VHT vs JEPQ

AVHT

BJEPQ

Measures won3–2VHT wins · of 6 · 5Y

$10,000 · 5Y$14,205VHT

Lowest cost0.09%VHT · $9 on $10k

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

Smallest drop−10.4%VHT · worst fall in 1Y

Held in common4.4%VHT and JEPQ

VHT

JEPQ

Vanguard Health Care ETF · $19.1BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+16.4%3 years · per year$15,781 · $16,202+17.4%

+7.3%5 years · per year$14,205 · […][…]

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

1.35%12-mo yield$135 · $1,279 on $10k12.79%

−10.4%Worst dropSmaller wins−11.5%

16.3%VolatilityLower wins16.7%

3–2VHT wins

$10,000 · 5 yearsOne scale

Shared top holdingsVHT · JEPQ

2.0%ISRG0.8%

1.9%VRTX0.7%

1.1%REGN0.6%

6.5%ABBV0.5%

Held in common4.4%

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	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
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	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

VHT vs JEPQ

VHT

Vanguard Health Care

$14,205

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVHTJEPQ

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield1.35%12.79%

5 years, per year+7.3%[…]

3 years, per year+16.4%+17.4%

Worst drop · 1Y−10.4%−11.5%

Volatility · 1Y16.3%16.7%

3–2measures won
VHT first

4.4%

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, JEPQ

Today

4.4%most shared, VHT and JEPQ

VHTJEPQ

VHT—4.4%

JEPQ4.4%—

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

VHT$135 − $9 = $126

KeptFee

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