JEPI vs VYM — stock comparison tool

JEPI currently yields 7.96% TTM versus VYM at 2.28%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

JEPIVYM
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
JEPI
VYM

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

JEPI Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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VYM Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
JEPI$57.36
—

JPMorgan Equity Premium Income ETF

VYM$161.15
—

Vanguard High Dividend Yield ETF

Dividend Information

Dividend Yield
7.96%
2.28%
Annual Dividend
$4.56
$3.68
Dividend Growth (5yr)
-
-
Years of Growth
1
15
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

JEPI

135 holdings
Cash & Others17.37%
Technology15.49%
Healthcare11.64%
Industrials10.09%
Financial Services9.71%
Consumer Cyclical8.72%
Consumer Defensive8.54%
Communication Services7.46%
Utilities4.63%
Energy3.13%
Real Estate1.92%
Basic Materials1.31%

Top 10 holdings

NameWeight
MSFTMICROSOFT CORP COMMON1.99%
AAPLAPPLE INC COMMON STOCK1.94%
AMZNAMAZON.COM INC COMMON1.91%
MAMASTERCARD INC COMMON1.91%
VVISA INC COMMON STOCK1.82%
NVDANVIDIA CORP COMMON STOCK1.80%
METAMETA PLATFORMS INC1.80%
ABBVABBVIE INC COMMON STOCK1.74%
GOOGLALPHABET INC-CL A -1.72%
EOGEOG RESOURCES INC COMMON1.71%
Top 1018.34%

VYM

589 holdings
Financial Services20.86%
Technology17.52%
Healthcare14.05%
Industrials11.63%
Energy10.18%
Consumer Defensive8.22%
Consumer Cyclical6.00%
Utilities5.04%
Communication Services3.26%
Basic Materials3.22%
Cash & Others0.01%
Real Estate0.01%

Top 10 holdings

NameWeight
AVGOBroadcom Inc6.93%
JPMJPMorgan Chase & Co3.75%
XOMExxonMobil Holdings Corp2.84%
JNJJohnson & Johnson2.71%
ABBVAbbVie Inc1.96%
CSCOCisco Systems Inc1.80%
CVXChevron Corp1.61%
CATCaterpillar Inc1.56%
MRKMerck & Co Inc1.52%
BACBank of America Corp1.50%
Top 1026.18%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

594159
JEPISharedVYM

Overlap by weight

24%

Share of portfolio weight that appears in both funds.

# overlapping holdings

41

JEPI: 41% also in VYMVYM: 41% also in JEPI

JEPI: showing top 100 holdings by weight (of 135) · VYM: showing top 100 holdings by weight (of 589). Overlap counts use this top slice, not the full fund book.

Sector drift (JEPI vs VYM)

Left = heavier in JEPI. Right = heavier in VYM.

JEPI overweight (left)VYM overweight (right)
41 shown

Overlapping tickers

ABBV		1.7%2.0%1.7%
JNJ		1.7%2.7%1.7%
AVGO		1.6%6.9%1.6%
PM		1.6%1.3%1.3%
RTX		1.2%1.1%1.1%
C		1.0%0.9%0.9%
DIS		1.0%0.8%0.8%
PEP		1.0%0.7%0.7%
ETN		1.3%0.7%0.7%
NEE		1.7%0.7%0.7%

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JEPI vs VYM Dividend Comparison | DRIP Tool | Dividend Wealth