Compare · 3 funds side by side · dividends reinvested

DFII, JEPI and VIG

DFIIFirst Trust×JEPIJ.P. Morgan×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

DFII, JEPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.8

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.23%−15.8%−27.8%[…][…]−42.6%41.9%$21M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFII 2025 · JEPI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Bitcoin Strategy & Target Income ETF · $21M[…]

DFII

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested

DFIIMeasureJEPI

−15.8%Year to dateJan 1 → Nov 6+5.3%

−27.8%1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

20.23%Trailing 12-mo yield$2,023 · $809 a year on $10k8.09%

−42.6%Worst dropSmaller is better−6.7%

41.9%VolatilityLower is calmer8.8%

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

1–5JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFII vs JEPI: Top 5 Holdings

Today

DFII

[…]in top 5

JEPI

in top 59.9%

DFIIStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

DFII vs JEPI Returns, Every Period

First TrustDFII

−27.8%

past year

JEPIJ.P. Morgan

+8.2%

past year

DFIIJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFII vs JEPI

YTD

First TrustDFII

−15.8%

JEPIJ.P. Morgan

+5.3%

−15.8%Year to date+5.3%

−42.6%Worst drop · 1Y−6.7%

41.9%Volatility · 1Y8.8%

20.2%Yield8.1%

$20.7MAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFII, JEPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

DFII0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFII, JEPI, VIG

20.23%highest, DFII

FundTrailing yieldYield$10k

DFII20.23%$2,023

JEPI8.09%$809

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,938most kept, DFII

DFII$2,023 − $85 = $1,938

JEPI$809 − $35 = $774

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFII, JEPI, VIG

Today

30.7%most shared, JEPI and VIG

DFIIJEPIVIG

DFII—[…][…]

JEPI[…]—30.7%

VIG[…]30.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

DFIIWorst drop−42.6%41.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFIIVIG

−15.8%Year to date+12.1%

20.2%Yield1.5%

−27.8%Past year+14.3%

0.85%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026