Compare · 3 funds side by side · dividends reinvested

MATR, JEPQ and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

MATR, JEPQ and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.1

Harbor Multi-Asset Explorer ETFUnsorted0.80%2.95%+0.2%+2.0%+14.0%[…]−7.7%11.7%$10M2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: MATR 2023 · JEPQ 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Multi-Asset Explorer ETF · $10M[…]

MATR

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

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

MATRMeasureJEPQ

+0.2%Year to dateJan 1 → Nov 6+3.2%

+2.0%1 yearTotal return+4.5%

+14.0%3 years · per year$10,000 became $14,797 · $16,202+17.4%

[…]5 years · per year[…]

0.80%Expense ratio$80 · $35 a year on $10k · lower is better0.35%

2.95%Trailing 12-mo yield$295 · $1,279 a year on $10k12.79%

−7.7%Worst dropSmaller is better−11.5%

11.7%VolatilityLower is calmer16.7%

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

2–5JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MATR vs JEPQ: Top 5 Holdings

Today

MATR

50.0%in top 5

JEPQ

in top 528.9%

MATRStockJEPQ

15.3%IVVnot top 5

10.0%VGKnot top 5

9.4%IEMGnot top 5

7.9%FLJPnot top 5

not top 5AAPL7.4%

7.4%QQQMnot top 5

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

MATR vs JEPQ Returns, Every Period

HarborMATR

+2.0%

past year

JEPQJ.P. Morgan

+4.5%

past year

MATRJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: MATR vs JEPQ

YTD

HarborMATR

+0.2%

JEPQJ.P. Morgan

+3.2%

+0.2%Year to date+3.2%

−7.7%Worst drop · 1Y−11.5%

11.7%Volatility · 1Y16.7%

3.0%Yield12.8%

$9.8MAssets$40.7B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MATR, JEPQ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPQ0.35%$35

MATR0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MATR, JEPQ, VIG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

MATR2.95%$295

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

MATR$295 − $80 = $215

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MATR, JEPQ, VIG

Today

26.2%most shared, JEPQ and VIG

MATRJEPQVIG

MATR—0.0%0.0%

JEPQ0.0%—26.2%

VIG0.0%26.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

MATRWorst drop−7.7%11.7% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+3.2%Year to date+12.1%

12.8%Yield1.5%

+4.5%Past year+14.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026