Compare · 3 funds side by side · dividends reinvested

AFOS, JEPI and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

AFOS, JEPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.9

ARS Focused Opportunity Strategy ETFUnsorted0.46%0.24%+22.5%+30.3%[…][…]−16.5%25.0%$275M2.3

Rank among the three1st → 3rdFee, 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: AFOS 2025 · JEPI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ARS Focused Opportunity Strategy ETF · $275M[…]

AFOS

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 16.8% in common

AFOSMeasureJEPI

+22.5%Year to dateJan 1 → Nov 9+7.5%

+30.3%1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $13,679+11.0%

[…]5 years · per year$10,000 became […] · $14,448+7.6%

0.46%Expense ratio$46 · $35 a year on $10k · lower is better0.35%

0.24%Trailing 12-mo yield$24 · $793 a year on $10k7.93%

−16.5%Worst dropSmaller is better−6.7%

25.0%VolatilityLower is calmer9.0%

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

2–4JEPI wins

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

More Ways to See the Pairs

AFOS vs JEPI: Top 5 Holdings

Today

AFOS

22.2%in top 5

JEPI

in top 59.9%

AFOSStockJEPI

5.0%NEMnot top 5

4.7%MSFT2.0%

4.2%MPCnot top 5

4.2%NVDAnot top 5

4.1%GOOGLnot top 5

not top 5MA2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common16.8%

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

AFOS vs JEPI Returns, Every Period

ARSAFOS

+30.3%

past year

JEPIJ.P. Morgan

+10.9%

past year

AFOSJEPIFaded: behind in that period

2–0AFOS wins

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

Unsorted vs Income: AFOS vs JEPI

YTD

ARSAFOS

+22.5%

JEPIJ.P. Morgan

+7.5%

+22.5%Year to date+7.5%

−16.5%Worst drop · 1Y−6.7%

25.0%Volatility · 1Y9.0%

0.2%Yield7.9%

$275MAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: AFOS, JEPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

AFOS0.46%$46

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

Yields: AFOS, JEPI, VIG

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

VIG1.46%$146

AFOS0.24%$24

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VIG$146 − $4 = $142

AFOS$24 − $46 = −$22

KeptFee

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

Overlap: AFOS, JEPI, VIG

Today

31.2%most shared, JEPI and VIG

AFOSJEPIVIG

AFOS—16.8%14.7%

JEPI16.8%—31.2%

VIG14.7%31.2%—

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

Return vs Bumpiness: 3 ETFs

+30.3%AFOS, at 25.0% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

AFOSWorst drop−16.5%25.0% vol

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

Paid More vs Made More

YTD

JEPIAFOS

+7.5%Year to date+22.5%

7.9%Yield0.2%

+10.9%Past year+30.3%

0.35%Fee0.46%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026