Compare · 4 funds side by side · dividends reinvested

JEPI, WCEO, VIG and CGDV

JEPIJ.P. Morgan×WCEOHypatia Capital×VIGVanguard×CGDVCapital Group×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,331VIG · best of the four

02 / 04

JEPI, WCEO, VIG and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.5

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.5%+20.7%+18.6%[…]−7.3%14.3%$14M2.7

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B2.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JEPI 2020 · WCEO 2023 · VIG 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,108

JEPI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 30.9% in common

JEPIMeasureVIG

+5.2%Year to dateJan 1 → Nov 5+12.5%

+8.3%1 yearTotal return+15.2%

+11.0%3 years · per year$10,000 became $13,674 · $16,814+18.9%

+7.1%5 years · per year$10,000 became $14,108 · $16,331+10.3%

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

8.09%Trailing 12-mo yield$809 · $149 a year on $10k1.49%

−6.7%Worst dropSmaller is better−7.9%

8.8%VolatilityLower is calmer10.8%

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

3–5VIG wins

End-of-day Nov 5, 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%

1.9%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.0%MAnot top 5

1.9%MMMnot top 5

1.9%Vnot top 5

Held in common30.9%

End-of-day Nov 5, 2026 · share of each fund

JEPI vs VIG Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

JEPIVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JEPI vs VIG

YTD

J.P. MorganJEPI

+5.2%

VIGVanguard

+12.5%

+5.2%Year to date+12.5%

−6.7%Worst drop · 1Y−7.9%

8.8%Volatility · 1Y10.8%

8.1%Yield1.5%

$46.8BAssets$109B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, WCEO, VIG, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPI0.35%$35

WCEO0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPI, WCEO, VIG, CGDV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VIG1.49%$149

CGDV1.27%$127

WCEO0.55%$55

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCEO, VIG, CGDV

Today

30.9%most shared, JEPI and VIG

JEPIWCEOVIGCGDV

JEPI—6.8%30.9%27.2%

WCEO6.8%—4.8%0.7%

VIG30.9%4.8%—29.5%

CGDV27.2%0.7%29.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+20.7%WCEO, at 14.3% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

WCEOWorst drop−7.3%14.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWCEO

+5.2%Year to date+16.5%

8.1%Yield0.6%

+8.3%Past year+20.7%

0.35%Fee0.85%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026