Compare · 2 funds side by side · dividends reinvested

JPSE and VIG

JPSEJ.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

JPSE 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 Diversified Return U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.29%1.47%+13.2%+16.4%+16.5%+6.2%−8.0%14.7%$574M1.8

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: JPSE 2016 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Diversified Return U.S. Small Cap Equity ETF · $574M$13,499

JPSE

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

JPSEMeasureVIG

+13.2%Year to dateJan 1 → Nov 5+12.5%

+16.4%1 yearTotal return+15.2%

+16.5%3 years · per year$10,000 became $15,823 · $16,814+18.9%

+6.2%5 years · per year$10,000 became $13,499 · $16,331+10.3%

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

1.47%Trailing 12-mo yield$147 · $149 a year on $10k1.49%

−8.0%Worst dropSmaller is better−7.9%

14.7%VolatilityLower is calmer10.8%

JPSEVIG 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

JPSE vs VIG: Top 5 Holdings

Today

JPSE

1.9%in top 5

VIG

in top 522.1%

JPSEStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.4%SIGnot top 5

0.4%YOUnot top 5

0.4%PEBnot top 5

0.4%DRHnot top 5

0.4%APLEnot top 5

Held in common0.7%

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

JPSE vs VIG Returns, Every Period

J.P. MorganJPSE

+6.2%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

JPSEVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: JPSE vs VIG

YTD

J.P. MorganJPSE

+13.2%

VIGVanguard

+12.5%

+13.2%Year to date+12.5%

−8.0%Worst drop · 1Y−7.9%

14.7%Volatility · 1Y10.8%

1.5%Yield1.5%

$574MAssets$109B

2–1VIG wins

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

Cost, Income and Risk

Fees: JPSE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JPSE0.29%$29

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

Yields: JPSE, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

JPSE1.47%$147

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

JPSE$147 − $29 = $118

KeptFee

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

Overlap: JPSE, VIG

Today

0.7%most shared, JPSE and VIG

JPSEVIG

JPSE—0.7%

VIG0.7%—

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

Return vs Bumpiness: 2 ETFs

+16.4%JPSE, at 14.7% volatility

VIGWorst drop−7.9%10.8% vol

JPSEWorst drop−8.0%14.7% vol

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

Paid More vs Made More

YTD

VIGJPSE

+12.5%Year to date+13.2%

1.5%Yield1.5%

+15.2%Past year+16.4%

0.04%Fee0.29%

2–1JPSE 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