VB vs JEPQ

AVB

BJEPQ

Measures won4–1VB wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VB $13,413

Lowest cost0.03%VB · $3 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.3%VB and JEPQ

JEPQ

Vanguard Morningstar Small-Cap ETF · $76.9BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+18.5%3 years · per year$16,654 · $16,202+17.4%

+6.0%5 years · per year$13,413 · […][…]

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

1.28%12-mo yield$128 · $1,279 on $10k12.79%

−9.0%Worst dropSmaller wins−11.5%

16.2%VolatilityLower wins16.7%

4–1VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · JEPQ

0.4%MRNA0.2%

0.1%HUBS0.1%

Held in common0.3%

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	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
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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	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
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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 JEPQ

Vanguard Morningstar Small-Cap

$13,413

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVBJEPQ

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.28%12.79%

5 years, per year+6.0%[…]

3 years, per year+18.5%+17.4%

Worst drop · 1Y−9.0%−11.5%

Volatility · 1Y16.2%16.7%

4–1measures won
VB first

0.3%

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, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

VBJEPQSCHD

VB—0.3%2.8%

JEPQ0.3%—3.8%

SCHD2.8%3.8%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

VB$128 − $3 = $125

KeptFee

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