Compare · 3 funds side by side · dividends reinvested

PRFD, JEPQ and VIG

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,583VIG · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

PRFD, JEPQ and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B2.1

PIMCO Preferred And Capital Securities Active Exchange-Traded FundUnsorted0.87%6.07%+0.5%+1.2%+9.2%[…]−3.6%3.6%$236M2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: PRFD 2023 · JEPQ 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236M[…]

PRFD

JEPQ

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

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

PRFD

More Ways to See the Pairs

PRFD vs JEPQ: Top 5 Holdings

Today

PRFD

1.4%in top 5

JEPQ

in top 528.0%

PRFDStockJEPQ

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

not top 5AMZN4.3%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: PRFD, JEPQ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPQ0.35%$35

PRFD0.87%$87

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

Yields: PRFD, JEPQ, VIG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

Measure

JEPQ

+0.5%Year to dateJan 1 → Nov 10+6.0%

+1.2%1 yearTotal return+8.8%

+9.2%3 years · per year$10,000 became $13,013 · $16,284+17.6%

[…]5 years · per year[…]

0.87%Expense ratio$87 · $35 a year on $10k · lower is better0.35%

6.07%Trailing 12-mo yield$607 · $1,245 a year on $10k12.45%

−3.6%Worst dropSmaller is better−11.5%

3.6%VolatilityLower is calmer16.9%

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

2–5JEPQ wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.4%MS-PQnot top 5

0.3%WFC-PZnot top 5

0.3%JPM-PLnot top 5

0.2%VOYA-PBnot top 5

0.2%T-PCnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

PRFD vs JEPQ Returns, Every Period

1Y

PIMCOPRFD

+1.2%

past year

JEPQJ.P. Morgan

+8.8%

past year

PRFDJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PRFD vs JEPQ

YTD

PIMCOPRFD

+0.5%

JEPQJ.P. Morgan

+6.0%

+0.5%Year to date+6.0%

−3.6%Worst drop · 1Y−11.5%

3.6%Volatility · 1Y16.9%

6.1%Yield12.4%

$236MAssets$40.7B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

PRFD6.07%$607

VIG1.46%$146

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

PRFD$607 − $87 = $520

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PRFD, JEPQ, VIG

Today

26.3%most shared, JEPQ and VIG

PRFDJEPQVIG

PRFD—0.0%0.0%

JEPQ0.0%—26.3%

VIG0.0%26.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.8%VIG, at 11.0% volatility

PRFDWorst drop−3.6%3.6% vol

VIGWorst drop−7.9%11.0% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+6.0%Year to date+15.1%

12.4%Yield1.5%

+8.8%Past year+17.8%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

Loading…

PRFD, JEPQ and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three