VHT vs JEPQ

AVHT

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,322JEPI · VHT $14,313

Lowest cost0.09%VHT · $9 on $10k

Most income12.28%JEPQ · $1,228 on $10k

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

Held in common4.2%VHT and JEPQ

VHT

JEPQ

Vanguard Health Care ETF · $19.1BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+16.9%3 years · per year$15,988 · $17,450+20.4%

+7.4%5 years · per year$14,313 · […][…]

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

1.35%12-mo yield$135 · $1,228 on $10k12.28%

−10.4%Worst dropSmaller wins−8.8%

15.8%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVHT · JEPQ

2.0%ISRG0.7%

1.9%VRTX0.7%

1.1%REGN0.6%

6.5%ABBV0.5%

Held in common4.2%

End-of-day Nov 3, 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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AVHT	Vanguard Health Care ETFRead Desk	0.09%	1.35%	−0.1%	+19.6%	+28.1%	+16.9%	+7.4%	−10.4%	$19.1B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AVHT	Vanguard Health Care ETFRead Desk	0.09%	1.35%	−0.1%	+19.6%	+28.1%	+16.9%	+7.4%	−10.4%	$19.1B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 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

$14,313

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVHTJEPQ

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield1.35%12.28%

5 years, per year+7.4%[…]

3 years, per year+16.9%+20.4%

Worst drop · 1Y−10.4%−8.8%

Volatility · 1Y15.8%15.5%

4–1measures won
JEPQ first

4.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: VHT, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

VHTJEPQJEPI

VHT—4.2%11.9%

JEPQ4.2%—26.6%

JEPI11.9%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

VHT$135 − $9 = $126

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee