Compare · 4 funds side by side · dividends reinvested

GISC, CGDV, VIG and JEPQ

GISCGuggenheim×CGDVCapital Group×VIGVanguard×JEPQJ.P. Morgan×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,596VIG · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

GISC, CGDV, VIG and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$38.7B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B2.7

Guggenheim Funds Trust - Guggenheim Securitized Income ETFIncome · Dividend stocks0.47%1.97%[…][…][…][…][…][…]$93M3.0

Rank among the four1st → 4thFee, 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: GISC 2026 · CGDV 2022 · VIG 2006 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,596

VIG

More Ways to See the Pairs

VIG vs GISC: Top 5 Holdings

Today

VIG

22.1%in top 5

GISC

in top 586.5%

VIGStockGISC

not top 5FN51.0%

not top 5FR25.6%

not top 5VMC5.1%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

Cost, Income and Risk

Fees: GISC, CGDV, VIG, JEPQ

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPQ0.35%$35

GISC0.47%$47

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

Popular Pairs Near These Four

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%

GISC

Guggenheim Funds Trust - Guggenheim Securitized Income ETF · $93M[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

VIGMeasureGISC

+16.0%Year to dateJan 1 → Nov 12[…]

+16.9%1 yearTotal return[…]

+18.9%3 years · per year$10,000 became $16,806 · […][…]

+10.7%5 years · per year$10,000 became $16,596 · […][…]

0.04%Expense ratio$4 · $47 a year on $10k · lower is better0.47%

1.45%Trailing 12-mo yield$145 · $197 a year on $10k1.97%

−7.9%Worst dropSmaller is better[…]

11.0%VolatilityLower is calmer[…]

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

1–1Level

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

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5PLNT2.7%

not top 5OR2.1%

Held in common0.1%

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

VIG vs GISC Returns, Every Period

1Y

VanguardVIG

+16.9%

past year

GISCGuggenheim

[…]

past year

Returns […]

VIGGISCFaded: behind in that period

0–0Level

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

VIG vs JEPQ

YTD

VanguardVIG

+16.0%

JEPQJ.P. Morgan

+7.8%

+16.0%Year to date+7.8%

−7.9%Worst drop · 1Y−11.5%

11.0%Volatility · 1Y16.9%

1.4%Yield12.2%

$109BAssets$41.8B

3–1VIG wins

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

Yields: GISC, CGDV, VIG, JEPQ

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

GISC1.97%$197

VIG1.45%$145

CGDV1.24%$124

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

GISC$197 − $47 = $150

VIG$145 − $4 = $141

CGDV$124 − $33 = $91

KeptFee

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

Overlap: GISC, CGDV, VIG, JEPQ

Today

29.3%most shared, CGDV and VIG

GISCCGDVVIGJEPQ

GISC—0.0%0.1%0.0%

CGDV0.0%—29.3%28.4%

VIG0.1%29.3%—26.6%

JEPQ0.0%28.4%26.6%—

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

Return vs Bumpiness: 4 ETFs

1Y

+16.9%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

GISCWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQVIG

+7.8%Year to date+16.0%

12.2%Yield1.4%

+8.8%Past year+16.9%

0.35%Fee0.04%

3–1VIG 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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GISC, CGDV, VIG and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four