Compare · 4 funds side by side · dividends reinvested

VIG, GISC, CGDV and JEPI

VIGVanguard×GISCGuggenheim×CGDVCapital Group×JEPIJ.P. Morgan×

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

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

VIG, GISC, CGDV 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%$109B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.8B2.4

Guggenheim Funds Trust - Guggenheim Securitized Income ETFIncome · Dividend stocks0.47%1.97%[…][…][…][…][…][…]$93M3.0

Rank among the four1st → 4thFee, 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 · GISC 2026 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Guggenheim Funds Trust - Guggenheim Securitized Income ETF · $93M[…]

GISC

More Ways to See the Pairs

GISC vs CGDV: Top 5 Holdings

Today

GISC

86.1%in top 5

CGDV

in top 524.1%

GISCStockCGDV

50.6%FNnot top 5

25.4%FRnot top 5

not top 5MSFT6.8%

not top 5NVDA5.3%

5.2%VMCnot top 5

Cost, Income and Risk

Fees: VIG, GISC, CGDV, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPI0.35%$35

GISC0.47%$47

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

Popular Pairs Near These Four

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%

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

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

GISCMeasureCGDV

[…]Year to dateJan 1 → Nov 11+13.5%

[…]1 yearTotal return+15.0%

[…]3 years · per year$10,000 became […] · $19,001+23.9%

[…]5 years · per year[…]

0.47%Expense ratio$47 · $33 a year on $10k · lower is better0.33%

1.97%Trailing 12-mo yield$197 · $123 a year on $10k1.23%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer13.5%

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

1–1Level

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

not top 5AVGO4.6%

not top 5META4.2%

not top 5GE3.3%

2.7%PLNTnot top 5

2.3%ORnot top 5

Held in common0.0%

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

GISC vs CGDV Returns, Every Period

1Y

GuggenheimGISC

[…]

past year

CGDVCapital Group

+15.0%

past year

Returns […]

GISCCGDVFaded: behind in that period

0–0Level

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

GISC vs JEPI

YTD

GuggenheimGISC

[…]

JEPIJ.P. Morgan

+8.6%

[…]Year to date+8.6%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

2.0%Yield7.8%

$92.9MAssets$46.6B

1–0JEPI wins

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

Yields: VIG, GISC, CGDV, JEPI

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

GISC1.97%$197

VIG1.45%$145

CGDV1.23%$123

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

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

GISC$197 − $47 = $150

VIG$145 − $4 = $141

CGDV$123 − $33 = $90

KeptFee

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

Overlap: VIG, GISC, CGDV, JEPI

Today

31.5%most shared, VIG and JEPI

VIGGISCCGDVJEPI

VIG—0.1%29.3%31.5%

GISC0.1%—0.0%0.2%

CGDV29.3%0.0%—27.3%

JEPI31.5%0.2%27.3%—

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

Return vs Bumpiness: 4 ETFs

1Y

+17.8%VIG, at 11.0% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

CGDVWorst drop−9.7%13.5% vol

GISCWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIVIG

+8.6%Year to date+16.0%

7.8%Yield1.4%

+11.2%Past year+17.8%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

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VIG, GISC, CGDV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four