Compare · 3 funds side by side · dividends reinvested

VIG, FAS and JEPI

VIGVanguard×FASDirexion×JEPIJ.P. Morgan×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,653VIG · best of the three

Story of the three · IncomeMost incomeFAS · 8.05% · $805 a year on $10k

Story of the three · RiskSmallest drop

VIG, FAS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.8

Direxion Daily Financial Bull 3X ETFLeveraged · An index0.92%8.05%+9.4%+19.9%+50.3%+7.1%−40.9%45.4%$2.1B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: VIG 2006 · FAS 2008 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,653

VIG

FAS

Direxion Daily Financial Bull 3X ETF · $2.1B$14,090

$10,000 five years ago, dividends reinvested · they hold 12.6% in common

VIGMeasure

More Ways to See the Pairs

VIG vs FAS: Top 5 Holdings

Today

VIG

22.1%in top 5

FAS

in top 59.2%

VIGStockFAS

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPM

Cost, Income and Risk

Fees: VIG, FAS, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

FAS0.92%$92

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: VIG, FAS, JEPI

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

FAS

+16.0%Year to dateJan 1 → Nov 11+9.4%

+17.8%1 yearTotal return+19.9%

+18.9%3 years · per year$10,000 became $16,811 · $33,949+50.3%

+10.7%5 years · per year$10,000 became $16,653 · $14,090+7.1%

0.04%Expense ratio$4 · $92 a year on $10k · lower is better0.92%

1.45%Trailing 12-mo yield$145 · $805 a year on $10k8.05%

−7.9%Worst dropSmaller is better−40.9%

11.0%VolatilityLower is calmer45.4%

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

5–3VIG wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.3%

not top 5BRK-B2.8%

not top 5V1.9%

not top 5MA1.4%

not top 5BAC0.8%

Held in common12.6%

End-of-day Nov 11, 2026 · share of each fund

VIG vs FAS Returns, Every Period

5Y

VanguardVIG

+10.7%

5 years, per year

FASDirexion

+7.1%

5 years, per year

VIGFASFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Leveraged: VIG vs FAS

YTD

VanguardVIG

+16.0%

FASDirexion

+9.4%

+16.0%Year to date+9.4%

−7.9%Worst drop · 1Y−40.9%

11.0%Volatility · 1Y45.4%

1.4%Yield8.1%

$109BAssets$2.1B

3–1VIG wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

8.05%highest, FAS

FundTrailing yieldYield$10k

FAS8.05%$805

JEPI7.84%$784

VIG1.45%$145

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

FAS$805 − $92 = $713

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VIG, FAS, JEPI

Today

31.5%most shared, VIG and JEPI

VIGFASJEPI

VIG—12.6%31.5%

FAS12.6%—6.4%

JEPI31.5%6.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.9%FAS, at 45.4% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

FASWorst drop−40.9%45.4% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FASVIG

+9.4%Year to date+16.0%

8.1%Yield1.4%

+19.9%Past year+17.8%

0.92%Fee0.04%

2–2level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

Loading…

VIG, FAS and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three