Compare · 3 funds side by side · dividends reinvested

VIG, SCHD and JEPI

VIGVanguard×SCHDSchwab×JEPIJ.P. Morgan×
$7.5k$10k$12.5k$15k$17.5kLow $8,964 · 2022SCHD$16,375VIG$16,331JEPI$14,108Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three
02 / 04

VIG, SCHD and JEPI, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.6
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.1
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.3
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: VIG 2006 · SCHD 2011 · JEPI 2020
@TheETFTracker·theetftracker.com

Head to Head

5Y
Vanguard Dividend Appreciation ETF · $109B$16,331
VIG
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

VIGMeasureSCHD
+12.5%Year to dateJan 1 → Nov 5+32.3%
+15.2%1 yearTotal return+38.7%
+18.9%3 years · per year$10,000 became $16,814 · $17,414+20.3%
+10.3%5 years · per year$10,000 became $16,331 · $16,375+10.4%
0.04%Expense ratio$4 · $6 a year on $10k · lower is better0.06%
1.49%Trailing 12-mo yield$149 · $298 a year on $10k2.98%
−7.9%Worst dropSmaller is better−6.9%
10.8%VolatilityLower is calmer11.7%
VIGSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
2–6SCHD wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

VIG vs SCHD: Top 5 Holdings

Today
VIG
22.1%in top 5
in top 521.7%
VIGStockSCHD
4.9%MSFTnot top 5
4.9%AAPLnot top 5
not top 5TXN4.7%
not top 5PG4.4%
4.3%AVGOnot top 5
not top 5HD4.3%
not top 5KO4.2%
not top 5AMGN4.2%
4.1%LLYnot top 5
3.9%JPMnot top 5
Held in common14.5%
End-of-day Nov 5, 2026 · share of each fund
@TheETFTracker·theetftracker.com

VIG vs SCHD Returns, Every Period

5Y
VanguardVIG
+10.3%
5 years, per year
SCHDSchwab
+10.4%
5 years, per year
0%+10%+20%+30%+40%+12.5%+32.3%YTD+15.2%+38.7%1 year+18.9%+20.3%3 yrs · yr+10.3%+10.4%5 yrs · yr
VIGSCHDFaded: behind in that period
0–4SCHD wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

VIG vs JEPI

YTD
VanguardVIG
+12.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+12.5%+5.2%
+12.5%Year to date+5.2%
−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 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: VIG, SCHD, JEPI

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
SCHD0.06%$6
JEPI0.35%$35
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: VIG, SCHD, JEPI

1Y
8.09%highest, JEPI
FundTrailing yieldYield$10k
JEPI8.09%$809
SCHD2.98%$298
VIG1.49%$149
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$774most kept, JEPI
JEPI$809 − $35 = $774
SCHD$298 − $6 = $292
VIG$149 − $4 = $145
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: VIG, SCHD, JEPI

Today
30.9%most shared, VIG and JEPI
VIGSCHDJEPI
VIG—14.5%30.9%
SCHD14.5%—8.1%
JEPI30.9%8.1%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+38.7%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%7.5%10%12.5%15%Volatility · 1 year → bumpierSCHD +38.7%VIG +15.2%JEPI +8.3%
JEPIWorst drop−6.7%8.8% vol
VIGWorst drop−7.9%10.8% vol
SCHDWorst drop−6.9%11.7% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 5+5.2%+32.3%
+5.2%Year to date+32.3%
8.1%Yield3.0%
+8.3%Past year+38.7%
0.35%Fee0.06%
3–1SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.6BAssets$46.8B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

DGRO vs VIG

YTD
iSharesDGRO
+17.2%
VIGVanguard
+12.5%
Jan 1Nov 5+17.2%+12.5%
+17.2%Year to date+12.5%
1.9%Yield1.5%
$44.9BAssets$109B
2–0DGRO wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.4%
SPYSPDR
+8.3%
Jan 1Nov 5+8.4%+8.3%
+8.4%Year to date+8.3%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com