WTLS vs JEPQ5YWTLSWTLSAvsBJEPQJEPQWisdomTree Efficient Long/Short U.S. Equity Fund · $16MJPMorgan Nasdaq Equity Premium Income ETF · $42.0BReturns · dividends in[…]3 years · per year[…] · $16,525+18.2%[…]5 years · per year[…]Cost and income0.89%Expense ratio$89 · $35 on $10k · lower wins0.35%0.00%12-mo yield$0 · $1,220 on $10k12.20%Risk · 1 year
$10,000 in WTLS, JEPQ, VUG5Y$10k startVUG $16.6kNov 2021Nov 2026End-of-day Nov 11, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: WTLS, JEPQ, VUGToday51.2%most shared, JEPQ and VUGWTLSJEPQVUGWTLS—0.0%0.0%JEPQ0.0%—51.2%VUG0.0%51.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
WTLS vs JEPQ5YAWTLSWisdomTree Efficient Long/Short U.S. Equity Fund[…]vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureWTLSJEPQFee0.89%0.35%Cost on $10k a year$89$35Yield0.00%12.20%5 years, per year[…][…]3 years, per year[…]+18.2%Worst drop · 1Y[…]−11.5%Volatility · 1Y[…]16.9%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2AWTLSWisdomTree Efficient Long/Short U.S. Equity FundReadDesk0.89%0.00%+2.1%newnewnewnew[…]$16M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.20%+2.0%+8.1%+9.0%+18.2%new−11.5%$42.0BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2AWTLSWisdomTree Efficient Long/Short U.S. Equity FundReadDesk0.89%0.00%+2.1%newnewnewnew[…]$16M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.20%+2.0%+8.1%+9.0%+18.2%new−11.5%$42.0BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
Overlap: WTLS, JEPQ, VUGToday51.2%most shared, JEPQ and VUGWTLSJEPQVUGWTLS—0.0%0.0%JEPQ0.0%—51.2%VUG0.0%51.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,185most kept, JEPQJEPQ$1,220 − $35 = $1,185VUG$41 − $3 = $38WTLS$0 − $89 = −$89KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee