Compare · 3 funds side by side · dividends reinvested

AFOS, JEPQ 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, JEPQ 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%$109B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.1

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 · JEPQ 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

AFOS

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 20.4% in common

AFOSMeasureJEPQ

+22.5%Year to dateJan 1 → Nov 9+6.6%

+30.3%1 yearTotal return+9.2%

[…]3 years · per year$10,000 became […] · $16,495+18.2%

[…]5 years · per year[…]

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

0.24%Trailing 12-mo yield$24 · $1,239 a year on $10k12.39%

−16.5%Worst dropSmaller is better−11.5%

25.0%VolatilityLower is calmer16.9%

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

2–4JEPQ 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 JEPQ: Top 5 Holdings

Today

AFOS

22.2%in top 5

JEPQ

in top 528.6%

AFOSStockJEPQ

not top 5AAPL7.3%

4.2%NVDA6.7%

4.7%MSFT6.0%

5.0%NEMnot top 5

not top 5GOOG4.4%

not top 5AMZN4.3%

4.2%MPCnot top 5

4.1%GOOGLnot top 5

Held in common20.4%

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

AFOS vs JEPQ Returns, Every Period

ARSAFOS

+30.3%

past year

JEPQJ.P. Morgan

+9.2%

past year

AFOSJEPQFaded: 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 JEPQ

YTD

ARSAFOS

+22.5%

JEPQJ.P. Morgan

+6.6%

+22.5%Year to date+6.6%

−16.5%Worst drop · 1Y−11.5%

25.0%Volatility · 1Y16.9%

0.2%Yield12.4%

$275MAssets$40.7B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: AFOS, JEPQ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPQ0.35%$35

AFOS0.46%$46

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

Yields: AFOS, JEPQ, VIG

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

VIG1.46%$146

AFOS0.24%$24

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

VIG$146 − $4 = $142

AFOS$24 − $46 = −$22

KeptFee

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

Overlap: AFOS, JEPQ, VIG

Today

26.2%most shared, JEPQ and VIG

AFOSJEPQVIG

AFOS—20.4%14.7%

JEPQ20.4%—26.2%

VIG14.7%26.2%—

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

VIGWorst drop−7.9%11.0% vol

JEPQWorst drop−11.5%16.9% 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

JEPQAFOS

+6.6%Year to date+22.5%

12.4%Yield0.2%

+9.2%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%

$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

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026