Compare · 4 funds side by side · dividends reinvested

JEPQ, WCBR, VIG and VYM

JEPQJ.P. Morgan×WCBRWisdomTree×VIGVanguard×VYMVanguard×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$22,308WCBR · best of the four

02 / 04

JEPQ, WCBR, VIG and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.4

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPQ 2022 · WCBR 2021 · VIG 2006 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

WCBR

WisdomTree Cybersecurity Fund · $197M$15,057

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

JEPQMeasureWCBR

+6.6%Year to dateJan 1 → Nov 9+56.2%

+9.2%1 yearTotal return+41.4%

+18.2%3 years · per year$10,000 became $16,495 · $22,308+30.7%

[…]5 years · per year$10,000 became […] · $15,057+8.5%

0.35%Expense ratio$35 · $45 a year on $10k · lower is better0.45%

12.39%Trailing 12-mo yield$1,239 · $0 a year on $10k0.00%

−11.5%Worst dropSmaller is better−29.1%

16.9%VolatilityLower is calmer41.6%

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

4–3JEPQ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs WCBR: Top 5 Holdings

Today

JEPQ

28.9%in top 5

WCBR

in top 530.4%

JEPQStockWCBR

7.4%AAPLnot top 5

not top 5ZS7.0%

6.6%NVDAnot top 5

6.1%MSFTnot top 5

not top 5S6.1%

not top 5NTSK5.8%

not top 5CRWD5.8%

not top 5TENB5.7%

4.4%GOOGnot top 5

4.4%AMZNnot top 5

Held in common2.3%

End-of-day Nov 9, 2026 · share of each fund

JEPQ vs WCBR Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

WCBRWisdomTree

+41.4%

past year

JEPQWCBRFaded: behind in that period

0–3WCBR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

JEPQ vs VYM

YTD

J.P. MorganJEPQ

+6.6%

VYMVanguard

+15.4%

+6.6%Year to date+15.4%

−11.5%Worst drop · 1Y−6.7%

16.9%Volatility · 1Y10.8%

12.4%Yield2.3%

$40.7BAssets$78.9B

3–1VYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, WCBR, VIG, VYM

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VYM0.04%$4

JEPQ0.35%$35

WCBR0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPQ, WCBR, VIG, VYM

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

VYM2.26%$226

VIG1.46%$146

WCBR0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VYM$226 − $4 = $222

VIG$146 − $4 = $142

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCBR, VIG, VYM

Today

60.6%most shared, VIG and VYM

JEPQWCBRVIGVYM

JEPQ—2.3%26.2%12.1%

WCBR2.3%—0.0%0.2%

VIG26.2%0.0%—60.6%

VYM12.1%0.2%60.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.4%WCBR, at 41.6% volatility

VYMWorst drop−6.7%10.8% vol

VIGWorst drop−7.9%11.0% vol

JEPQWorst drop−11.5%16.9% vol

WCBRWorst drop−29.1%41.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCBR

+6.6%Year to date+56.2%

12.4%Yield0.0%

+9.2%Past year+41.4%

0.35%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026