Compare · 3 funds side by side · dividends reinvested

AIYY, JEPI and DGRO

AIYYYieldMax×JEPIJ.P. Morgan×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,027DGRO · best of the three

02 / 04

AIYY, JEPI and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

YieldMax AI Option Income Strategy ETFIncome · Premium income0.99%110.06%−28.9%−43.4%[…][…]−51.9%47.9%$46M2.7

Rank among the three1st → 3rdFee, 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: AIYY 2023 · JEPI 2020 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax AI Option Income Strategy ETF · $46M[…]

AIYY

JEPI

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

$10,000 five years ago, dividends reinvested

AIYYMeasureJEPI

−28.9%Year to dateJan 1 → Nov 3+7.0%

−43.4%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $14,201+12.4%

[…]5 years · per year$10,000 became […] · $14,322+7.4%

0.99%Expense ratio$99 · $35 a year on $10k · lower is better0.35%

110.06%Trailing 12-mo yield$11,006 · $796 a year on $10k7.96%

−51.9%Worst dropSmaller is better−6.7%

47.9%VolatilityLower is calmer7.9%

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

1–5JEPI wins

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

More Ways to See the Pairs

AIYY vs JEPI: Top 5 Holdings

Today

AIYY

[…]in top 5

JEPI

in top 59.5%

AIYYStockJEPI

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common[…]

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

AIYY vs JEPI Returns, Every Period

YieldMaxAIYY

−43.4%

past year

JEPIJ.P. Morgan

+9.8%

past year

AIYYJEPIFaded: behind in that period

0–2JEPI wins

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

AIYY vs JEPI

YTD

YieldMaxAIYY

−28.9%

JEPIJ.P. Morgan

+7.0%

−28.9%Year to date+7.0%

−51.9%Worst drop · 1Y−6.7%

47.9%Volatility · 1Y7.9%

110.1%Yield8.0%

$46.1MAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: AIYY, JEPI, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPI0.35%$35

AIYY0.99%$99

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

Yields: AIYY, JEPI, DGRO

110.06%highest, AIYY

FundTrailing yieldYield$10k

AIYY110.06%$11,006

JEPI7.96%$796

DGRO1.85%$185

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

Income After Fees on $10,000

$10,907most kept, AIYY

AIYY$11,006 − $99 = $10,907

JEPI$796 − $35 = $761

DGRO$185 − $8 = $177

KeptFee

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

Overlap: AIYY, JEPI, DGRO

Today

34.0%most shared, JEPI and DGRO

AIYYJEPIDGRO

AIYY—[…][…]

JEPI[…]—34.0%

DGRO[…]34.0%—

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

Return vs Bumpiness: 3 ETFs

+21.0%DGRO, at 9.5% volatility

JEPIWorst drop−6.7%7.9% vol

DGROWorst drop−6.5%9.5% vol

AIYYWorst drop−51.9%47.9% vol

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

Paid More vs Made More

YTD

AIYYDGRO

−28.9%Year to date+18.0%

110.1%Yield1.8%

−43.4%Past year+21.0%

0.99%Fee0.08%

3–1DGRO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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