Compare · 4 funds side by side · dividends reinvested

JEPI, CGUI, VIG and SCHD

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

JEPI, CGUI, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.4

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.8%[…][…]−0.2%0.9%$442M2.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPI 2020 · CGUI 2024 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,448

JEPI

CGUI

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

$10,000 five years ago, dividends reinvested

JEPIMeasureCGUI

+7.5%Year to dateJan 1 → Nov 9+3.0%

+10.9%1 yearTotal return+3.8%

+11.0%3 years · per year$10,000 became $13,679 · […][…]

+7.6%5 years · per year$10,000 became $14,448 · […][…]

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

7.93%Trailing 12-mo yield$793 · $382 a year on $10k3.82%

−6.7%Worst dropSmaller is better−0.2%

9.0%VolatilityLower is calmer0.9%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs CGUI: Top 5 Holdings

Today

JEPI

9.9%in top 5

CGUI

in top 5[…]

JEPIStockCGUI

2.0%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%Vnot top 5

1.9%MMMnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

JEPI vs CGUI Returns, Every Period

J.P. MorganJEPI

+10.9%

past year

CGUICapital Group

+3.8%

past year

JEPICGUIFaded: behind in that period

2–0JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPI vs CGUI

YTD

J.P. MorganJEPI

+7.5%

CGUICapital Group

+3.0%

+7.5%Year to date+3.0%

−6.7%Worst drop · 1Y−0.2%

9.0%Volatility · 1Y0.9%

7.9%Yield3.8%

$45.2BAssets$442M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, CGUI, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGUI0.18%$18

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPI, CGUI, VIG, SCHD

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

CGUI3.82%$382

SCHD2.96%$296

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

CGUI$382 − $18 = $364

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPI, CGUI, VIG, SCHD

Today

31.2%most shared, JEPI and VIG

JEPICGUIVIGSCHD

JEPI—[…]31.2%8.4%

CGUI[…]—[…][…]

VIG31.2%[…]—14.5%

SCHD8.4%[…]14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

CGUIWorst drop−0.2%0.9% vol

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+7.5%Year to date+33.2%

7.9%Yield3.0%

+10.9%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026