Compare · 2 funds side by side · dividends reinvested

JPUS and VIG

JPUSJ.P. Morgan×VIGVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

JPUS and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Diversified Return U.S. Equity ETFUS Stock Styles · Large cap0.18%1.97%+18.0%+21.5%+19.4%+10.0%−6.9%10.1%$465M1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: JPUS 2015 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Diversified Return U.S. Equity ETF · $465M$16,076

JPUS

VIG

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

$10,000 five years ago, dividends reinvested · they hold 20.6% in common

JPUSMeasureVIG

+18.0%Year to dateJan 1 → Nov 4+16.4%

+21.5%1 yearTotal return+18.9%

+19.4%3 years · per year$10,000 became $17,021 · $17,533+20.6%

+10.0%5 years · per year$10,000 became $16,076 · $17,005+11.2%

0.18%Expense ratio$18 · $4 a year on $10k · lower is better0.04%

1.97%Trailing 12-mo yield$197 · $144 a year on $10k1.44%

−6.9%Worst dropSmaller is better−7.9%

10.1%VolatilityLower is calmer10.2%

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

5–3JPUS wins

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

More Ways to See the Pairs

JPUS vs VIG: Top 5 Holdings

Today

JPUS

2.3%in top 5

VIG

in top 522.1%

JPUSStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.5%EXELnot top 5

0.5%HSTnot top 5

0.5%PMnot top 5

0.5%UTHRnot top 5

0.5%XOMnot top 5

Held in common20.6%

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

JPUS vs VIG Returns, Every Period

J.P. MorganJPUS

+10.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

JPUSVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: JPUS vs VIG

YTD

J.P. MorganJPUS

+18.0%

VIGVanguard

+16.4%

+18.0%Year to date+16.4%

−6.9%Worst drop · 1Y−7.9%

10.1%Volatility · 1Y10.2%

2.0%Yield1.4%

$465MAssets$109B

4–0JPUS wins

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

Cost, Income and Risk

Fees: JPUS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JPUS0.18%$18

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

Yields: JPUS, VIG

1.97%highest, JPUS

FundTrailing yieldYield$10k

JPUS1.97%$197

VIG1.44%$144

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

Income After Fees on $10,000

$179most kept, JPUS

JPUS$197 − $18 = $179

VIG$144 − $4 = $140

KeptFee

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

Overlap: JPUS, VIG

Today

20.6%most shared, JPUS and VIG

JPUSVIG

JPUS—20.6%

VIG20.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.5%JPUS, at 10.1% volatility

JPUSWorst drop−6.9%10.1% 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

JPUSVIG

+18.0%Year to date+16.4%

2.0%Yield1.4%

+21.5%Past year+18.9%

0.18%Fee0.04%

3–1JPUS 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