Compare · 4 funds side by side · dividends reinvested

JEPI, GISC, VIG and CGDV

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,583VIG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

JEPI, GISC, VIG and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$37.8B2.4

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 10, 2026 · returns include dividends · since: JEPI 2020 · GISC 2026 · VIG 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

GISC

More Ways to See the Pairs

GISC vs VIG: Top 5 Holdings

Today

GISC

86.1%in top 5

VIG

in top 522.1%

GISCStockVIG

50.6%FNnot top 5

25.4%FRnot top 5

5.2%VMCnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

Cost, Income and Risk

Fees: JEPI, GISC, VIG, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPI0.35%$35

GISC0.47%$47

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

VIG

Vanguard Dividend Appreciation ETF · $109B$16,583

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

GISCMeasureVIG

[…]Year to dateJan 1 → Nov 10+15.1%

[…]1 yearTotal return+17.8%

[…]3 years · per year$10,000 became […] · $16,696+18.6%

[…]5 years · per year$10,000 became […] · $16,583+10.6%

0.47%Expense ratio$47 · $4 a year on $10k · lower is better0.04%

1.97%Trailing 12-mo yield$197 · $146 a year on $10k1.46%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer11.0%

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

1–1Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.7%PLNTnot top 5

2.3%ORnot top 5

Held in common0.1%

End-of-day Nov 10, 2026 · share of each fund

GISC vs VIG Returns, Every Period

1Y

GuggenheimGISC

[…]

past year

VIGVanguard

+17.8%

past year

Returns […]

GISCVIGFaded: behind in that period

0–0Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

GISC vs JEPI

YTD

GuggenheimGISC

[…]

JEPIJ.P. Morgan

+7.6%

[…]Year to date+7.6%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

2.0%Yield7.9%

$92.9MAssets$45.2B

1–0JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: JEPI, GISC, VIG, CGDV

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

GISC1.97%$197

VIG1.46%$146

CGDV1.24%$124

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

GISC$197 − $47 = $150

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JEPI, GISC, VIG, CGDV

Today

31.4%most shared, JEPI and VIG

JEPIGISCVIGCGDV

JEPI—0.2%31.4%27.3%

GISC0.2%—0.1%0.0%

VIG31.4%0.1%—29.3%

CGDV27.3%0.0%29.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+17.8%VIG, at 11.0% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

CGDVWorst drop−9.7%13.5% vol

GISCWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+7.6%Year to date+15.1%

7.9%Yield1.5%

+10.6%Past year+17.8%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

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JEPI, GISC, VIG and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four