Compare · 2 funds side by side · dividends reinvested

JMOM and VIG

JMOMJ.P. Morgan×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,473JMOM · best of the two

02 / 04

JMOM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

JPMorgan U.S. Momentum Factor ETFUS Stock Styles · Factor0.12%0.84%+9.6%+10.6%+24.0%+10.5%−13.4%18.8%$2.7B1.8

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: JMOM 2017 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan U.S. Momentum Factor ETF · $2.7B$16,473

JMOM

VIG

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

$10,000 five years ago, dividends reinvested · they hold 32.1% in common

JMOMMeasureVIG

+9.6%Year to dateJan 1 → Nov 5+12.5%

+10.6%1 yearTotal return+15.2%

+24.0%3 years · per year$10,000 became $19,065 · $16,814+18.9%

+10.5%5 years · per year$10,000 became $16,473 · $16,331+10.3%

0.12%Expense ratio$12 · $4 a year on $10k · lower is better0.04%

0.84%Trailing 12-mo yield$84 · $149 a year on $10k1.49%

−13.4%Worst dropSmaller is better−7.9%

18.8%VolatilityLower is calmer10.8%

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

2–6VIG wins

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

More Ways to See the Pairs

JMOM vs VIG: Top 5 Holdings

Today

JMOM

10.7%in top 5

VIG

in top 522.1%

JMOMStockVIG

2.3%MSFT4.9%

2.3%AAPL4.9%

1.9%AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.2%AMDnot top 5

2.0%JNJnot top 5

Held in common32.1%

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

JMOM vs VIG Returns, Every Period

J.P. MorganJMOM

+10.5%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

JMOMVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: JMOM vs VIG

YTD

J.P. MorganJMOM

+9.6%

VIGVanguard

+12.5%

+9.6%Year to date+12.5%

−13.4%Worst drop · 1Y−7.9%

18.8%Volatility · 1Y10.8%

0.8%Yield1.5%

$2.7BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: JMOM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JMOM0.12%$12

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

Yields: JMOM, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

JMOM0.84%$84

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

JMOM$84 − $12 = $72

KeptFee

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

Overlap: JMOM, VIG

Today

32.1%most shared, JMOM and VIG

JMOMVIG

JMOM—32.1%

VIG32.1%—

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

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

JMOMWorst drop−13.4%18.8% vol

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

Paid More vs Made More

YTD

VIGJMOM

+12.5%Year to date+9.6%

1.5%Yield0.8%

+15.2%Past year+10.6%

0.04%Fee0.12%

4–0VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026