Compare · 4 funds side by side · dividends reinvested

JEPI, WCEO, VIG and SCHD

JEPIJ.P. Morgan×WCEOHypatia Capital×VIGVanguard×SCHDSchwab×
$7.5k$10k$12.5k$15k$17.5kLow $8,959 · 2022SCHD$16,267VIG$16,243JEPI$14,118Oct 2021Nov 2026Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four
02 / 04

JEPI, WCEO, VIG and SCHD, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.6
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.6
Hypatia Women CEO ETFUnsorted0.85%0.55%+16.7%+20.1%+18.6%[…]−7.3%14.3%$13M3.0
Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: JEPI 2020 · WCEO 2023 · VIG 2006 · SCHD 2011
@TheETFTracker·theetftracker.com

Head to Head

5Y
Vanguard Dividend Appreciation ETF · $109B$16,243
VIG
JEPI
JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 30.7% in common

VIGMeasureJEPI
+12.1%Year to dateJan 1 → Nov 6+5.3%
+14.3%1 yearTotal return+8.2%
+18.6%3 years · per year$10,000 became $16,669 · $13,562+10.7%
+10.2%5 years · per year$10,000 became $16,243 · $14,118+7.1%
0.04%Expense ratio$4 · $35 a year on $10k · lower is better0.35%
1.50%Trailing 12-mo yield$150 · $809 a year on $10k8.09%
−7.9%Worst dropSmaller is better−6.7%
10.8%VolatilityLower is calmer8.8%
VIGJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side
5–3VIG wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

VIG vs JEPI: Top 5 Holdings

Today
VIG
22.1%in top 5
JEPI
in top 59.9%
VIGStockJEPI
4.9%MSFT2.0%
4.9%AAPL2.0%
4.3%AVGOnot top 5
4.1%LLYnot top 5
3.9%JPMnot top 5
not top 5MA2.1%
not top 5MMM1.9%
not top 5NEE1.9%
Held in common30.7%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

VIG vs JEPI Returns, Every Period

5Y
VanguardVIG
+10.2%
5 years, per year
JEPIJ.P. Morgan
+7.1%
5 years, per year
0%+10%+20%+12.1%+5.3%YTD+14.3%+8.2%1 year+18.6%+10.7%3 yrs · yr+10.2%+7.1%5 yrs · yr
VIGJEPIFaded: behind in that period
4–0VIG wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

VIG vs JEPI

YTD
VanguardVIG
+12.1%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+12.1%+5.3%
+12.1%Year to date+5.3%
−7.9%Worst drop · 1Y−6.7%
10.8%Volatility · 1Y8.8%
1.5%Yield8.1%
$109BAssets$46.8B
3–1JEPI wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: JEPI, WCEO, VIG, SCHD

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
SCHD0.06%$6
JEPI0.35%$35
WCEO0.85%$85
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: JEPI, WCEO, VIG, SCHD

1Y
8.09%highest, JEPI
FundTrailing yieldYield$10k
JEPI8.09%$809
SCHD3.00%$300
VIG1.50%$150
WCEO0.55%$55
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$774most kept, JEPI
JEPI$809 − $35 = $774
SCHD$300 − $6 = $294
VIG$150 − $4 = $146
WCEO$55 − $85 = −$30
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: JEPI, WCEO, VIG, SCHD

Today
30.7%most shared, JEPI and VIG
JEPIWCEOVIGSCHD
JEPI—6.7%30.7%8.2%
WCEO6.7%—4.8%2.8%
VIG30.7%4.8%—14.5%
SCHD8.2%2.8%14.5%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 4 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%Volatility · 1 year → bumpierSCHD +37.0%WCEO +20.1%VIG +14.3%JEPI +8.2%
JEPIWorst drop−6.7%8.8% vol
VIGWorst drop−7.9%10.8% vol
SCHDWorst drop−6.9%11.7% vol
WCEOWorst drop−7.3%14.3% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+5.3%+31.4%
+5.3%Year to date+31.4%
8.1%Yield3.0%
+8.2%Past year+37.0%
0.35%Fee0.06%
3–1SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Four

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

DGRO vs VIG

YTD
iSharesDGRO
+16.6%
VIGVanguard
+12.1%
Jan 1Nov 6+16.6%+12.1%
+16.6%Year to date+12.1%
1.9%Yield1.5%
$44.7BAssets$109B
2–0DGRO wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com