VOT vs JEPQ

AVOT

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$11,762VOT

Lowest cost0.05%VOT · $5 on $10k

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

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common2.7%VOT and JEPQ

VOT

JEPQ

Vanguard Morningstar Mid-Cap Growth ETF · $19.2BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+17.8%3 years · per year$16,330 · $17,450+20.4%

+3.3%5 years · per year$11,762 · […][…]

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

0.61%12-mo yield$61 · $1,228 on $10k12.28%

−14.2%Worst dropSmaller wins−8.8%

18.0%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOT · JEPQ

1.5%TER0.4%

1.8%ROST0.2%

0.5%CPRT0.2%

0.9%TTWO0.2%

Held in common2.7%

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

Both

5Y2 funds

#			Trend
1	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
2	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

Both

5Y2 funds

#			Trend
1	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
2	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

VOT vs JEPQ

VOT

Vanguard Morningstar Mid-Cap Growth

$11,762

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVOTJEPQ

Fee0.05%0.35%

Cost on $10k a year$5$35

Yield0.61%12.28%

5 years, per year+3.3%[…]

3 years, per year+17.8%+20.4%

Worst drop · 1Y−14.2%−8.8%

Volatility · 1Y18.0%15.5%

4–1measures won
JEPQ first

2.7%

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

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: VOT, JEPQ

Today

2.7%most shared, VOT and JEPQ

VOTJEPQ

VOT—2.7%

JEPQ2.7%—

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

VOT$61 − $5 = $56

KeptFee

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