Compare · 3 funds side by side · dividends reinvested

JEPQ, IGV and VIG

JEPQJ.P. Morgan×IGViShares×VIGVanguard×

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

02 / 04

JEPQ, IGV 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%$109B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.9

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.4B2.9

Rank among the three1st → 3rdFee, 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 · IGV 2001 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,584

$10,000 five years ago, dividends reinvested · they hold 11.8% in common

JEPQMeasureIGV

+6.6%Year to dateJan 1 → Nov 9−4.0%

+9.2%1 yearTotal return−7.2%

+18.2%3 years · per year$10,000 became $16,495 · $14,660+13.6%

[…]5 years · per year$10,000 became […] · $11,584+3.0%

0.35%Expense ratio$35 · $38 a year on $10k · lower is better0.38%

12.39%Trailing 12-mo yield$1,239 · $2 a year on $10k0.02%

−11.5%Worst dropSmaller is better−33.2%

16.9%VolatilityLower is calmer32.9%

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

7–0JEPQ wins

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 IGV: Top 5 Holdings

Today

JEPQ

28.6%in top 5

IGV

in top 540.6%

JEPQStockIGV

6.0%MSFT9.4%

not top 5PLTR8.2%

not top 5PANW8.1%

not top 5CRWD7.8%

7.3%AAPLnot top 5

not top 5ORCL7.1%

6.7%NVDAnot top 5

4.4%GOOGnot top 5

4.3%AMZNnot top 5

Held in common11.8%

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

JEPQ vs IGV Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

IGViShares

−7.2%

past year

JEPQIGVFaded: behind in that period

3–0JEPQ wins

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

JEPQ vs VIG

YTD

J.P. MorganJEPQ

+6.6%

VIGVanguard

+14.8%

+6.6%Year to date+14.8%

−11.5%Worst drop · 1Y−7.9%

16.9%Volatility · 1Y11.0%

12.4%Yield1.5%

$40.7BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: JEPQ, IGV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPQ0.35%$35

IGV0.38%$38

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

Yields: JEPQ, IGV, VIG

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

VIG1.46%$146

IGV0.02%$2

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

VIG$146 − $4 = $142

IGV$2 − $38 = −$36

KeptFee

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

Overlap: JEPQ, IGV, VIG

Today

26.2%most shared, JEPQ and VIG

JEPQIGVVIG

JEPQ—11.8%26.2%

IGV11.8%—6.5%

VIG26.2%6.5%—

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

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

JEPQWorst drop−11.5%16.9% vol

IGVWorst drop−33.2%32.9% 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 Three

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