Compare · 3 funds side by side · dividends reinvested

VIG, JEPQ and JEPI

VIGVanguard×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,495VIG · best of the three

02 / 04

VIG, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.1

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

End-of-day Nov 3, 2026 · returns include dividends · since: VIG 2006 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,495

VIG

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 26.2% in common

VIGMeasureJEPQ

+14.0%Year to dateJan 1 → Nov 3+7.5%

+15.9%1 yearTotal return+8.6%

+20.2%3 years · per year$10,000 became $17,369 · $17,450+20.4%

+10.5%5 years · per year$10,000 became $16,495 · […][…]

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

1.47%Trailing 12-mo yield$147 · $1,228 a year on $10k12.28%

−7.9%Worst dropSmaller is better−8.8%

10.0%VolatilityLower is calmer15.5%

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

5–2VIG wins

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

More Ways to See the Pairs

VIG vs JEPQ: Top 5 Holdings

Today

VIG

22.1%in top 5

JEPQ

in top 527.5%

VIGStockJEPQ

not top 5NVDA6.9%

4.9%AAPL6.9%

4.9%MSFT5.5%

4.3%AVGOnot top 5

not top 5GOOG4.1%

4.1%LLYnot top 5

not top 5MU4.1%

3.9%JPMnot top 5

Held in common26.2%

End-of-day Nov 3, 2026 · share of each fund

VIG vs JEPQ Returns, Every Period

VanguardVIG

+15.9%

past year

JEPQJ.P. Morgan

+8.6%

past year

VIGJEPQFaded: behind in that period

2–1VIG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

VIG vs JEPQ

YTD

VanguardVIG

+14.0%

JEPQJ.P. Morgan

+7.5%

+14.0%Year to date+7.5%

−7.9%Worst drop · 1Y−8.8%

10.0%Volatility · 1Y15.5%

1.5%Yield12.3%

$109BAssets$41.8B

3–1VIG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, JEPQ, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VIG, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VIG, JEPQ, JEPI

Today

30.7%most shared, VIG and JEPI

VIGJEPQJEPI

VIG—26.2%30.7%

JEPQ26.2%—26.6%

JEPI30.7%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.9%VIG, at 10.0% volatility

JEPIWorst drop−6.7%7.9% vol

VIGWorst drop−7.9%10.0% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+7.5%Year to date+14.0%

12.3%Yield1.5%

+8.6%Past year+15.9%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026