VGIT vs JEPI

AVGIT

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,108JEPI · VGIT $10,137

Lowest cost0.03%VGIT · $3 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−4.6%VGIT · worst fall in 1Y

Held in common[…]VGIT and JEPI

VGIT

JEPI

Vanguard Intermediate-Term Treasury ETF · $39.7BJPMorgan Equity Premium Income ETF · $46.8B

+4.7%3 years · per year$11,481 · $13,674+11.0%

+0.3%5 years · per year$10,137 · $14,108+7.1%

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

3.98%12-mo yield$398 · $809 on $10k8.09%

−4.6%Worst dropSmaller wins−6.7%

3.5%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVGIT · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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%	$46.8B
2	AVGIT	Vanguard Intermediate-Term Treasury ETFRead Desk		0.03%	3.98%	+0.4%	−0.3%	+0.2%	+4.7%	+0.3%	−4.6%	$39.7B

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%	$46.8B
2	AVGIT	Vanguard Intermediate-Term Treasury ETFRead Desk		0.03%	3.98%	+0.4%	−0.3%	+0.2%	+4.7%	+0.3%	−4.6%	$39.7B

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

VGIT vs JEPI

VGIT

Vanguard Intermediate-Term Treasury

$10,137

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureVGITJEPI

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield3.98%8.09%

5 years, per year+0.3%+7.1%

3 years, per year+4.7%+11.0%

Worst drop · 1Y−4.6%−6.7%

Volatility · 1Y3.5%8.8%

3–3measures won
level

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%

$42.6BAssets$46.8B

2–0JEPQ 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VGIT, JEPI

Today

[…]holdings […]

VGITJEPI

VGIT—[…]

JEPI[…]—

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

VGIT$398 − $3 = $395

KeptFee

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