Compare · 2 funds side by side · dividends reinvested

JFLI and VIG

JFLIJ.P. Morgan×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

JFLI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.4

JPMorgan Flexible Income ETFIncome · Dividend stocks0.51%8.52%+5.3%+7.6%[…][…]−6.7%10.4%$50M1.5

Rank among the two1st → 2ndFee, 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: JFLI 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Flexible Income ETF · $50M[…]

JFLI

VIG

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

$10,000 five years ago, dividends reinvested · they hold 7.1% in common

JFLIMeasureVIG

+5.3%Year to dateJan 1 → Nov 6+12.1%

+7.6%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

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

0.51%Expense ratio$51 · $4 a year on $10k · lower is better0.04%

8.52%Trailing 12-mo yield$852 · $150 a year on $10k1.50%

−6.7%Worst dropSmaller is better−7.9%

10.4%VolatilityLower is calmer10.8%

JFLIVIG 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

JFLI vs VIG: Top 5 Holdings

Today

JFLI

58.0%in top 5

VIG

in top 522.1%

JFLIStockVIG

26.4%BBHYnot top 5

19.0%JEPQnot top 5

6.2%JPHYnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.4%JEPInot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.9%JPIEnot top 5

Held in common7.1%

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

JFLI vs VIG Returns, Every Period

J.P. MorganJFLI

+7.6%

past year

VIGVanguard

+14.3%

past year

JFLIVIGFaded: behind in that period

0–2VIG wins

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

JFLI vs VIG

YTD

J.P. MorganJFLI

+5.3%

VIGVanguard

+12.1%

+5.3%Year to date+12.1%

−6.7%Worst drop · 1Y−7.9%

10.4%Volatility · 1Y10.8%

8.5%Yield1.5%

$49.7MAssets$109B

3–1JFLI wins

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

Cost, Income and Risk

Fees: JFLI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JFLI0.51%$51

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

Yields: JFLI, VIG

8.52%highest, JFLI

FundTrailing yieldYield$10k

JFLI8.52%$852

VIG1.50%$150

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

Income After Fees on $10,000

$801most kept, JFLI

JFLI$852 − $51 = $801

VIG$150 − $4 = $146

KeptFee

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

Overlap: JFLI, VIG

Today

7.1%most shared, JFLI and VIG

JFLIVIG

JFLI—7.1%

VIG7.1%—

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

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

JFLIWorst drop−6.7%10.4% vol

VIGWorst drop−7.9%10.8% vol

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

Paid More vs Made More

YTD

JFLIVIG

+5.3%Year to date+12.1%

8.5%Yield1.5%

+7.6%Past year+14.3%

0.51%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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