Compare · 3 funds side by side · dividends reinvested

VIG, JEPI and SGOV

VIGVanguard×JEPIJ.P. Morgan×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

VIG, JEPI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.0

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: VIG 2006 · JEPI 2020 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 30.7% in common

VIGMeasureJEPI

+12.1%Year to dateJan 1 → Nov 6+5.3%

+14.3%1 yearTotal return+8.2%

+18.6%3 years · per year$10,000 became $16,669 · $13,562+10.7%

+10.2%5 years · per year$10,000 became $16,243 · $14,118+7.1%

0.04%Expense ratio$4 · $35 a year on $10k · lower is better0.35%

1.50%Trailing 12-mo yield$150 · $809 a year on $10k8.09%

−7.9%Worst dropSmaller is better−6.7%

10.8%VolatilityLower is calmer8.8%

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

5–3VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs JEPI: Top 5 Holdings

Today

VIG

22.1%in top 5

JEPI

in top 59.9%

VIGStockJEPI

4.9%MSFT2.0%

4.9%AAPL2.0%

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common30.7%

End-of-day Nov 6, 2026 · share of each fund

VIG vs JEPI Returns, Every Period

VanguardVIG

+10.2%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

VIGJEPIFaded: behind in that period

4–0VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+12.1%

JEPIJ.P. Morgan

+5.3%

+12.1%Year to date+5.3%

−7.9%Worst drop · 1Y−6.7%

10.8%Volatility · 1Y8.8%

1.5%Yield8.1%

$109BAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, JEPI, SGOV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SGOV0.09%$9

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VIG, JEPI, SGOV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SGOV3.63%$363

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SGOV$363 − $9 = $354

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VIG, JEPI, SGOV

Today

30.7%most shared, VIG and JEPI

VIGJEPISGOV

VIG—30.7%[…]

JEPI30.7%—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

SGOVWorst drop0.0%0.2% vol

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+5.3%Year to date+12.1%

8.1%Yield1.5%

+8.2%Past year+14.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026