Compare · 2 funds side by side · dividends reinvested

JPIE and VIG

JPIEJ.P. Morgan×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,495VIG · best of the two

02 / 04

JPIE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.4

JPMorgan Income ETFIncome · Dividend stocks0.40%5.70%+1.8%+3.0%+6.9%+3.2%−1.9%1.9%$11.5B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: JPIE 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Income ETF · $11.5B$11,722

JPIE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested

JPIEMeasureVIG

+1.8%Year to dateJan 1 → Nov 3+14.0%

+3.0%1 yearTotal return+15.9%

+6.9%3 years · per year$10,000 became $12,232 · $17,369+20.2%

+3.2%5 years · per year$10,000 became $11,722 · $16,495+10.5%

0.40%Expense ratio$40 · $4 a year on $10k · lower is better0.04%

5.70%Trailing 12-mo yield$570 · $147 a year on $10k1.47%

−1.9%Worst dropSmaller is better−7.9%

1.9%VolatilityLower is calmer10.0%

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

3–5VIG wins

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

More Ways to See the Pairs

JPIE vs VIG: Top 5 Holdings

Today

JPIE

[…]in top 5

VIG

in top 522.1%

JPIEStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

JPIE vs VIG Returns, Every Period

J.P. MorganJPIE

+3.2%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

JPIEVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JPIE vs VIG

YTD

J.P. MorganJPIE

+1.8%

VIGVanguard

+14.0%

+1.8%Year to date+14.0%

−1.9%Worst drop · 1Y−7.9%

1.9%Volatility · 1Y10.0%

5.7%Yield1.5%

$11.5BAssets$109B

3–1JPIE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JPIE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JPIE0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JPIE, VIG

5.70%highest, JPIE

FundTrailing yieldYield$10k

JPIE5.70%$570

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$530most kept, JPIE

JPIE$570 − $40 = $530

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JPIE, VIG

Today

[…]holdings […]

JPIEVIG

JPIE—[…]

VIG[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%VIG, at 10.0% volatility

JPIEWorst drop−1.9%1.9% vol

VIGWorst drop−7.9%10.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JPIEVIG

+1.8%Year to date+14.0%

5.7%Yield1.5%

+3.0%Past year+15.9%

0.40%Fee0.04%

3–1VIG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026