Compare · 3 funds side by side · dividends reinvested

JEPI, TIZE and VIG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,596VIG · best of the three

Story of the three · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the three · RiskSmallest drop

JEPI, TIZE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B1.6

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.77%[…][…][…][…][…][…]$31M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: JEPI 2020 · TIZE 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,596

VIG

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,510

$10,000 five years ago, dividends reinvested · they hold 31.6% in common

VIG

More Ways to See the Pairs

VIG vs JEPI: Top 5 Holdings

Today

VIG

22.1%in top 5

JEPI

in top 59.7%

VIGStockJEPI

4.9%MSFT1.9%

4.9%AAPL2.0%

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPM

Cost, Income and Risk

Fees: JEPI, TIZE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

TIZE0.40%$40

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: JEPI, TIZE, VIG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

Measure

JEPI

+16.0%Year to dateJan 1 → Nov 12+8.3%

+16.9%1 yearTotal return+10.1%

+18.9%3 years · per year$10,000 became $16,806 · $13,724+11.1%

+10.7%5 years · per year$10,000 became $16,596 · $14,510+7.7%

0.04%Expense ratio$4 · $35 a year on $10k · lower is better0.35%

1.45%Trailing 12-mo yield$145 · $786 a year on $10k7.86%

−7.9%Worst dropSmaller is better−6.7%

11.0%VolatilityLower is calmer9.0%

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

5–3VIG wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MA2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common31.6%

End-of-day Nov 12, 2026 · share of each fund

VIG vs JEPI Returns, Every Period

5Y

VanguardVIG

+10.7%

5 years, per year

JEPIJ.P. Morgan

+7.7%

5 years, per year

VIGJEPIFaded: behind in that period

4–0VIG wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+16.0%

JEPIJ.P. Morgan

+8.3%

+16.0%Year to date+8.3%

−7.9%Worst drop · 1Y−6.7%

11.0%Volatility · 1Y9.0%

1.4%Yield7.9%

$109BAssets$46.8B

3–1JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

VIG1.45%$145

TIZE0.77%$77

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

VIG$145 − $4 = $141

TIZE$77 − $40 = $37

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPI, TIZE, VIG

Today

31.6%most shared, JEPI and VIG

JEPITIZEVIG

JEPI—[…]31.6%

TIZE[…]—[…]

VIG31.6%[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.9%VIG, at 11.0% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

TIZEWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+8.3%Year to date+16.0%

7.9%Yield1.4%

+10.1%Past year+16.9%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

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JEPI, TIZE and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three