Compare · 3 funds side by side · dividends reinvested

PREF, JEPQ and VIG

PREFPrincipal×JEPQJ.P. Morgan×VIGVanguard×

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

02 / 04

PREF, 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%$109B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.1

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.03%+0.7%+1.8%+9.2%+2.6%−2.9%3.3%$1.9B2.3

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: PREF 2017 · JEPQ 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,389

PREF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

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

PREFMeasureJEPQ

+0.7%Year to dateJan 1 → Nov 6+3.2%

+1.8%1 yearTotal return+4.5%

+9.2%3 years · per year$10,000 became $13,030 · $16,202+17.4%

+2.6%5 years · per year$10,000 became $11,389 · […][…]

0.55%Expense ratio$55 · $35 a year on $10k · lower is better0.35%

5.03%Trailing 12-mo yield$503 · $1,279 a year on $10k12.79%

−2.9%Worst dropSmaller is better−11.5%

3.3%VolatilityLower is calmer16.7%

PREFJEPQ 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

PREF vs JEPQ: Top 5 Holdings

Today

PREF

0.4%in top 5

JEPQ

in top 528.9%

PREFStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

0.4%GVMXXnot top 5

Held in common0.0%

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

PREF vs JEPQ Returns, Every Period

PrincipalPREF

+1.8%

past year

JEPQJ.P. Morgan

+4.5%

past year

PREFJEPQFaded: behind in that period

0–3JEPQ wins

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

Unsorted vs Income: PREF vs JEPQ

YTD

PrincipalPREF

+0.7%

JEPQJ.P. Morgan

+3.2%

+0.7%Year to date+3.2%

−2.9%Worst drop · 1Y−11.5%

3.3%Volatility · 1Y16.7%

5.0%Yield12.8%

$1.9BAssets$42.6B

2–2level

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

Cost, Income and Risk

Fees: PREF, JEPQ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPQ0.35%$35

PREF0.55%$55

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

Yields: PREF, JEPQ, VIG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

PREF5.03%$503

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

PREF$503 − $55 = $448

VIG$150 − $4 = $146

KeptFee

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

Overlap: PREF, JEPQ, VIG

Today

26.2%most shared, JEPQ and VIG

PREFJEPQVIG

PREF—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

PREFWorst drop−2.9%3.3% vol

VIGWorst drop−7.9%10.8% 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%

$42.6BAssets$46.8B

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%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026