Compare · 2 funds side by side · dividends reinvested

VIG and JMUB

VIGVanguard×JMUBJ.P. Morgan×

Versus in desk

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

02 / 04

VIG and JMUB, 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%$109B1.4

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.79%+0.9%+1.4%+4.8%+1.2%−5.9%3.5%$9.1B1.6

Rank among the two1st → 2ndFee, 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 · JMUB 2018

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

JMUB

JPMorgan Municipal ETF · $9.1B$10,619

$10,000 five years ago, dividends reinvested

VIGMeasureJMUB

+12.1%Year to dateJan 1 → Nov 6+0.9%

+14.3%1 yearTotal return+1.4%

+18.6%3 years · per year$10,000 became $16,669 · $11,510+4.8%

+10.2%5 years · per year$10,000 became $16,243 · $10,619+1.2%

0.04%Expense ratio$4 · $18 a year on $10k · lower is better0.18%

1.50%Trailing 12-mo yield$150 · $379 a year on $10k3.79%

−7.9%Worst dropSmaller is better−5.9%

10.8%VolatilityLower is calmer3.5%

VIGJMUB 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 JMUB: Top 5 Holdings

Today

VIG

22.1%in top 5

JMUB

in top 5[…]

VIGStockJMUB

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common[…]

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

VIG vs JMUB Returns, Every Period

VanguardVIG

+10.2%

5 years, per year

JMUBJ.P. Morgan

+1.2%

5 years, per year

VIGJMUBFaded: behind in that period

4–0VIG wins

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

Income vs Bonds: VIG vs JMUB

YTD

VanguardVIG

+12.1%

JMUBJ.P. Morgan

+0.9%

+12.1%Year to date+0.9%

−7.9%Worst drop · 1Y−5.9%

10.8%Volatility · 1Y3.5%

1.5%Yield3.8%

$109BAssets$9.1B

3–1JMUB wins

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

Cost, Income and Risk

Fees: VIG, JMUB

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JMUB0.18%$18

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

Yields: VIG, JMUB

3.79%highest, JMUB

FundTrailing yieldYield$10k

JMUB3.79%$379

VIG1.50%$150

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

Income After Fees on $10,000

$361most kept, JMUB

JMUB$379 − $18 = $361

VIG$150 − $4 = $146

KeptFee

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

Overlap: VIG, JMUB

Today

[…]holdings […]

VIGJMUB

VIG—[…]

JMUB[…]—

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

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

JMUBWorst drop−5.9%3.5% 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

JMUBVIG

+0.9%Year to date+12.1%

3.8%Yield1.5%

+1.4%Past year+14.3%

0.18%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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