Compare · 2 funds side by side · dividends reinvested

JOYT and VIG

JOYTJ.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

JOYT 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 Equity and Options Total Return ETFUnsorted0.35%0.75%+11.0%+14.4%[…][…]−7.0%9.6%$117M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: JOYT 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity and Options Total Return ETF · $117M[…]

JOYT

VIG

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

$10,000 five years ago, dividends reinvested · they hold 33.3% in common

JOYTMeasureVIG

+11.0%Year to dateJan 1 → Nov 4+16.4%

+14.4%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

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

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

0.75%Trailing 12-mo yield$75 · $144 a year on $10k1.44%

−7.0%Worst dropSmaller is better−7.9%

9.6%VolatilityLower is calmer10.2%

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

2–4VIG wins

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

More Ways to See the Pairs

JOYT vs VIG: Top 5 Holdings

Today

JOYT

30.3%in top 5

VIG

in top 522.1%

JOYTStockVIG

8.2%NVDAnot top 5

7.3%AAPL4.9%

6.6%MSFT4.9%

not top 5AVGO4.3%

4.2%AMZNnot top 5

4.1%GOOGLnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common33.3%

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

JOYT vs VIG Returns, Every Period

J.P. MorganJOYT

+14.4%

past year

VIGVanguard

+18.9%

past year

JOYTVIGFaded: behind in that period

0–2VIG wins

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

Unsorted vs Income: JOYT vs VIG

YTD

J.P. MorganJOYT

+11.0%

VIGVanguard

+16.4%

+11.0%Year to date+16.4%

−7.0%Worst drop · 1Y−7.9%

9.6%Volatility · 1Y10.2%

0.8%Yield1.4%

$117MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: JOYT, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JOYT0.35%$35

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

Yields: JOYT, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

JOYT0.75%$75

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

JOYT$75 − $35 = $40

KeptFee

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

Overlap: JOYT, VIG

Today

33.3%most shared, JOYT and VIG

JOYTVIG

JOYT—33.3%

VIG33.3%—

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

JOYTWorst drop−7.0%9.6% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

VIGJOYT

+16.4%Year to date+11.0%

1.4%Yield0.8%

+18.9%Past year+14.4%

0.04%Fee0.35%

4–0VIG 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