Compare · 3 funds side by side · dividends reinvested

JEPI, VUG and IJH

JEPIJ.P. Morgan×VUGVanguard×IJHiShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,151VUG · best of the three

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

Story of the three · RiskSmallest drop

JEPI, VUG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: JEPI 2020 · VUG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $47.1B$14,519

JEPI

VUG

Vanguard Morningstar Growth ETF · $233B$16,151

$10,000 five years ago, dividends reinvested · they hold 27.7% in common

JEPIMeasure

More Ways to See the Pairs

JEPI vs VUG: Top 5 Holdings

Today

JEPI

9.7%in top 5

VUG

in top 545.2%

JEPIStockVUG

not top 5NVDA13.5%

2.0%AAPL12.5%

1.9%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: JEPI, VUG, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

JEPI0.35%$35

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

Yields: JEPI, VUG, IJH

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

VUG

+8.2%Year to dateJan 1 → Nov 13+3.9%

+9.6%1 yearTotal return+2.8%

+11.1%3 years · per year$10,000 became $13,696 · $17,979+21.6%

+7.7%5 years · per year$10,000 became $14,519 · $16,151+10.1%

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

7.87%Trailing 12-mo yield$787 · $41 a year on $10k0.41%

−6.7%Worst dropSmaller is better−15.1%

9.0%VolatilityLower is calmer19.1%

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

5–3JEPI wins

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

4.3%

2.0%MAnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Held in common27.7%

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

JEPI vs VUG Returns, Every Period

5Y

J.P. MorganJEPI

+7.7%

5 years, per year

VUGVanguard

+10.1%

5 years, per year

JEPIVUGFaded: behind in that period

2–2Level

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

Income vs Stocks: JEPI vs IJH

YTD

J.P. MorganJEPI

+8.2%

IJHiShares

+12.7%

+8.2%Year to date+12.7%

−6.7%Worst drop · 1Y−8.8%

9.0%Volatility · 1Y15.8%

7.9%Yield1.2%

$47.1BAssets$124B

3–1JEPI wins

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

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

IJH1.22%$122

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

IJH$122 − $5 = $117

VUG$41 − $3 = $38

KeptFee

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

Overlap: JEPI, VUG, IJH

Today

27.7%most shared, JEPI and VUG

JEPIVUGIJH

JEPI—27.7%0.5%

VUG27.7%—0.0%

IJH0.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+14.0%IJH, at 15.8% volatility

JEPIWorst drop−6.7%9.0% vol

IJHWorst drop−8.8%15.8% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

JEPIIJH

+8.2%Year to date+12.7%

7.9%Yield1.2%

+9.6%Past year+14.0%

0.35%Fee0.05%

3–1IJH wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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JEPI, VUG and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three