Compare · 3 funds side by side · dividends reinvested

EVPF, VIG and JEPI

EVPFEaton Vance×VIGVanguard×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

EVPF, VIG and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.8

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.74%[…][…][…][…][…][…]$58M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: EVPF 2026 · VIG 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Eaton Vance Preferred Securities and Income ETF · $58M[…]

EVPF

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

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

EVPFMeasureVIG

[…]Year to dateJan 1 → Nov 4+16.4%

[…]1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.20%Expense ratio$20 · $4 a year on $10k · lower is better0.04%

3.74%Trailing 12-mo yield$374 · $144 a year on $10k1.44%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.2%

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

1–1Level

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

More Ways to See the Pairs

EVPF vs VIG: Top 5 Holdings

Today

EVPF

5.7%in top 5

VIG

in top 522.1%

EVPFStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.4%AHLnot top 5

1.2%KEY-PLnot top 5

1.2%FITB-PMnot top 5

1.0%SYF-PBnot top 5

0.9%ATH-PAnot top 5

Held in common0.0%

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

EVPF vs VIG Returns, Every Period

Eaton VanceEVPF

[…]

past year

VIGVanguard

+18.9%

past year

Returns […]

EVPFVIGFaded: behind in that period

0–0Level

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

EVPF vs JEPI

YTD

Eaton VanceEVPF

[…]

JEPIJ.P. Morgan

+8.8%

[…]Year to date+8.8%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.1%

3.7%Yield7.8%

$57.8MAssets$46.1B

1–0JEPI wins

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

Cost, Income and Risk

Fees: EVPF, VIG, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

EVPF0.20%$20

JEPI0.35%$35

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

Yields: EVPF, VIG, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

EVPF3.74%$374

VIG1.44%$144

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

EVPF$374 − $20 = $354

VIG$144 − $4 = $140

KeptFee

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

Overlap: EVPF, VIG, JEPI

Today

30.7%most shared, VIG and JEPI

EVPFVIGJEPI

EVPF—0.0%0.5%

VIG0.0%—30.7%

JEPI0.5%30.7%—

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

Return vs Bumpiness: 3 ETFs

+18.9%VIG, at 10.2% volatility

JEPIWorst drop−6.7%8.1% vol

VIGWorst drop−7.9%10.2% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIVIG

+8.8%Year to date+16.4%

7.8%Yield1.4%

+11.9%Past year+18.9%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026