Compare · 3 funds side by side · dividends reinvested

JEPQ, VIG and IWF

JEPQJ.P. Morgan×VIGVanguard×IWFiShares×

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

02 / 04

JEPQ, VIG and IWF, 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%$109B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.6

Rank among the three1st → 3rdFee, 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: JEPQ 2022 · VIG 2006 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

VIG

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

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

JEPQMeasureVIG

+8.5%Year to dateJan 1 → Nov 5+12.5%

+9.3%1 yearTotal return+15.2%

+20.3%3 years · per year$10,000 became $17,406 · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

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

12.17%Trailing 12-mo yield$1,217 · $149 a year on $10k1.49%

−8.8%Worst dropSmaller is better−7.9%

15.5%VolatilityLower is calmer10.8%

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

2–5VIG wins

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

More Ways to See the Pairs

JEPQ vs VIG: Top 5 Holdings

Today

JEPQ

28.3%in top 5

VIG

in top 522.1%

JEPQStockVIG

7.1%AAPL4.9%

6.8%NVDAnot top 5

6.0%MSFT4.9%

not top 5AVGO4.3%

4.2%GOOGnot top 5

4.2%AMZNnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common26.3%

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

JEPQ vs VIG Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

VIGVanguard

+15.2%

past year

JEPQVIGFaded: behind in that period

1–2VIG wins

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

JEPQ vs VIG

YTD

J.P. MorganJEPQ

+8.5%

VIGVanguard

+12.5%

+8.5%Year to date+12.5%

−8.8%Worst drop · 1Y−7.9%

15.5%Volatility · 1Y10.8%

12.2%Yield1.5%

$42.6BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: JEPQ, VIG, IWF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWF0.18%$18

JEPQ0.35%$35

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

Yields: JEPQ, VIG, IWF

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VIG1.49%$149

IWF0.39%$39

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VIG$149 − $4 = $145

IWF$39 − $18 = $21

KeptFee

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

Overlap: JEPQ, VIG, IWF

Today

50.3%most shared, JEPQ and IWF

JEPQVIGIWF

JEPQ—26.3%50.3%

VIG26.3%—32.5%

IWF50.3%32.5%—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

JEPQWorst drop−8.8%15.5% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

JEPQVIG

+8.5%Year to date+12.5%

12.2%Yield1.5%

+9.3%Past year+15.2%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026