Compare · 4 funds side by side · dividends reinvested

JEPI, CGUI, SGOV and VIG

JEPIJ.P. Morgan×CGUICapital Group×SGOViShares×VIGVanguard×

02 / 04

−0.1%

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,513VIG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the four · RiskSmallest drop

JEPI, CGUI, SGOV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B2.4

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%−0.0%0.2%$117B2.4

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.7%[…][…]−0.2%0.9%$442M2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: JEPI 2020 · CGUI 2024 · SGOV 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Ultra Short Income ETF · $442M[…]

CGUI

More Ways to See the Pairs

CGUI vs SGOV: Top 5 Holdings

Today

CGUI

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

CGUI vs SGOV Returns, Every Period

1Y

Capital GroupCGUI

+3.7%

past year

Cost, Income and Risk

Fees: JEPI, CGUI, SGOV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SGOV0.09%$9

CGUI0.18%$18

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.2%

+3.2%Year to date

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,098

$10,000 five years ago, dividends reinvested

CGUIMeasureSGOV

+3.0%Year to dateJan 1 → Nov 13+3.2%

+3.7%1 yearTotal return+3.8%

[…]3 years · per year$10,000 became […] · $11,417+4.5%

[…]5 years · per year$10,000 became […] · $12,098+3.9%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

3.82%Trailing 12-mo yield$382 · $363 a year on $10k3.63%

−0.2%Worst dropSmaller is better−0.0%

0.9%VolatilityLower is calmer0.2%

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

1–5SGOV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

SGOV

iShares

+3.8%

past year

CGUISGOVFaded: behind in that period

0–2SGOV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CGUI vs JEPI

YTD

Capital GroupCGUI

+3.0%

JEPIJ.P. Morgan

+8.2%

+3.0%Year to date+8.2%

−0.2%Worst drop · 1Y−6.7%

0.9%Volatility · 1Y9.0%

3.8%Yield7.9%

$442MAssets$47.1B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: JEPI, CGUI, SGOV, VIG

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

CGUI3.82%$382

SGOV3.63%$363

VIG1.45%$145

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

CGUI$382 − $18 = $364

SGOV$363 − $9 = $354

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JEPI, CGUI, SGOV, VIG

Today

31.6%most shared, JEPI and VIG

JEPICGUISGOVVIG

JEPI—[…][…]31.6%

CGUI[…]—[…][…]

SGOV[…][…]—[…]

VIG31.6%[…][…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+16.3%VIG, at 11.0% volatility

SGOVWorst drop−0.0%0.2% vol

CGUIWorst drop−0.2%0.9% vol

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+8.2%Year to date+16.0%

7.9%Yield1.4%

+9.6%Past year+16.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

+3.2%

3.6%Yield3.7%

$117BAssets$49.3B

1–0BIL wins

End-of-day Nov 13, 2026

Loading…

JEPI, CGUI, SGOV and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four