VTIP vs JEPI

AVTIP

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · JEPI $14,108

Lowest cost0.03%VTIP · $3 on $10k

Most income8.09%JEPI · $809 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 · $46.1B

+4.5%3 years · per year$11,408 · $13,674+11.0%

+2.7%5 years · per year$11,413 · $14,108+7.1%

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

4.81%12-mo yield$481 · $809 on $10k8.09%

−2.6%Worst dropSmaller wins−6.7%

2.2%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVTIP · JEPI

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

Held in common[…]

End-of-day Nov 5, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
3	AVTIP	Vanguard Short-Term Inflation-Protected Securities ETFRead Desk	0.03%	4.81%	+0.1%	+0.6%	+0.8%	+4.5%	+2.7%	−2.6%	$20.9B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
3	AVTIP	Vanguard Short-Term Inflation-Protected Securities ETFRead Desk	0.03%	4.81%	+0.1%	+0.6%	+0.8%	+4.5%	+2.7%	−2.6%	$20.9B

End-of-day Nov 5, 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

$11,413

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureVTIPJEPI

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield4.81%8.09%

5 years, per year+2.7%+7.1%

3 years, per year+4.5%+11.0%

Worst drop · 1Y−2.6%−6.7%

Volatility · 1Y2.2%8.8%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VTIP, JEPI, SCHD

Today

8.1%most shared, JEPI and SCHD

VTIPJEPISCHD

VTIP—[…][…]

JEPI[…]—8.1%

SCHD[…]8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VTIP$481 − $3 = $478

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee