Compare · 2 funds side by side · dividends reinvested

VIG and JEPI

Not found: ACEI

VIGVanguard×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,495VIG · best of the two

02 / 04

VIG and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: VIG 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,495

VIG

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 30.7% in common

VIGMeasureJEPI

+14.0%Year to dateJan 1 → Nov 3+7.0%

+15.9%1 yearTotal return+9.8%

+20.2%3 years · per year$10,000 became $17,369 · $14,201+12.4%

+10.5%5 years · per year$10,000 became $16,495 · $14,322+7.4%

0.04%Expense ratio$4 · $35 a year on $10k · lower is better0.35%

1.47%Trailing 12-mo yield$147 · $796 a year on $10k7.96%

−7.9%Worst dropSmaller is better−6.7%

10.0%VolatilityLower is calmer7.9%

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

5–3VIG wins

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

More Ways to See the Pairs

VIG vs JEPI: Top 5 Holdings

Today

VIG

22.1%in top 5

JEPI

in top 59.5%

VIGStockJEPI

4.9%MSFT1.9%

4.9%AAPL1.9%

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common30.7%

End-of-day Nov 3, 2026 · share of each fund

VIG vs JEPI Returns, Every Period

VanguardVIG

+10.5%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

VIGJEPIFaded: behind in that period

4–0VIG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+14.0%

JEPIJ.P. Morgan

+7.0%

+14.0%Year to date+7.0%

−7.9%Worst drop · 1Y−6.7%

10.0%Volatility · 1Y7.9%

1.5%Yield8.0%

$109BAssets$46.0B

3–1JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VIG, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VIG, JEPI

Today

30.7%most shared, VIG and JEPI

VIGJEPI

VIG—30.7%

JEPI30.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%VIG, at 10.0% volatility

JEPIWorst drop−6.7%7.9% vol

VIGWorst drop−7.9%10.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+7.0%Year to date+14.0%

8.0%Yield1.5%

+9.8%Past year+15.9%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026