Compare · 3 funds side by side · dividends reinvested

JSML, JEPI and VIG

JSMLJanus Henderson×JEPIJ.P. Morgan×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

JSML, JEPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+20.7%+21.9%+23.0%+6.2%−14.8%22.4%$366M2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: JSML 2016 · JEPI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

JSML

Janus Henderson Small Cap Growth Alpha ETF · $366M$13,517

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VIGMeasureJSML

+14.8%Year to dateJan 1 → Nov 9+20.7%

+17.6%1 yearTotal return+21.9%

+18.8%3 years · per year$10,000 became $16,775 · $18,608+23.0%

+10.7%5 years · per year$10,000 became $16,638 · $13,517+6.2%

0.04%Expense ratio$4 · $30 a year on $10k · lower is better0.30%

1.46%Trailing 12-mo yield$146 · $30 a year on $10k0.30%

−7.9%Worst dropSmaller is better−14.8%

11.0%VolatilityLower is calmer22.4%

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

5–3VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs JSML: Top 5 Holdings

Today

VIG

22.1%in top 5

JSML

in top 510.2%

VIGStockJSML

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5RHP2.2%

not top 5CON2.1%

not top 5OPCH2.0%

not top 5CVLT2.0%

not top 5ZWS1.8%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VIG vs JSML Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

JSMLJanus Henderson

+6.2%

5 years, per year

VIGJSMLFaded: behind in that period

1–3JSML wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+14.8%

JEPIJ.P. Morgan

+7.5%

+14.8%Year to date+7.5%

−7.9%Worst drop · 1Y−6.7%

11.0%Volatility · 1Y9.0%

1.5%Yield7.9%

$109BAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JSML, JEPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JSML0.30%$30

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JSML, JEPI, VIG

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

VIG1.46%$146

JSML0.30%$30

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VIG$146 − $4 = $142

JSML$30 − $30 = $0

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JSML, JEPI, VIG

Today

31.2%most shared, JEPI and VIG

JSMLJEPIVIG

JSML—0.0%0.0%

JEPI0.0%—31.2%

VIG0.0%31.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.9%JSML, at 22.4% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

JSMLWorst drop−14.8%22.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIJSML

+7.5%Year to date+20.7%

7.9%Yield0.3%

+10.9%Past year+21.9%

0.35%Fee0.30%

3–1JSML wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026