Compare · 4 funds side by side · dividends reinvested

VIG, WCEO, JEPQ and DGRO

VIGVanguard×WCEOHypatia Capital×JEPQJ.P. Morgan×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941DGRO · best of the four

02 / 04

VIG, WCEO, JEPQ and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.5

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.5%+20.7%+18.6%[…]−7.3%14.3%$14M3.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: VIG 2006 · WCEO 2023 · JEPQ 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Vanguard Dividend Appreciation ETF · $109B$11,249

VIG

WCEO

Hypatia Women CEO ETF · $14M$11,646

$10,000 since Jan 1, dividends reinvested · they hold 4.8% in common

VIGMeasureWCEO

+12.5%Year to dateJan 1 → Nov 5+16.5%

+15.2%1 yearTotal return+20.7%

+18.9%3 years · per year$10,000 became $16,814 · $16,664+18.6%

+10.3%5 years · per year$10,000 became $16,331 · […][…]

0.04%Expense ratio$4 · $85 a year on $10k · lower is better0.85%

1.49%Trailing 12-mo yield$149 · $55 a year on $10k0.55%

−7.9%Worst dropSmaller is better−7.3%

10.8%VolatilityLower is calmer14.3%

VIGWCEO Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3VIG wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs WCEO: Top 5 Holdings

Today

VIG

22.1%in top 5

WCEO

in top 58.0%

VIGStockWCEO

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5CLX1.7%

not top 5ACI1.6%

not top 5KMI1.6%

not top 5TR1.6%

not top 5MPC1.5%

Held in common4.8%

End-of-day Nov 5, 2026 · share of each fund

VIG vs WCEO Returns, Every Period

VanguardVIG

+15.2%

past year

WCEOHypatia Capital

+20.7%

past year

VIGWCEOFaded: behind in that period

1–2WCEO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VIG vs JEPQ

YTD

VanguardVIG

+12.5%

JEPQJ.P. Morgan

+8.5%

+12.5%Year to date+8.5%

−7.9%Worst drop · 1Y−8.8%

10.8%Volatility · 1Y15.5%

1.5%Yield12.2%

$109BAssets$42.1B

3–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, WCEO, JEPQ, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

JEPQ0.35%$35

WCEO0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VIG, WCEO, JEPQ, DGRO

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

DGRO1.86%$186

VIG1.49%$149

WCEO0.55%$55

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

DGRO$186 − $8 = $178

VIG$149 − $4 = $145

WCEO$55 − $85 = −$30

KeptFee

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

Overlap: VIG, WCEO, JEPQ, DGRO

Today

68.5%most shared, VIG and DGRO

VIGWCEOJEPQDGRO

VIG—4.8%26.3%68.5%

WCEO4.8%—1.3%5.9%

JEPQ26.3%1.3%—19.5%

DGRO68.5%5.9%19.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+21.2%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

WCEOWorst drop−7.3%14.3% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDGRO

+8.5%Year to date+17.2%

12.2%Yield1.9%

+9.3%Past year+21.2%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

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

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