Compare · 2 funds side by side · dividends reinvested

VIG and JEPI

Not found: CSCL

VIGVanguard×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · 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%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.6

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

End-of-day Nov 5, 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$16,331

VIG

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

$10,000 five years ago, dividends reinvested · they hold 30.9% in common

VIGMeasureJEPI

+12.5%Year to dateJan 1 → Nov 5+5.2%

+15.2%1 yearTotal return+8.3%

+18.9%3 years · per year$10,000 became $16,814 · $13,674+11.0%

+10.3%5 years · per year$10,000 became $16,331 · $14,108+7.1%

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

1.49%Trailing 12-mo yield$149 · $809 a year on $10k8.09%

−7.9%Worst dropSmaller is better−6.7%

10.8%VolatilityLower is calmer8.8%

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

5–3VIG wins

End-of-day Nov 5, 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 59.9%

VIGStockJEPI

4.9%MSFT2.0%

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 5MMM1.9%

not top 5V1.9%

Held in common30.9%

End-of-day Nov 5, 2026 · share of each fund

VIG vs JEPI Returns, Every Period

VanguardVIG

+10.3%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

VIGJEPIFaded: behind in that period

4–0VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+12.5%

JEPIJ.P. Morgan

+5.2%

+12.5%Year to date+5.2%

−7.9%Worst drop · 1Y−6.7%

10.8%Volatility · 1Y8.8%

1.5%Yield8.1%

$109BAssets$46.8B

3–1JEPI wins

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: VIG, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VIG, JEPI

Today

30.9%most shared, VIG and JEPI

VIGJEPI

VIG—30.9%

JEPI30.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+5.2%Year to date+12.5%

8.1%Yield1.5%

+8.3%Past year+15.2%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026