Compare · 4 funds side by side · dividends reinvested

VIG, NETG, JEPI and CGDV

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

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

02 / 04

VIG, NETG, JEPI and CGDV, 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%$109B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.3

Leverage Shares 2x Long NET Daily ETFSingle-Stock Leverage0.75%0.00%+4.2%[…][…][…][…][…]$4M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: VIG 2006 · NETG 2025 · JEPI 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

NETG

Leverage Shares 2x Long NET Daily ETF · $4M[…]

$10,000 five years ago, dividends reinvested

JEPIMeasureNETG

+5.3%Year to dateJan 1 → Nov 6+4.2%

+8.2%1 yearTotal return[…]

+10.7%3 years · per year$10,000 became $13,562 · […][…]

+7.1%5 years · per year$10,000 became $14,118 · […][…]

0.35%Expense ratio$35 · $75 a year on $10k · lower is better0.75%

8.09%Trailing 12-mo yield$809 · $0 a year on $10k0.00%

−6.7%Worst dropSmaller is better[…]

8.8%VolatilityLower is calmer[…]

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

3–0JEPI wins

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

More Ways to See the Pairs

JEPI vs NETG: Top 5 Holdings

Today

JEPI

9.9%in top 5

NETG

in top 5[…]

JEPIStockNETG

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common[…]

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

JEPI vs NETG Returns, Every Period

J.P. MorganJEPI

+8.2%

past year

NETGLeverageShares

[…]

past year

JEPINETGFaded: behind in that period

1–0JEPI wins

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

JEPI vs VIG

YTD

J.P. MorganJEPI

+5.3%

VIGVanguard

+12.1%

+5.3%Year to date+12.1%

−6.7%Worst drop · 1Y−7.9%

8.8%Volatility · 1Y10.8%

8.1%Yield1.5%

$46.8BAssets$109B

3–1JEPI wins

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

Cost, Income and Risk

Fees: VIG, NETG, JEPI, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPI0.35%$35

NETG0.75%$75

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

Yields: VIG, NETG, JEPI, CGDV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VIG1.50%$150

CGDV1.27%$127

NETG0.00%$0

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

NETG$0 − $75 = −$75

KeptFee

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

Overlap: VIG, NETG, JEPI, CGDV

Today

30.7%most shared, VIG and JEPI

VIGNETGJEPICGDV

VIG—[…]30.7%29.4%

NETG[…]—[…][…]

JEPI30.7%[…]—27.1%

CGDV29.4%[…]27.1%—

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

Return vs Bumpiness: 4 ETFs

+14.3%VIG, at 10.8% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

NETGWorst drop[…][…]

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 Four

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

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