VMBS vs JEPQ

AVMBS

BJEPQ

Measures won3–2VMBS wins · of 6 · 5Y

$10,000 · 5Y$10,169VMBS

Lowest cost0.03%VMBS · $3 on $10k

Most income12.45%JEPQ · $1,245 on $10k

Smallest drop−5.1%VMBS · worst fall in 1Y

Held in common[…]VMBS and JEPQ

VMBS

JEPQ

Vanguard Mortgage-Backed Securities ETF · $15.5BJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+5.4%3 years · per year$11,704 · $16,284+17.6%

+0.3%5 years · per year$10,169 · […][…]

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

4.34%12-mo yield$434 · $1,245 on $10k12.45%

−5.1%

End-of-day Nov 10, 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	AVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk		0.03%	4.34%	−0.8%	−0.4%	+0.3%	+5.4%	+0.3%	−5.1%	$15.5B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk		0.03%	4.34%	−0.8%	−0.4%	+0.3%	+5.4%	+0.3%	−5.1%	$15.5B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VMBS vs JEPQ

VMBS

Vanguard Mortgage-Backed Securities

$10,169

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVMBSJEPQ

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield4.34%12.45%

5 years, per year+0.3%[…]

3 years, per year+5.4%+17.6%

Worst drop · 1Y−5.1%−11.5%

Volatility · 1Y4.7%

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VMBS vs JEPQ

Both

Both

$10,000 in VMBS, JEPQ

Overlap: VMBS, JEPQ

VMBS vs JEPQ

JEPQ vs JEPI

SCHD vs VIG

SPYM vs SPY

Overlap: VMBS, JEPQ

Income After Fees on $10,000