Compare · 3 funds side by side · dividends reinvested

SPY, VIG and JEPQ

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,214SPY · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

SPY, VIG and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$806B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B2.7

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

End-of-day Nov 13, 2026 · returns include dividends · since: SPY 1993 · VIG 2006 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P 500 ETF · $806B$17,214

SPY

VIG

Vanguard Dividend Appreciation ETF · $109B$16,513

$10,000 five years ago, dividends reinvested · they hold 42.9% in common

SPYMeasure

More Ways to See the Pairs

SPY vs VIG: Top 5 Holdings

Today

SPY

26.8%in top 5

VIG

in top 522.1%

SPYStockVIG

7.9%AAPL4.9%

6.4%NVDAnot top 5

5.9%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY

Cost, Income and Risk

Fees: SPY, VIG, JEPQ

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SPY0.09%$9

JEPQ0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SPY, VIG, JEPQ

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

VIG

+11.5%Year to dateJan 1 → Nov 13+16.0%

+11.6%1 yearTotal return+16.3%

+21.4%3 years · per year$10,000 became $17,889 · $16,797+18.9%

+11.5%5 years · per year$10,000 became $17,214 · $16,513+10.6%

0.09%Expense ratio$9 · $4 a year on $10k · lower is better0.04%

1.01%Trailing 12-mo yield$101 · $145 a year on $10k1.45%

−8.9%Worst dropSmaller is better−7.9%

13.7%VolatilityLower is calmer11.0%

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

2–6VIG wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%

4.0%AMZNnot top 5

not top 5JPM3.9%

2.6%GOOGLnot top 5

Held in common42.9%

End-of-day Nov 13, 2026 · share of each fund

SPY vs VIG Returns, Every Period

5Y

SPDRSPY

+11.5%

5 years, per year

VIGVanguard

+10.6%

5 years, per year

SPYVIGFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Core vs Income: SPY vs JEPQ

YTD

SPDRSPY

+11.5%

JEPQJ.P. Morgan

+6.7%

+11.5%Year to date+6.7%

−8.9%Worst drop · 1Y−11.5%

13.7%Volatility · 1Y17.0%

1.0%Yield12.4%

$806BAssets$42.6B

3–1SPY wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

VIG1.45%$145

SPY1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

VIG$145 − $4 = $141

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SPY, VIG, JEPQ

Today

49.2%most shared, SPY and JEPQ

SPYVIGJEPQ

SPY—42.9%49.2%

VIG42.9%—26.6%

JEPQ49.2%26.6%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.3%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

SPYWorst drop−8.9%13.7% vol

JEPQWorst drop−11.5%17.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+6.7%Year to date+16.0%

12.4%Yield1.4%

+7.6%Past year+16.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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SPY, VIG and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three