Compare · 3 funds side by side · dividends reinvested

JEPI, IGV and DGRO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,051DGRO · best of the three

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

Story of the three · RiskSmallest drop

JEPI, IGV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.9%+21.1%+20.9%+11.3%−6.5%10.3%$46.0B1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.0B1.9

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.2%−7.9%+12.2%+2.9%−32.2%32.9%$12.9B2.9

Rank among the three1st → 3rdFee, 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 · IGV 2001 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $47.0B$14,519

JEPI

IGV

iShares Expanded Tech-Software Sector ETF · $12.9B$11,529

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

JEPI

More Ways to See the Pairs

JEPI vs IGV: Top 5 Holdings

Today

JEPI

9.7%in top 5

IGV

in top 541.4%

JEPIStockIGV

1.9%MSFT8.9%

not top 5PLTR8.6%

not top 5PANW8.4%

not top 5CRWD7.9%

not top 5ORCL

Cost, Income and Risk

Fees: JEPI, IGV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPI0.35%$35

IGV0.38%$38

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

Yields: JEPI, IGV, DGRO

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

Measure

IGV

+8.2%Year to dateJan 1 → Nov 13−4.2%

+9.6%1 yearTotal return−7.9%

+11.1%3 years · per year$10,000 became $13,696 · $14,119+12.2%

+7.7%5 years · per year$10,000 became $14,519 · $11,529+2.9%

0.35%Expense ratio$35 · $38 a year on $10k · lower is better0.38%

7.87%Trailing 12-mo yield$787 · $2 a year on $10k0.02%

−6.7%Worst dropSmaller is better−32.2%

9.0%VolatilityLower is calmer32.9%

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

7–1JEPI wins

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

7.6%

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Held in common3.4%

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

JEPI vs IGV Returns, Every Period

5Y

J.P. MorganJEPI

+7.7%

5 years, per year

IGViShares

+2.9%

5 years, per year

JEPIIGVFaded: behind in that period

3–1JEPI wins

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

JEPI vs DGRO

YTD

J.P. MorganJEPI

+8.2%

DGROiShares

+19.9%

+8.2%Year to date+19.9%

−6.7%Worst drop · 1Y−6.5%

9.0%Volatility · 1Y10.3%

7.9%Yield1.8%

$47.0BAssets$46.0B

2–2level

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

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

DGRO1.82%$182

IGV0.02%$2

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

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

DGRO$182 − $8 = $174

IGV$2 − $38 = −$36

KeptFee

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

Overlap: JEPI, IGV, DGRO

Today

34.1%most shared, JEPI and DGRO

JEPIIGVDGRO

JEPI—3.4%34.1%

IGV3.4%—4.0%

DGRO34.1%4.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+21.1%DGRO, at 10.3% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

IGVWorst drop−32.2%32.9% vol

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

Paid More vs Made More

YTD

JEPIDGRO

+8.2%Year to date+19.9%

7.9%Yield1.8%

+9.6%Past year+21.1%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$46.0BAssets$116B

2–0DGRO wins

End-of-day Nov 13, 2026

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JEPI, IGV and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three