VUSB vs JEPI

AVUSB

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,108JEPI · VUSB $12,017

Lowest cost0.10%VUSB · $10 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−0.4%VUSB · worst fall in 1Y

Held in common[…]VUSB and JEPI

VUSB

JEPI

Vanguard Ultra-Short Bond ETF · $9.9BJPMorgan Equity Premium Income ETF · $46.1B

+5.2%3 years · per year$11,646 · $13,674+11.0%

+3.7%5 years · per year$12,016 · $14,108+7.1%

0.10%Expense ratio$10 · $35 on $10k · lower wins0.35%

4.27%12-mo yield$427 · $809 on $10k8.09%

−0.4%Worst dropSmaller wins−6.7%

0.7%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVUSB · 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

Both

5Y2 funds

#			Trend
1	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
2	AVUSB	Vanguard Ultra-Short Bond ETFRead Desk		0.10%	4.27%	+0.1%	+2.9%	+3.7%	+5.2%	+3.7%	−0.4%	$9.9B

End-of-day Nov 5, 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%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	AVUSB	Vanguard Ultra-Short Bond ETFRead Desk		0.10%	4.27%	+0.1%	+2.9%	+3.7%	+5.2%	+3.7%	−0.4%	$9.9B

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

VUSB vs JEPI

VUSB

Vanguard Ultra-Short Bond

$12,016

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureVUSBJEPI

Fee0.10%0.35%

Cost on $10k a year$10$35

Yield4.27%8.09%

5 years, per year+3.7%+7.1%

3 years, per year+5.2%+11.0%

Worst drop · 1Y−0.4%−6.7%

Volatility · 1Y0.7%8.8%

3–3measures won
level

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

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

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

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: VUSB, JEPI

Today

[…]holdings […]

VUSBJEPI

VUSB—[…]

JEPI[…]—

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

VUSB$427 − $10 = $417

KeptFee

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