VT vs JEPQ

AVT

BJEPQ

Measures won3–2VT wins · of 6 · 5Y

$10,000 · 5Y$16,014VT · JEPI $14,322

Lowest cost0.06%VT · $6 on $10k

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

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

Held in common30.9%VT and JEPQ

JEPQ

Vanguard Total World Stock ETF · $81.8BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+22.6%3 years · per year$18,441 · $17,450+20.4%

+9.9%5 years · per year$16,014 · […][…]

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

1.56%12-mo yield$156 · $1,228 on $10k12.28%

−9.7%Worst dropSmaller wins−8.8%

14.0%VolatilityLower wins15.5%

3–2VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · JEPQ

4.5%NVDA6.9%

4.1%AAPL6.9%

3.2%MSFT5.5%

2.0%AMZN3.9%

Held in common30.9%

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	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.56%	0.0%	+10.9%	+12.2%	+22.6%	+9.9%	−9.7%	$81.8B
2	JEPI	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	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

All Three

5Y3 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.56%	0.0%	+10.9%	+12.2%	+22.6%	+9.9%	−9.7%	$81.8B
2	JEPI	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	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

VT vs JEPQ

Vanguard Total World Stock

$16,014

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVTJEPQ

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield1.56%12.28%

5 years, per year+9.9%[…]

3 years, per year+22.6%+20.4%

Worst drop · 1Y−9.7%−8.8%

Volatility · 1Y14.0%15.5%

3–2measures won
VT first

30.9%

holdings shared

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

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: VT, JEPQ, JEPI

Today

30.9%most shared, VT and JEPQ

VTJEPQJEPI

VT—30.9%27.8%

JEPQ30.9%—26.6%

JEPI27.8%26.6%—

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

JEPI$796 − $35 = $761

VT$156 − $6 = $150

KeptFee

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