Compare · 3 funds side by side · dividends reinvested

VIG, IGV and JEPI

VIGVanguard×IGViShares×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,596VIG · best of the three

Story of the three · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the three · RiskSmallest drop

VIG, IGV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B1.8

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−8.6%+12.5%+2.8%−32.8%32.9%$12.9B2.9

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

End-of-day Nov 12, 2026 · returns include dividends · since: VIG 2006 · IGV 2001 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,596

VIG

IGV

iShares Expanded Tech-Software Sector ETF · $12.9B$11,470

$10,000 five years ago, dividends reinvested · they hold 6.5% in common

VIGMeasure

More Ways to See the Pairs

VIG vs IGV: Top 5 Holdings

Today

VIG

22.1%in top 5

IGV

in top 541.4%

VIGStockIGV

4.9%MSFT8.9%

not top 5PLTR8.6%

not top 5PANW8.4%

not top 5CRWD7.9%

not top 5ORCL

Cost, Income and Risk

Fees: VIG, IGV, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

IGV0.38%$38

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: VIG, IGV, JEPI

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

IGV

+16.0%Year to dateJan 1 → Nov 12−4.0%

+16.9%1 yearTotal return−8.6%

+18.9%3 years · per year$10,000 became $16,806 · $14,251+12.5%

+10.7%5 years · per year$10,000 became $16,596 · $11,470+2.8%

0.04%Expense ratio$4 · $38 a year on $10k · lower is better0.38%

1.45%Trailing 12-mo yield$145 · $2 a year on $10k0.02%

−7.9%Worst dropSmaller is better−32.8%

11.0%VolatilityLower is calmer32.9%

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

8–0VIG wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

7.6%

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common6.5%

End-of-day Nov 12, 2026 · share of each fund

VIG vs IGV Returns, Every Period

5Y

VanguardVIG

+10.7%

5 years, per year

IGViShares

+2.8%

5 years, per year

VIGIGVFaded: behind in that period

4–0VIG wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+16.0%

JEPIJ.P. Morgan

+8.3%

+16.0%Year to date+8.3%

−7.9%Worst drop · 1Y−6.7%

11.0%Volatility · 1Y9.0%

1.4%Yield7.9%

$109BAssets$47.3B

3–1JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

VIG1.45%$145

IGV0.02%$2

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

VIG$145 − $4 = $141

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VIG, IGV, JEPI

Today

31.6%most shared, VIG and JEPI

VIGIGVJEPI

VIG—6.5%31.6%

IGV6.5%—3.4%

JEPI31.6%3.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.9%VIG, at 11.0% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

IGVWorst drop−32.8%32.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+8.3%Year to date+16.0%

7.9%Yield1.4%

+10.1%Past year+16.9%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

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VIG, IGV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three