Compare · 3 funds side by side · dividends reinvested

JEPI, VIG and IEMG

JEPIJ.P. Morgan×VIGVanguard×IEMGiShares×

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

02 / 04

JEPI, VIG and IEMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.1

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.42%+11.4%+12.8%+19.8%+6.4%−17.8%25.7%$142B2.3

Rank among the three1st → 3rdFee, 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 · VIG 2006 · IEMG 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 31.2% in common

JEPIMeasureVIG

+7.5%Year to dateJan 1 → Nov 9+14.8%

+10.9%1 yearTotal return+17.6%

+11.0%3 years · per year$10,000 became $13,679 · $16,775+18.8%

+7.6%5 years · per year$10,000 became $14,448 · $16,638+10.7%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

7.93%Trailing 12-mo yield$793 · $146 a year on $10k1.46%

−6.7%Worst dropSmaller is better−7.9%

9.0%VolatilityLower is calmer11.0%

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

3–5VIG wins

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 VIG: Top 5 Holdings

Today

JEPI

9.9%in top 5

VIG

in top 522.1%

JEPIStockVIG

2.0%MSFT4.9%

2.0%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.0%MAnot top 5

1.9%Vnot top 5

1.9%MMMnot top 5

Held in common31.2%

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

JEPI vs VIG Returns, Every Period

J.P. MorganJEPI

+7.6%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

JEPIVIGFaded: behind in that period

0–4VIG wins

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

Income vs International: JEPI vs IEMG

YTD

J.P. MorganJEPI

+7.5%

IEMGiShares

+11.4%

+7.5%Year to date+11.4%

−6.7%Worst drop · 1Y−17.8%

9.0%Volatility · 1Y25.7%

7.9%Yield2.4%

$45.2BAssets$142B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, VIG, IEMG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IEMG0.09%$9

JEPI0.35%$35

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

Yields: JEPI, VIG, IEMG

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

IEMG2.42%$242

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

IEMG$242 − $9 = $233

VIG$146 − $4 = $142

KeptFee

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

Overlap: JEPI, VIG, IEMG

Today

31.2%most shared, JEPI and VIG

JEPIVIGIEMG

JEPI—31.2%0.0%

VIG31.2%—0.0%

IEMG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

IEMGWorst drop−17.8%25.7% vol

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

Paid More vs Made More

YTD

JEPIVIG

+7.5%Year to date+14.8%

7.9%Yield1.5%

+10.9%Past year+17.6%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$142B

2–0IEMG wins

End-of-day Nov 9, 2026