VTI vs JEPQ

AVTI

BJEPQ

Measures won3–2VTI wins · of 6 · 5Y

$10,000 · 5Y$16,880VTI

Lowest cost0.03%VTI · $3 on $10k

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

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

Held in common47.7%VTI and JEPQ

VTI

JEPQ

Vanguard Morningstar Total Stock Market ETF · $689BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+23.8%3 years · per year$18,987 · $17,450+20.4%

+11.0%5 years · per year$16,880 · […][…]

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.06%12-mo yield$106 · $1,228 on $10k12.28%

−8.9%Worst dropSmaller wins−8.8%

13.0%VolatilityLower wins15.5%

3–2VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTI · JEPQ

7.1%NVDA6.9%

6.6%AAPL6.9%

5.2%MSFT5.5%

3.3%AMZN3.9%

Held in common47.7%

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	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
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	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
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

VTI vs JEPQ

VTI

Vanguard Morningstar Total Stock Market

$16,880

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVTIJEPQ

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.06%12.28%

5 years, per year+11.0%[…]

3 years, per year+23.8%+20.4%

Worst drop · 1Y−8.9%−8.8%

Volatility · 1Y13.0%15.5%

3–2measures won
VTI first

47.7%

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

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI 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

Overlap: VTI, JEPQ

Today

47.7%most shared, VTI and JEPQ

VTIJEPQ

VTI—47.7%

JEPQ47.7%—

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

VTI$106 − $3 = $103

KeptFee

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