JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) is a ETF from J.P. Morgan Asset Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JEPQ returned +17.73% while VTI returned +19.82%. Year to date, JEPQ is up 6.10% versus a gain of 10.14% for VTI.

Over three years, JEPQ compounded at +17.51% per year against +18.94% for VTI. Across the full 4-year window we track, JEPQ has the edge at +15.02% annualized vs +7.99%. Past performance does not guarantee future results.

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 13.9% for JEPQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -20.1% for JEPQ and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

JEPQ charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, JEPQ currently yields 10.12% against 1.07% for VTI.