Compare · 4 funds side by side · dividends reinvested

JEPQ, CGUI, VCIT and VIG

JEPQJ.P. Morgan×CGUICapital Group×VCITVanguard×VIGVanguard×

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

02 / 04

JEPQ, CGUI, VCIT and VIG, 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%$109B2.0

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.8%[…][…]−0.2%0.9%$442M2.3

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B2.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPQ 2022 · CGUI 2024 · VCIT 2009 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

CGUI

Capital Group Ultra Short Income ETF · $442M[…]

$10,000 five years ago, dividends reinvested

JEPQMeasureCGUI

+6.6%Year to dateJan 1 → Nov 9+3.0%

+9.2%1 yearTotal return+3.8%

+18.2%3 years · per year$10,000 became $16,495 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

12.39%Trailing 12-mo yield$1,239 · $382 a year on $10k3.82%

−11.5%Worst dropSmaller is better−0.2%

16.9%VolatilityLower is calmer0.9%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs CGUI: Top 5 Holdings

Today

JEPQ

28.6%in top 5

CGUI

in top 5[…]

JEPQStockCGUI

7.3%AAPLnot top 5

6.7%NVDAnot top 5

6.0%MSFTnot top 5

4.4%GOOGnot top 5

4.3%AMZNnot top 5

Held in common[…]

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

JEPQ vs CGUI Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

CGUICapital Group

+3.8%

past year

JEPQCGUIFaded: behind in that period

2–0JEPQ wins

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

Income vs Bonds: JEPQ vs VCIT

YTD

J.P. MorganJEPQ

+6.6%

VCITVanguard

−0.7%

+6.6%Year to date−0.7%

−11.5%Worst drop · 1Y−4.9%

16.9%Volatility · 1Y4.5%

12.4%Yield5.0%

$40.7BAssets$66.6B

2–2level

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

Cost, Income and Risk

Fees: JEPQ, CGUI, VCIT, VIG

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

VIG0.04%$4

CGUI0.18%$18

JEPQ0.35%$35

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

Yields: JEPQ, CGUI, VCIT, VIG

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

VCIT5.02%$502

CGUI3.82%$382

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VCIT$502 − $3 = $499

CGUI$382 − $18 = $364

VIG$146 − $4 = $142

KeptFee

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

Overlap: JEPQ, CGUI, VCIT, VIG

Today

26.2%most shared, JEPQ and VIG

JEPQCGUIVCITVIG

JEPQ—[…][…]26.2%

CGUI[…]—[…][…]

VCIT[…][…]—[…]

VIG26.2%[…][…]—

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

Return vs Bumpiness: 4 ETFs

+17.6%VIG, at 11.0% volatility

CGUIWorst drop−0.2%0.9% vol

VCITWorst drop−4.9%4.5% vol

VIGWorst drop−7.9%11.0% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQVIG

+6.6%Year to date+14.8%

12.4%Yield1.5%

+9.2%Past year+17.6%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026