VT vs JEPQ

AVT

BJEPQ

Measures won3–2VT wins · of 6 · 5Y

$10,000 · 5Y$16,384VT

Lowest cost0.06%VT · $6 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common30.9%VT and JEPQ

JEPQ

Vanguard Total World Stock ETF · $81.8BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+22.8%3 years · per year$18,538 · $17,406+20.3%

+10.4%5 years · per year$16,384 · […][…]

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

1.53%12-mo yield$153 · $1,217 on $10k12.17%

−9.7%Worst dropSmaller wins−8.8%

14.1%VolatilityLower wins15.5%

3–2VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsVT · JEPQ

4.5%NVDA7.1%

4.1%AAPL6.8%

3.2%MSFT5.6%

2.0%AMZN4.0%

Held in common30.9%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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 JEPQ

Vanguard Total World Stock

$16,384

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVTJEPQ

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield1.53%12.17%

5 years, per year+10.4%[…]

3 years, per year+22.8%+20.3%

Worst drop · 1Y−9.7%−8.8%

Volatility · 1Y14.1%15.5%

3–2measures won
VT first

30.9%

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, JEPQ

Today

30.9%most shared, VT and JEPQ

VTJEPQ

VT—30.9%

JEPQ30.9%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VT$153 − $6 = $147

KeptFee

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