VTIP vs JEPI

AVTIP

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,635JEPI · VTIP $11,362

Lowest cost0.03%VTIP · $3 on $10k

Most income7.83%JEPI · $783 on $10k

Smallest drop−2.6%VTIP · worst fall in 1Y

Held in common[…]VTIP and JEPI

VTIP

JEPI

Vanguard Short-Term Inflation-Protected Securities ETF · $20.9BJPMorgan Equity Premium Income ETF · $46.0B

+4.4%3 years · per year$11,386 · $14,269+12.6%

+2.6%5 years · per year$11,362 · $14,635+7.9%

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

4.82%12-mo yield$482 · $783 on $10k7.83%

−2.6%Worst dropSmaller wins−6.7%

2.2%VolatilityLower wins8.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVTIP · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.0B
2	AVTIP	Vanguard Short-Term Inflation-Protected Securities ETFRead Desk		0.03%	4.82%	−0.2%	+0.4%	+0.7%	+4.4%	+2.6%	−2.6%	$20.9B

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.0B
2	AVTIP	Vanguard Short-Term Inflation-Protected Securities ETFRead Desk		0.03%	4.82%	−0.2%	+0.4%	+0.7%	+4.4%	+2.6%	−2.6%	$20.9B

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

VTIP vs JEPI

VTIP

Vanguard Short-Term Inflation-Protected Securities

$11,362

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureVTIPJEPI

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield4.82%7.83%

5 years, per year+2.6%+7.9%

3 years, per year+4.4%+12.6%

Worst drop · 1Y−2.6%−6.7%

Volatility · 1Y2.2%8.1%

3–3measures won
level

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%

$41.8BAssets$46.0B

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%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VTIP, JEPI

Today

[…]holdings […]

VTIPJEPI

VTIP—[…]

JEPI[…]—

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

VTIP$482 − $3 = $479

KeptFee

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