Compare · 2 funds side by side · dividends reinvested

JAVA and VIG

JAVAJ.P. Morgan×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,311JAVA · best of the two

02 / 04

JAVA and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Value ETFUS Stock Styles · Value0.44%1.14%+16.7%+21.9%+20.5%+11.6%−8.3%11.8%$7.5B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: JAVA 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Value ETF · $7.5B$17,311

JAVA

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 32.5% in common

JAVAMeasureVIG

+16.7%Year to dateJan 1 → Nov 5+12.5%

+21.9%1 yearTotal return+15.2%

+20.5%3 years · per year$10,000 became $17,504 · $16,814+18.9%

+11.6%5 years · per year$10,000 became $17,311 · $16,331+10.3%

0.44%Expense ratio$44 · $4 a year on $10k · lower is better0.04%

1.14%Trailing 12-mo yield$114 · $149 a year on $10k1.49%

−8.3%Worst dropSmaller is better−7.9%

11.8%VolatilityLower is calmer10.8%

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

4–4Level

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

More Ways to See the Pairs

JAVA vs VIG: Top 5 Holdings

Today

JAVA

22.2%in top 5

VIG

in top 522.1%

JAVAStockVIG

7.6%AMZNnot top 5

6.4%MSFT4.9%

3.9%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.2%WFCnot top 5

2.1%BRK-Bnot top 5

Held in common32.5%

End-of-day Nov 5, 2026 · share of each fund

JAVA vs VIG Returns, Every Period

J.P. MorganJAVA

+11.6%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

JAVAVIGFaded: behind in that period

4–0JAVA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: JAVA vs VIG

YTD

J.P. MorganJAVA

+16.7%

VIGVanguard

+12.5%

+16.7%Year to date+12.5%

−8.3%Worst drop · 1Y−7.9%

11.8%Volatility · 1Y10.8%

1.1%Yield1.5%

$7.5BAssets$109B

3–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JAVA, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JAVA0.44%$44

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JAVA, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

JAVA1.14%$114

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

JAVA$114 − $44 = $70

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JAVA, VIG

Today

32.5%most shared, JAVA and VIG

JAVAVIG

JAVA—32.5%

VIG32.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.9%JAVA, at 11.8% volatility

VIGWorst drop−7.9%10.8% vol

JAVAWorst drop−8.3%11.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGJAVA

+12.5%Year to date+16.7%

1.5%Yield1.1%

+15.2%Past year+21.9%

0.04%Fee0.44%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026