Compare · 2 funds side by side · dividends reinvested

DGRE and JEPI

DGREWisdomTree×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,884DGRE · best of the two

02 / 04

DGRE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Emerging Markets Quality Dividend Growth FundIncome · Dividend stocks0.32%1.50%+20.4%+23.7%+22.3%+8.3%−13.7%26.0%$142M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DGRE 2013 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Emerging Markets Quality Dividend Growth Fund · $142M$14,884

DGRE

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DGREMeasureJEPI

+20.4%Year to dateJan 1 → Nov 4+8.8%

+23.7%1 yearTotal return+11.9%

+22.3%3 years · per year$10,000 became $18,291 · $14,269+12.6%

+8.3%5 years · per year$10,000 became $14,884 · $14,635+7.9%

0.32%Expense ratio$32 · $35 a year on $10k · lower is better0.35%

1.50%Trailing 12-mo yield$150 · $783 a year on $10k7.83%

−13.7%Worst dropSmaller is better−6.7%

26.0%VolatilityLower is calmer8.1%

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

5–3DGRE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DGRE vs JEPI: Top 5 Holdings

Today

DGRE

29.6%in top 5

JEPI

in top 59.5%

DGREStockJEPI

10.8%2330.TWnot top 5

8.6%005930.Knot top 5

6.7%000660.Knot top 5

2.0%2454.TWnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.4%ICTEFnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

DGRE vs JEPI Returns, Every Period

WisdomTreeDGRE

+8.3%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

DGREJEPIFaded: behind in that period

4–0DGRE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DGRE vs JEPI

YTD

WisdomTreeDGRE

+20.4%

JEPIJ.P. Morgan

+8.8%

+20.4%Year to date+8.8%

−13.7%Worst drop · 1Y−6.7%

26.0%Volatility · 1Y8.1%

1.5%Yield7.8%

$142MAssets$46.0B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DGRE, JEPI

Today

0.32%lowest, DGRE

FundExpense ratioFee$10k

DGRE0.32%$32

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DGRE, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

DGRE1.50%$150

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

DGRE$150 − $32 = $118

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DGRE, JEPI

Today

0.0%most shared, DGRE and JEPI

DGREJEPI

DGRE—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.7%DGRE, at 26.0% volatility

JEPIWorst drop−6.7%8.1% vol

DGREWorst drop−13.7%26.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDGRE

+8.8%Year to date+20.4%

7.8%Yield1.5%

+11.9%Past year+23.7%

0.35%Fee0.32%

3–1DGRE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026