Compare · 3 funds side by side · dividends reinvested

DGRO, JEPI and DRAM

DGROiShares×JEPIJ.P. Morgan×DRAMRoundhill×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,091DGRO · best of the three

Story of the three · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the three · RiskSmallest drop

DGRO, JEPI and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.6%+21.4%+20.7%+11.3%−6.5%10.3%$45.9B1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B1.8

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$16.6B3.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: DGRO 2014 · JEPI 2020 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core Dividend Growth ETF · $45.9B$17,091

DGRO

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,510

$10,000 five years ago, dividends reinvested · they hold 34.1% in common

DGRO

More Ways to See the Pairs

DGRO vs JEPI: Top 5 Holdings

Today

DGRO

14.9%in top 5

JEPI

in top 59.7%

DGROStockJEPI

3.1%AAPL2.0%

3.0%ABBVnot top 5

3.0%MSFT1.9%

2.9%XOMnot top 5

2.8%JNJ

Cost, Income and Risk

Fees: DGRO, JEPI, DRAM

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPI0.35%$35

DRAM0.65%$65

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DGRO, JEPI, DRAM

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

Measure

JEPI

+19.6%Year to dateJan 1 → Nov 12+8.3%

+21.4%1 yearTotal return+10.1%

+20.7%3 years · per year$10,000 became $17,598 · $13,724+11.1%

+11.3%5 years · per year$10,000 became $17,091 · $14,510+7.7%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

1.82%Trailing 12-mo yield$182 · $786 a year on $10k7.86%

−6.5%Worst dropSmaller is better−6.7%

10.3%VolatilityLower is calmer9.0%

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

6–2DGRO wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MA2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common34.1%

End-of-day Nov 12, 2026 · share of each fund

DGRO vs JEPI Returns, Every Period

5Y

iSharesDGRO

+11.3%

5 years, per year

JEPIJ.P. Morgan

+7.7%

5 years, per year

DGROJEPIFaded: behind in that period

4–0DGRO wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DGRO vs JEPI

YTD

iSharesDGRO

+19.6%

JEPIJ.P. Morgan

+8.3%

+19.6%Year to date+8.3%

−6.5%Worst drop · 1Y−6.7%

10.3%Volatility · 1Y9.0%

1.8%Yield7.9%

$45.9BAssets$46.8B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

DGRO1.82%$182

DRAM0.00%$0

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

DGRO$182 − $8 = $174

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DGRO, JEPI, DRAM

Today

34.1%most shared, DGRO and JEPI

DGROJEPIDRAM

DGRO—34.1%0.0%

JEPI34.1%—1.5%

DRAM0.0%1.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.4%DGRO, at 10.3% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

DRAMWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDGRO

+8.3%Year to date+19.6%

7.9%Yield1.8%

+10.1%Past year+21.4%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

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DGRO, JEPI and DRAM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three