VIS vs JEPQ

AVIS

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,150VIS

Lowest cost0.09%VIS · $9 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common2.2%VIS and JEPQ

VIS

JEPQ

Vanguard Industrials ETF · $8.0BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.5%3 years · per year$17,512 · $16,495+18.2%

+11.4%5 years · per year$17,150 · […][…]

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

0.94%12-mo yield$94 · $1,239 on $10k12.39%

−13.5%Worst dropSmaller wins−11.5%

19.2%VolatilityLower wins16.9%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIS · JEPQ

1.3%CSX0.7%

1.0%HON0.3%

2.4%DE0.3%

2.5%ETN0.3%

Held in common2.2%

End-of-day Nov 9, 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	AVIS	Vanguard Industrials ETFRead Desk		0.09%	0.94%	+4.0%	+9.7%	+11.5%	+20.5%	+11.4%	−13.5%	$8.0B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVIS	Vanguard Industrials ETFRead Desk		0.09%	0.94%	+4.0%	+9.7%	+11.5%	+20.5%	+11.4%	−13.5%	$8.0B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIS vs JEPQ

VIS

Vanguard Industrials

$17,150

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVISJEPQ

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield0.94%12.39%

5 years, per year+11.4%[…]

3 years, per year+20.5%+18.2%

Worst drop · 1Y−13.5%−11.5%

Volatility · 1Y19.2%16.9%

3–2measures won
JEPQ first

2.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VIS, JEPQ

Today

2.2%most shared, VIS and JEPQ

VISJEPQ

VIS—2.2%

JEPQ2.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VIS$94 − $9 = $85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee