Compare · 3 funds side by side · dividends reinvested

VIG, CGDV and JEPQ

VIGVanguard×CGDVCapital Group×JEPQJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

VIG, CGDV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: VIG 2006 · CGDV 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,331

VIG

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 29.5% in common

VIGMeasureCGDV

+12.5%Year to dateJan 1 → Nov 5+9.7%

+15.2%1 yearTotal return+13.2%

+18.9%3 years · per year$10,000 became $16,814 · $19,064+24.0%

+10.3%5 years · per year$10,000 became $16,331 · […][…]

0.04%Expense ratio$4 · $33 a year on $10k · lower is better0.33%

1.49%Trailing 12-mo yield$149 · $127 a year on $10k1.27%

−7.9%Worst dropSmaller is better−9.7%

10.8%VolatilityLower is calmer13.4%

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

6–1VIG wins

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

More Ways to See the Pairs

VIG vs CGDV: Top 5 Holdings

Today

VIG

22.1%in top 5

CGDV

in top 524.4%

VIGStockCGDV

4.9%MSFT7.0%

not top 5NVDA6.1%

4.9%AAPLnot top 5

4.3%AVGO4.3%

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5META3.8%

not top 5RTX3.2%

Held in common29.5%

End-of-day Nov 5, 2026 · share of each fund

VIG vs CGDV Returns, Every Period

VanguardVIG

+15.2%

past year

CGDVCapital Group

+13.2%

past year

VIGCGDVFaded: behind in that period

2–1VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VIG vs JEPQ

YTD

VanguardVIG

+12.5%

JEPQJ.P. Morgan

+8.5%

+12.5%Year to date+8.5%

−7.9%Worst drop · 1Y−8.8%

10.8%Volatility · 1Y15.5%

1.5%Yield12.2%

$109BAssets$42.1B

3–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, CGDV, JEPQ

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VIG, CGDV, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VIG1.49%$149

CGDV1.27%$127

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VIG, CGDV, JEPQ

Today

29.5%most shared, VIG and CGDV

VIGCGDVJEPQ

VIG—29.5%26.3%

CGDV29.5%—29.0%

JEPQ26.3%29.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+8.5%Year to date+12.5%

12.2%Yield1.5%

+9.3%Past year+15.2%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026