Compare · 3 funds side by side · dividends reinvested

FBY, JEPQ and VIG

FBYYieldMax×JEPQJ.P. Morgan×VIGVanguard×

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

02 / 04

FBY, JEPQ and VIG, 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%$109B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.0

YieldMax META Option Income Strategy ETFIncome · Premium income1.06%55.37%−8.8%−7.5%+16.0%[…]−25.1%34.3%$98M2.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: FBY 2023 · JEPQ 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax META Option Income Strategy ETF · $98M[…]

FBY

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested

FBYMeasureJEPQ

−8.8%Year to dateJan 1 → Nov 4+8.5%

−7.5%1 yearTotal return+9.3%

+16.0%3 years · per year$10,000 became $15,607 · $17,406+20.3%

[…]5 years · per year[…]

1.06%Expense ratio$106 · $35 a year on $10k · lower is better0.35%

55.37%Trailing 12-mo yield$5,537 · $1,217 a year on $10k12.17%

−25.1%Worst dropSmaller is better−8.8%

34.3%VolatilityLower is calmer15.5%

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

1–6JEPQ wins

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

More Ways to See the Pairs

FBY vs JEPQ: Top 5 Holdings

Today

FBY

[…]in top 5

JEPQ

in top 527.9%

FBYStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

Held in common[…]

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

FBY vs JEPQ Returns, Every Period

YieldMaxFBY

−7.5%

past year

JEPQJ.P. Morgan

+9.3%

past year

FBYJEPQFaded: behind in that period

0–3JEPQ wins

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

FBY vs JEPQ

YTD

YieldMaxFBY

−8.8%

JEPQJ.P. Morgan

+8.5%

−8.8%Year to date+8.5%

−25.1%Worst drop · 1Y−8.8%

34.3%Volatility · 1Y15.5%

55.4%Yield12.2%

$97.7MAssets$42.1B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: FBY, JEPQ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPQ0.35%$35

FBY1.06%$106

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

Yields: FBY, JEPQ, VIG

55.37%highest, FBY

FundTrailing yieldYield$10k

FBY55.37%$5,537

JEPQ12.17%$1,217

VIG1.44%$144

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

Income After Fees on $10,000

$5,431most kept, FBY

FBY$5,537 − $106 = $5,431

JEPQ$1,217 − $35 = $1,182

VIG$144 − $4 = $140

KeptFee

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

Overlap: FBY, JEPQ, VIG

Today

26.3%most shared, JEPQ and VIG

FBYJEPQVIG

FBY—[…][…]

JEPQ[…]—26.3%

VIG[…]26.3%—

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

VIGWorst drop−7.9%10.2% vol

JEPQWorst drop−8.8%15.5% vol

FBYWorst drop−25.1%34.3% vol

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

Paid More vs Made More

YTD

FBYVIG

−8.8%Year to date+16.4%

55.4%Yield1.4%

−7.5%Past year+18.9%

1.06%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