Compare · 3 funds side by side · dividends reinvested

VIG, PREF and JEPI

VIGVanguard×PREFPrincipal×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

VIG, PREF and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.9

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.00%+1.3%+2.3%+9.1%+2.8%−2.9%3.4%$1.9B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · PREF 2017 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

PREF

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,478

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VIGMeasurePREF

+14.8%Year to dateJan 1 → Nov 9+1.3%

+17.6%1 yearTotal return+2.3%

+18.8%3 years · per year$10,000 became $16,775 · $12,979+9.1%

+10.7%5 years · per year$10,000 became $16,638 · $11,478+2.8%

0.04%Expense ratio$4 · $55 a year on $10k · lower is better0.55%

1.46%Trailing 12-mo yield$146 · $500 a year on $10k5.00%

−7.9%Worst dropSmaller is better−2.9%

11.0%VolatilityLower is calmer3.4%

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

5–3VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs PREF: Top 5 Holdings

Today

VIG

22.1%in top 5

PREF

in top 50.4%

VIGStockPREF

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

not top 5GVMXX0.4%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VIG vs PREF Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

PREFPrincipal

+2.8%

5 years, per year

VIGPREFFaded: behind in that period

4–0VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+14.8%

JEPIJ.P. Morgan

+7.5%

+14.8%Year to date+7.5%

−7.9%Worst drop · 1Y−6.7%

11.0%Volatility · 1Y9.0%

1.5%Yield7.9%

$109BAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, PREF, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

PREF0.55%$55

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VIG, PREF, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

PREF5.00%$500

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

PREF$500 − $55 = $445

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VIG, PREF, JEPI

Today

31.2%most shared, VIG and JEPI

VIGPREFJEPI

VIG—0.0%31.2%

PREF0.0%—0.0%

JEPI31.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

PREFWorst drop−2.9%3.4% vol

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+7.5%Year to date+14.8%

7.9%Yield1.5%

+10.9%Past year+17.6%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026