Compare · 2 funds side by side · dividends reinvested

JIRE and VIG

JIREJ.P. Morgan×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

JIRE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.1

JPMorgan International Research Enhanced Equity ETFInternational · Ex-US broad0.29%2.68%+11.5%+15.6%+19.9%[…]−11.8%16.4%$11.0B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: JIRE 1992 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan International Research Enhanced Equity ETF · $11.0B[…]

JIRE

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JIREMeasureVIG

+11.5%Year to dateJan 1 → Nov 4+16.4%

+15.6%1 yearTotal return+18.9%

+19.9%3 years · per year$10,000 became $17,230 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

2.68%Trailing 12-mo yield$268 · $144 a year on $10k1.44%

−11.8%Worst dropSmaller is better−7.9%

16.4%VolatilityLower is calmer10.2%

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

1–6VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JIRE vs VIG: Top 5 Holdings

Today

JIRE

10.0%in top 5

VIG

in top 522.1%

JIREStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.4%ASML.ASnot top 5

1.9%AZN.Lnot top 5

1.6%SIE.DEnot top 5

1.6%ALV.DEnot top 5

1.5%ROP.SWnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

JIRE vs VIG Returns, Every Period

J.P. MorganJIRE

+15.6%

past year

VIGVanguard

+18.9%

past year

JIREVIGFaded: behind in that period

0–3VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: JIRE vs VIG

YTD

J.P. MorganJIRE

+11.5%

VIGVanguard

+16.4%

+11.5%Year to date+16.4%

−11.8%Worst drop · 1Y−7.9%

16.4%Volatility · 1Y10.2%

2.7%Yield1.4%

$11.0BAssets$109B

3–1VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JIRE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JIRE0.29%$29

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JIRE, VIG

2.68%highest, JIRE

FundTrailing yieldYield$10k

JIRE2.68%$268

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, JIRE

JIRE$268 − $29 = $239

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JIRE, VIG

Today

0.0%most shared, JIRE and VIG

JIREVIG

JIRE—0.0%

VIG0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

JIREWorst drop−11.8%16.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JIREVIG

+11.5%Year to date+16.4%

2.7%Yield1.4%

+15.6%Past year+18.9%

0.29%Fee0.04%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026