VB vs JEPQ

AVB

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,105VB

Lowest cost0.03%VB · $3 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.2%VB and JEPQ

JEPQ

Vanguard Morningstar Small-Cap ETF · $76.9BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+20.5%3 years · per year$17,489 · $17,406+20.3%

+7.1%5 years · per year$14,105 · […][…]

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

1.23%12-mo yield$123 · $1,217 on $10k12.17%

−9.0%Worst dropSmaller wins−8.8%

15.7%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · JEPQ

0.4%MRNA0.2%

0.1%HUBS0.1%

Held in common0.2%

End-of-day Nov 4, 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	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VB vs JEPQ

Vanguard Morningstar Small-Cap

$14,105

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVBJEPQ

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.23%12.17%

5 years, per year+7.1%[…]

3 years, per year+20.5%+20.3%

Worst drop · 1Y−9.0%−8.8%

Volatility · 1Y15.7%15.5%

3–2measures won
JEPQ first

0.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: VB, JEPQ

Today

0.2%most shared, VB and JEPQ

VBJEPQ

VB—0.2%

JEPQ0.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VB$123 − $3 = $120

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee