Compare · 3 funds side by side · dividends reinvested

JEPI, VTI and VIG

JEPIJ.P. Morgan×VTIVanguard×VIGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,678VTI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the three · RiskSmallest drop

JEPI, VTI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.8

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+12.6%+13.0%+21.7%+10.8%−8.9%13.9%$689B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: JEPI 2020 · VTI 2001 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

JEPI

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,678

$10,000 five years ago, dividends reinvested · they hold 36.2% in common

JEPI

More Ways to See the Pairs

JEPI vs VTI: Top 5 Holdings

Today

JEPI

9.8%in top 5

VTI

in top 525.0%

JEPIStockVTI

not top 5NVDA7.1%

1.9%AAPL6.6%

2.0%MSFT5.2%

1.9%AMZN3.3%

not top 5GOOGL

Cost, Income and Risk

Fees: JEPI, VTI, VIG

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

VIG0.04%$4

JEPI0.35%$35

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

Yields: JEPI, VTI, VIG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%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

+8.1%

JEPIJ.P. Morgan

+8.6%

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

Measure

VTI

+8.6%Year to dateJan 1 → Nov 12+12.6%

+11.2%1 yearTotal return+13.0%

+11.1%3 years · per year$10,000 became $13,729 · $18,043+21.7%

+7.8%5 years · per year$10,000 became $14,545 · $16,678+10.8%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

7.84%Trailing 12-mo yield$784 · $106 a year on $10k1.05%

−6.7%Worst dropSmaller is better−8.9%

9.0%VolatilityLower is calmer13.9%

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

3–5VTI wins

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

2.8%

2.0%MAnot top 5

1.9%MMMnot top 5

Held in common36.2%

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

JEPI vs VTI Returns, Every Period

5Y

J.P. MorganJEPI

+7.8%

5 years, per year

VTIVanguard

+10.8%

5 years, per year

JEPIVTIFaded: behind in that period

0–4VTI wins

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

JEPI vs VIG

YTD

J.P. MorganJEPI

+8.6%

VIGVanguard

+16.0%

+8.6%Year to date+16.0%

−6.7%Worst drop · 1Y−7.9%

9.0%Volatility · 1Y11.0%

7.8%Yield1.4%

$46.8BAssets$109B

3–1JEPI wins

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

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

VIG1.45%$145

VTI1.05%$106

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

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

VIG$145 − $4 = $141

VTI$106 − $3 = $103

KeptFee

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

Overlap: JEPI, VTI, VIG

Today

38.4%most shared, VTI and VIG

JEPIVTIVIG

JEPI—36.2%31.5%

VTI36.2%—38.4%

VIG31.5%38.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+17.8%VIG, at 11.0% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

VTIWorst drop−8.9%13.9% vol

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

Paid More vs Made More

YTD

JEPIVIG

+8.6%Year to date+16.0%

7.8%Yield1.4%

+11.2%Past year+17.8%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

End-of-day Nov 12, 2026

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JEPI, VTI and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three