VB vs JEPI

AVB

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · JEPI $14,118

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 · $45.2B

+18.5%3 years · per year$16,654 · $13,562+10.7%

+6.0%5 years · per year$13,413 · $14,118+7.1%

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

1.28%12-mo yield$128 · $809 on $10k8.09%

−9.0%Worst dropSmaller wins−6.7%

16.2%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsAll three, one 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 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

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

VB vs JEPI

Vanguard Morningstar Small-Cap

$13,414

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureVBJEPI

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.28%8.09%

5 years, per year+6.0%+7.1%

3 years, per year+18.5%+10.7%

Worst drop · 1Y−9.0%−6.7%

Volatility · 1Y16.2%8.8%

4–2measures won
JEPI first

0.8%

holdings shared

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

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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

Overlap: VB, JEPI, SCHD

Today

8.2%most shared, JEPI and SCHD

VBJEPISCHD

VB—0.8%2.8%

JEPI0.8%—8.2%

SCHD2.8%8.2%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

VB$128 − $3 = $125

KeptFee

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