Compare · 3 funds side by side · dividends reinvested

VIG, SDEM and JEPI

VIGVanguard×SDEMGlobal X×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

VIG, SDEM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.0

Global X - MSCI SuperDividend Emerging Markets ETFIncome · Dividend stocks0.66%5.25%+11.2%+15.4%+19.8%+6.0%−9.0%15.4%$43M2.3

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 · SDEM 2015 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,331

VIG

SDEM

Global X - MSCI SuperDividend Emerging Markets ETF · $43M$13,358

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

VIGMeasureSDEM

+12.5%Year to dateJan 1 → Nov 5+11.2%

+15.2%1 yearTotal return+15.4%

+18.9%3 years · per year$10,000 became $16,814 · $17,209+19.8%

+10.3%5 years · per year$10,000 became $16,331 · $13,358+6.0%

0.04%Expense ratio$4 · $66 a year on $10k · lower is better0.66%

1.49%Trailing 12-mo yield$149 · $525 a year on $10k5.25%

−7.9%Worst dropSmaller is better−9.0%

10.8%VolatilityLower is calmer15.4%

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

5–3VIG wins

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

More Ways to See the Pairs

VIG vs SDEM: Top 5 Holdings

Today

VIG

22.1%in top 5

SDEM

in top 511.6%

VIGStockSDEM

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 50902.HK2.5%

not top 5601216.S2.4%

not top 5FUNO11.M2.2%

not top 5VIVT3.SA2.2%

not top 5ITSA4.SA2.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

VIG vs SDEM Returns, Every Period

VanguardVIG

+10.3%

5 years, per year

SDEMGlobal X

+6.0%

5 years, per year

VIGSDEMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+12.5%

JEPIJ.P. Morgan

+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$46.1B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, SDEM, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

SDEM0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VIG, SDEM, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SDEM5.25%$525

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SDEM$525 − $66 = $459

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VIG, SDEM, JEPI

Today

30.9%most shared, VIG and JEPI

VIGSDEMJEPI

VIG—0.0%30.9%

SDEM0.0%—0.0%

JEPI30.9%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.4%SDEM, at 15.4% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

SDEMWorst drop−9.0%15.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+5.2%Year to date+12.5%

8.1%Yield1.5%

+8.3%Past year+15.2%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026