Compare · 2 funds side by side · dividends reinvested

JMEE and VIG

JMEEJ.P. Morgan×VIGVanguard×

Versus in desk

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

02 / 04

JMEE 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%$109B1.3

JPMorgan Small & Mid Cap Enhanced Equity ETFUS Stock Styles · Mid cap0.34%0.96%+17.8%+21.1%+19.8%[…]−8.2%15.1%$3.0B1.7

Rank among the two1st → 2ndFee, 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: JMEE 1998 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Small & Mid Cap Enhanced Equity ETF · $3.0B[…]

JMEE

VIG

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

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

JMEEMeasureVIG

+17.8%Year to dateJan 1 → Nov 5+16.4%

+21.1%1 yearTotal return+18.9%

+19.8%3 years · per year$10,000 became $17,191 · $17,533+20.6%

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

0.34%Expense ratio$34 · $4 a year on $10k · lower is better0.04%

0.96%Trailing 12-mo yield$96 · $144 a year on $10k1.44%

−8.2%Worst dropSmaller is better−7.9%

15.1%VolatilityLower is calmer10.2%

JMEEVIG 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

JMEE vs VIG: Top 5 Holdings

Today

JMEE

3.2%in top 5

VIG

in top 522.1%

JMEEStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.8%OKTAnot top 5

0.8%UTHRnot top 5

0.6%FTInot top 5

0.6%HALOnot top 5

0.5%RSnot top 5

Held in common2.9%

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

JMEE vs VIG Returns, Every Period

J.P. MorganJMEE

+21.1%

past year

VIGVanguard

+18.9%

past year

JMEEVIGFaded: behind in that period

2–1JMEE wins

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

Stocks vs Income: JMEE vs VIG

YTD

J.P. MorganJMEE

+17.8%

VIGVanguard

+16.4%

+17.8%Year to date+16.4%

−8.2%Worst drop · 1Y−7.9%

15.1%Volatility · 1Y10.2%

1.0%Yield1.4%

$3.0BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: JMEE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JMEE0.34%$34

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

Yields: JMEE, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

JMEE0.96%$96

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

JMEE$96 − $34 = $62

KeptFee

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

Overlap: JMEE, VIG

Today

2.9%most shared, JMEE and VIG

JMEEVIG

JMEE—2.9%

VIG2.9%—

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

Return vs Bumpiness: 2 ETFs

+21.1%JMEE, at 15.1% volatility

VIGWorst drop−7.9%10.2% vol

JMEEWorst drop−8.2%15.1% vol

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

Paid More vs Made More

YTD

VIGJMEE

+16.4%Year to date+17.8%

1.4%Yield1.0%

+18.9%Past year+21.1%

0.04%Fee0.34%

2–2level

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026