Compare · 4 funds side by side · dividends reinvested

JEPQ, WCEO, DGRO and VIG

JEPQJ.P. Morgan×WCEOHypatia Capital×DGROiShares×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,835DGRO · best of the four

02 / 04

JEPQ, WCEO, DGRO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.5

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.7%+20.1%+18.6%[…]−7.3%14.3%$13M2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B3.4

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: JEPQ 2022 · WCEO 2023 · DGRO 2014 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Hypatia Women CEO ETF · $13M[…]

WCEO

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

WCEOMeasureVIG

+16.7%Year to dateJan 1 → Nov 6+12.1%

+20.1%1 yearTotal return+14.3%

+18.6%3 years · per year$10,000 became $16,677 · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.85%Expense ratio$85 · $4 a year on $10k · lower is better0.04%

0.55%Trailing 12-mo yield$55 · $150 a year on $10k1.50%

−7.3%Worst dropSmaller is better−7.9%

14.3%VolatilityLower is calmer10.8%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WCEO vs VIG: Top 5 Holdings

Today

WCEO

8.1%in top 5

VIG

in top 522.1%

WCEOStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.7%CLXnot top 5

1.6%TRnot top 5

1.6%ACInot top 5

1.6%KMInot top 5

1.5%MPCnot top 5

Held in common4.8%

End-of-day Nov 6, 2026 · share of each fund

WCEO vs VIG Returns, Every Period

Hypatia CapitalWCEO

+20.1%

past year

VIGVanguard

+14.3%

past year

WCEOVIGFaded: behind in that period

2–0WCEO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: WCEO vs JEPQ

YTD

Hypatia CapitalWCEO

+16.7%

JEPQJ.P. Morgan

+3.2%

+16.7%Year to date+3.2%

−7.3%Worst drop · 1Y−11.5%

14.3%Volatility · 1Y16.7%

0.5%Yield12.8%

$13.4MAssets$42.6B

3–1WCEO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, WCEO, DGRO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

JEPQ0.35%$35

WCEO0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPQ, WCEO, DGRO, VIG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

DGRO1.87%$187

VIG1.50%$150

WCEO0.55%$55

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

DGRO$187 − $8 = $179

VIG$150 − $4 = $146

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCEO, DGRO, VIG

Today

68.1%most shared, DGRO and VIG

JEPQWCEODGROVIG

JEPQ—1.2%19.6%26.2%

WCEO1.2%—6.0%4.8%

DGRO19.6%6.0%—68.1%

VIG26.2%4.8%68.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

WCEOWorst drop−7.3%14.3% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCEO

+3.2%Year to date+16.7%

12.8%Yield0.5%

+4.5%Past year+20.1%

0.35%Fee0.85%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026