · per year$13,310 · $14,108+7.1%

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.28%12-mo yield$129 · $809 on $10k8.09%

−9.0%Worst dropSmaller wins−6.7%

16.2%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · JEPI

0.2%BURL0.4%

0.2%LDOS0.2%

0.2%AFRM0.1%

0.2%TOST0.1%

Held in common0.8%

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

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

VB vs JEPI

Vanguard Morningstar Small-Cap

$13,310

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureVBJEPI

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.28%8.09%

5 years, per year+5.9%+7.1%

3 years, per year+18.5%+11.0%

Worst drop · 1Y−9.0%−6.7%

Volatility · 1Y16.2%8.8%

4–2measures won
JEPI first

0.8%

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: VB, JEPI

Today

0.8%most shared, VB and JEPI

VBJEPI

VB—0.8%

JEPI0.8%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VB$129 − $3 = $126

KeptFee

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