VOT vs JEPI

AVOT

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · JEPI $14,322

Lowest cost0.03%VUG · $3 on $10k

Most income7.96%JEPI · $796 on $10k

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

Held in common8.7%VOT and JEPI

VOT

JEPI

Vanguard Morningstar Mid-Cap Growth ETF · $19.2BJPMorgan Equity Premium Income ETF · $46.0B

+17.8%3 years · per year$16,330 · $14,201+12.4%

+3.3%5 years · per year$11,762 · $14,322+7.4%

0.05%Expense ratio$5 · $35 on $10k · lower wins0.35%

0.61%12-mo yield$61 · $796 on $10k7.96%

−14.2%Worst dropSmaller wins−6.7%

18.0%VolatilityLower wins7.9%

2–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOT · JEPI

1.8%ROST1.2%

2.1%HWM1.2%

2.2%VRT1.0%

1.0%CMG0.8%

Held in common8.7%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	AVOT	Vanguard Morningstar Mid-Cap Growth ETFRead Desk	0.05%	0.61%	+1.1%	+4.2%	−0.2%	+17.8%	+3.3%	−14.2%	$19.2B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	AVOT	Vanguard Morningstar Mid-Cap Growth ETFRead Desk	0.05%	0.61%	+1.1%	+4.2%	−0.2%	+17.8%	+3.3%	−14.2%	$19.2B

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

VOT vs JEPI

VOT

Vanguard Morningstar Mid-Cap Growth

$11,762

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureVOTJEPI

Fee0.05%0.35%

Cost on $10k a year$5$35

Yield0.61%7.96%

5 years, per year+3.3%+7.4%

3 years, per year+17.8%+12.4%

Worst drop · 1Y−14.2%−6.7%

Volatility · 1Y18.0%7.9%

4–2measures won
JEPI first

8.7%

holdings shared

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

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

Overlap: VOT, JEPI, VUG

Today

26.6%most shared, JEPI and VUG

VOTJEPIVUG

VOT—8.7%10.2%

JEPI8.7%—26.6%

VUG10.2%26.6%—

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

VOT$61 − $5 = $56

VUG$41 − $3 = $38

KeptFee

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