Compare · 3 funds side by side · dividends reinvested

PSR, JEPQ and VIG

PSRInvesco×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

PSR, 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

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.64%+16.4%+15.9%+13.3%+1.4%−11.2%14.3%$60M1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.4

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: PSR 2008 · JEPQ 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Active U.S. Real Estate ETF · $60M$10,736

PSR

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

PSRMeasureJEPQ

+16.4%Year to dateJan 1 → Nov 6+3.2%

+15.9%1 yearTotal return+4.5%

+13.3%3 years · per year$10,000 became $14,541 · $16,202+17.4%

+1.4%5 years · per year$10,000 became $10,736 · […][…]

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

2.64%Trailing 12-mo yield$264 · $1,279 a year on $10k12.79%

−11.2%Worst dropSmaller is better−11.5%

14.3%VolatilityLower is calmer16.7%

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

4–2PSR wins

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

More Ways to See the Pairs

PSR vs JEPQ: Top 5 Holdings

Today

PSR

39.2%in top 5

JEPQ

in top 528.9%

PSRStockJEPQ

10.6%WELLnot top 5

8.4%PLDnot top 5

not top 5AAPL7.4%

7.3%EQIXnot top 5

7.1%AMTnot top 5

not top 5NVDA6.6%

not top 5MSFT6.1%

5.9%DLRnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common0.2%

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

PSR vs JEPQ Returns, Every Period

InvescoPSR

+15.9%

past year

JEPQJ.P. Morgan

+4.5%

past year

PSRJEPQFaded: behind in that period

2–1PSR wins

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

Sector vs Income: PSR vs JEPQ

YTD

InvescoPSR

+16.4%

JEPQJ.P. Morgan

+3.2%

+16.4%Year to date+3.2%

−11.2%Worst drop · 1Y−11.5%

14.3%Volatility · 1Y16.7%

2.6%Yield12.8%

$59.9MAssets$42.6B

3–1PSR wins

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

Cost, Income and Risk

Fees: PSR, JEPQ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

PSR0.35%$35

JEPQ0.35%$35

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

Yields: PSR, JEPQ, VIG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

PSR2.64%$264

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

PSR$264 − $35 = $229

VIG$150 − $4 = $146

KeptFee

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

Overlap: PSR, JEPQ, VIG

Today

26.2%most shared, JEPQ and VIG

PSRJEPQVIG

PSR—0.2%0.0%

JEPQ0.2%—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

+15.9%PSR, at 14.3% volatility

VIGWorst drop−7.9%10.8% vol

PSRWorst drop−11.2%14.3% 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

JEPQPSR

+3.2%Year to date+16.4%

12.8%Yield2.6%

+4.5%Past year+15.9%

0.35%Fee0.35%

2–1PSR 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