VHT vs JEPI

AVHT

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,205VHT · JEPI $14,118

Lowest cost0.09%VHT · $9 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common12.0%VHT and JEPI

VHT

JEPI

Vanguard Health Care ETF · $19.1BJPMorgan Equity Premium Income ETF · $46.8B

+16.4%3 years · per year$15,781 · $13,562+10.7%

+7.3%5 years · per year$14,205 · $14,118+7.1%

0.09%Expense ratio$9 · $35 on $10k · lower wins0.35%

1.35%12-mo yield$135 · $809 on $10k8.09%

−10.4%Worst dropSmaller wins−6.7%

16.3%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVHT · JEPI

8.8%JNJ1.8%

6.5%ABBV1.7%

12.9%LLY1.2%

1.1%REGN1.1%

Held in common12.0%

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
1	AVHT	Vanguard Health Care ETFRead Desk		0.09%	1.35%	0.0%	+19.8%	+27.4%	+16.4%	+7.3%	−10.4%	$19.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

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
1	AVHT	Vanguard Health Care ETFRead Desk		0.09%	1.35%	0.0%	+19.8%	+27.4%	+16.4%	+7.3%	−10.4%	$19.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

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

VHT vs JEPI

VHT

Vanguard Health Care

$14,205

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureVHTJEPI

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield1.35%8.09%

5 years, per year+7.3%+7.1%

3 years, per year+16.4%+10.7%

Worst drop · 1Y−10.4%−6.7%

Volatility · 1Y16.3%8.8%

3–3measures won
level

12.0%

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: VHT, JEPI

Today

12.0%most shared, VHT and JEPI

VHTJEPI

VHT—12.0%

JEPI12.0%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VHT$135 − $9 = $126

KeptFee

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