VGMS vs JEPQ

AVGMS

BJEPQ

Measures won3–1VGMS wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.30%VGMS · $30 on $10k

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

Smallest drop−2.7%VGMS · worst fall in 1Y

Held in common0.0%VGMS and JEPQ

VGMS

JEPQ

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETF · $298MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

[…]3 years · per year[…] · $16,202+17.4%

[…]5 years · per year[…]

0.30%Expense ratio$30 · $35 on $10k · lower wins0.35%

5.55%12-mo yield$555 · $1,279 on $10k12.79%

−2.7%Worst dropSmaller wins−11.5%

3.4%VolatilityLower wins16.7%

3–1VGMS wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsVGMS · JEPQ

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AVGMS	Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFRead Desk		0.30%	5.55%	0.0%	+1.0%	+2.4%	new	new	−2.7%	$298M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AVGMS	Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFRead Desk		0.30%	5.55%	0.0%	+1.0%	+2.4%	new	new	−2.7%	$298M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

VGMS vs JEPQ

VGMS

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVGMSJEPQ

Fee0.30%0.35%

Cost on $10k a year$30$35

Yield5.55%12.79%

5 years, per year[…][…]

3 years, per year[…]+17.4%

Worst drop · 1Y−2.7%−11.5%

Volatility · 1Y3.4%16.7%

3–1measures won
VGMS first

0.0%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VGMS, JEPQ

Today

0.0%most shared, VGMS and JEPQ

VGMSJEPQ

VGMS—0.0%

JEPQ0.0%—

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

VGMS$555 − $30 = $525

KeptFee

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