VB vs JEPI5YVBVBAvsBJEPIJEPIVanguard Morningstar Small-Cap ETF · $76.9BJPMorgan Equity Premium Income ETF · $46.8BReturns · dividends in+18.5%3 years · per year$16,635 · $13,729+11.1%+6.0%5 years · per year$13,405 · $14,545+7.8%Cost and income0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%1.24%12-mo yield$124 · $784 on $10k
Overlap: VB, JEPI, VUGToday27.8%most shared, JEPI and VUGVBJEPIVUGVB—0.7%0.4%JEPI0.7%—27.8%VUG0.4%27.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
VB vs JEPI5YAVBVanguard Morningstar Small-Cap$13,405vsJEPIBJPMorgan Equity Premium Income$14,545$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%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.84%+1.0%+8.6%+11.2%+11.1%+7.8%−6.7%$46.8B3AVBVanguard Morningstar Small-Cap ETFReadDesk0.03%1.24%+0.8%+15.6%+17.3%+18.5%+6.0%−9.0%$76.9BEnd-of-day Nov 11, 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%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.84%+1.0%+8.6%+11.2%+11.1%+7.8%−6.7%$46.8B3AVBVanguard Morningstar Small-Cap ETFReadDesk0.03%1.24%+0.8%+15.6%+17.3%+18.5%+6.0%−9.0%$76.9BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
IWM vs VBYTDiSharesIWMiSA+15.8%vsBVVBVanguard+15.6%Jan 1Nov 11+15.8%+15.6%+15.8%Year to date+15.6%1.0%Yield1.2%$78.1BAssets$76.9B1–1levelEnd-of-day Nov 11, 2026
Overlap: VB, JEPI, VUGToday27.8%most shared, JEPI and VUGVBJEPIVUGVB—0.7%0.4%JEPI0.7%—27.8%VUG0.4%27.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$749most kept, JEPIJEPI$784 − $35 = $749VB$124 − $3 = $121VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee