VT vs JEPI

AVT

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,384VT · JEPI $14,635

Lowest cost0.06%VT · $6 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common28.2%VT and JEPI

JEPI

Vanguard Total World Stock ETF · $81.8BJPMorgan Equity Premium Income ETF · $46.1B

+22.8%3 years · per year$18,538 · $14,269+12.6%

+10.4%5 years · per year$16,384 · $14,635+7.9%

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

1.53%12-mo yield$153 · $783 on $10k7.83%

−9.7%Worst dropSmaller wins−6.7%

14.1%VolatilityLower wins8.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVT · JEPI

3.2%MSFT1.9%

4.1%AAPL1.9%

2.0%AMZN1.8%

4.5%NVDA1.7%

Held in common28.2%

End-of-day Nov 4, 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	AVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VT vs JEPI

Vanguard Total World Stock

$16,384

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureVTJEPI

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield1.53%7.83%

5 years, per year+10.4%+7.9%

3 years, per year+22.8%+12.6%

Worst drop · 1Y−9.7%−6.7%

Volatility · 1Y14.1%8.1%

3–3measures won
level

28.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VT, JEPI

Today

28.2%most shared, VT and JEPI

VTJEPI

VT—28.2%

JEPI28.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

VT$153 − $6 = $147

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee