Comparisons

Data-reference pages, not editorial. Every figure is pulled from SEC filings (N-PORT holdings, 497K fee tables) and dated — no real-time quotes, no fabricated numbers.

• JEPQ vs JEPI · updated 2026-07-17

  JEPQ vs JEPI: Nasdaq-focused vs S&P 500 covered-call income ETFs

  JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) vs JPMorgan Equity Premium Income ETF (JEPI) — same covered-call strategy, same 0.35% fee, but JEPQ tracks the Nasdaq-100 (higher growth, higher volatility) while JEPI tracks the S&P 500 (broader, lower beta); holdings and net assets from SEC filings.

• SCHD vs VYM · updated 2026-07-11

  SCHD vs VYM: quality-screened dividend growth vs broad high-yield

  Schwab U.S. Dividend Equity ETF (SCHD) vs Vanguard High Dividend Yield Index ETF (VYM) — a concentrated 100-ish-stock quality screen vs a 600+ name broad high-yield basket, expense ratio and holdings from SEC filings.

• VUG vs VOO · updated 2026-07-11

  VUG vs VOO: large-cap growth tilt vs S&P 500 breadth

  Vanguard Growth ETF (VUG) vs Vanguard S&P 500 ETF (VOO) — same fund family, same 0.03% fee, but VUG concentrates in ~150 growth names vs VOO's full 500; holdings and net assets from SEC filings.

• BND vs AGG · updated 2026-07-11

  BND vs AGG: Vanguard vs iShares total bond market ETFs

  Vanguard Total Bond Market ETF (BND) vs iShares Core U.S. Aggregate Bond ETF (AGG) — both track the broad US bond market at a 0.03% fee; the real difference is holdings count and index methodology, compared from SEC filings.

• VOO vs VTI · updated 2026-07-07

  VOO vs VTI: S&P 500 focus vs total-market breadth

  Vanguard S&P 500 ETF (VOO) vs Vanguard Total Stock Market ETF (VTI) — same 0.03% fee, so the real comparison is holdings coverage: ~500 large caps vs the entire US market, from SEC filings.

• QQQ vs VOO · updated 2026-07-07

  QQQ vs VOO: Nasdaq-100 concentration vs S&P 500 breadth

  Invesco QQQ Trust (QQQ) vs Vanguard S&P 500 ETF (VOO) — a 6x fee gap (0.18% vs 0.03%) buys a much more concentrated tech-heavy portfolio; holdings and net assets compared from SEC filings.

• JEPI vs SCHD · updated 2026-07-05

  JEPI vs SCHD: covered-call income vs dividend-growth ETF

  JPMorgan Equity Premium Income ETF (JEPI) vs Schwab U.S. Dividend Equity ETF (SCHD) — expense ratio, net assets, and top holdings compared from SEC filings.