Compare · 3 funds side by side · dividends reinvested

DGRO, VIG and JEPI

Not found: WCEO

DGROiShares×VIGVanguard×JEPIJ.P. Morgan×

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,408DGRO · best of the three

02 / 04

DGRO, VIG and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$46.1B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DGRO 2014 · VIG 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $46.1B$17,573

DGRO

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 68.4% in common

DGROMeasureVIG

+20.6%Year to dateJan 1 → Nov 4+16.4%

+24.5%1 yearTotal return+18.9%

+22.6%3 years · per year$10,000 became $18,408 · $17,533+20.6%

+11.9%5 years · per year$10,000 became $17,573 · $17,005+11.2%

0.08%Expense ratio$8 · $4 a year on $10k · lower is better0.04%

1.81%Trailing 12-mo yield$181 · $144 a year on $10k1.44%

−6.5%Worst dropSmaller is better−7.9%

9.7%VolatilityLower is calmer10.2%

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

7–1DGRO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DGRO vs VIG: Top 5 Holdings

Today

DGRO

14.8%in top 5

VIG

in top 522.1%

DGROStockVIG

3.0%MSFT4.9%

2.9%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.2%XOMnot top 5

3.0%ABBVnot top 5

2.7%JNJnot top 5

Held in common68.4%

End-of-day Nov 4, 2026 · share of each fund

DGRO vs VIG Returns, Every Period

iSharesDGRO

+11.9%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

DGROVIGFaded: behind in that period

4–0DGRO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DGRO vs JEPI

YTD

iSharesDGRO

+20.6%

JEPIJ.P. Morgan

+8.8%

+20.6%Year to date+8.8%

−6.5%Worst drop · 1Y−6.7%

9.7%Volatility · 1Y8.1%

1.8%Yield7.8%

$46.1BAssets$46.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DGRO, VIG, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DGRO, VIG, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

DGRO1.81%$181

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

DGRO$181 − $8 = $173

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DGRO, VIG, JEPI

Today

68.4%most shared, DGRO and VIG

DGROVIGJEPI

DGRO—68.4%34.1%

VIG68.4%—30.7%

JEPI34.1%30.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.5%DGRO, at 9.7% volatility

JEPIWorst drop−6.7%8.1% vol

DGROWorst drop−6.5%9.7% vol

VIGWorst drop−7.9%10.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDGRO

+8.8%Year to date+20.6%

7.8%Yield1.8%

+11.9%Past year+24.5%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026