Compare · 3 funds side by side · dividends reinvested

JEPQ, VIG and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,596VIG · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, VIG and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.1B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: JEPQ 2022 · VIG 2006 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

JEPQ

VIG

Vanguard Dividend Appreciation ETF · $109B$16,596

$10,000 five years ago, dividends reinvested · they hold 26.6% in common

JEPQMeasure

More Ways to See the Pairs

JEPQ vs VIG: Top 5 Holdings

Today

JEPQ

27.3%in top 5

VIG

in top 522.1%

JEPQStockVIG

7.2%AAPL4.9%

5.9%NVDAnot top 5

5.6%MSFT4.9%

not top 5AVGO4.3%

4.3%GOOG

Cost, Income and Risk

Fees: JEPQ, VIG, XLF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XLF0.08%$8

JEPQ0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: JEPQ, VIG, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

VIG

+7.8%Year to dateJan 1 → Nov 12+16.0%

+8.8%1 yearTotal return+16.9%

+17.9%3 years · per year$10,000 became $16,406 · $16,806+18.9%

[…]5 years · per year$10,000 became […] · $16,596+10.7%

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

12.24%Trailing 12-mo yield$1,224 · $145 a year on $10k1.45%

−11.5%Worst dropSmaller is better−7.9%

16.9%VolatilityLower is calmer11.0%

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

1–6VIG wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.2%AMZNnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common26.6%

End-of-day Nov 12, 2026 · share of each fund

JEPQ vs VIG Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

VIGVanguard

+16.9%

past year

JEPQVIGFaded: behind in that period

0–3VIG wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

JEPQ vs VIG

YTD

J.P. MorganJEPQ

+7.8%

VIGVanguard

+16.0%

+7.8%Year to date+16.0%

−11.5%Worst drop · 1Y−7.9%

16.9%Volatility · 1Y11.0%

12.2%Yield1.4%

$41.8BAssets$109B

3–1VIG wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

VIG1.45%$145

XLF1.42%$142

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

VIG$145 − $4 = $141

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPQ, VIG, XLF

Today

26.6%most shared, JEPQ and VIG

JEPQVIGXLF

JEPQ—26.6%0.6%

VIG26.6%—19.5%

XLF0.6%19.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.9%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

XLFWorst drop−14.8%15.3% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+7.8%Year to date+16.0%

12.2%Yield1.4%

+8.8%Past year+16.9%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

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JEPQ, VIG and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three