Compare · 4 funds side by side · dividends reinvested

VIG, SHM, JEPQ and SGOV

VIGVanguard×SHMSPDR×JEPQJ.P. Morgan×SGOViShares×

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

02 / 04

VIG, SHM, JEPQ and SGOV, 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%$109B1.9

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.7

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.4%+2.1%+3.3%+1.1%−2.7%1.8%$3.5B3.1

Rank among the four1st → 4thFee, 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 · SHM 2007 · JEPQ 2022 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,571

$10,000 five years ago, dividends reinvested

VIGMeasureSHM

+14.8%Year to dateJan 1 → Nov 9+1.4%

+17.6%1 yearTotal return+2.1%

+18.8%3 years · per year$10,000 became $16,775 · $11,019+3.3%

+10.7%5 years · per year$10,000 became $16,638 · $10,571+1.1%

0.04%Expense ratio$4 · $20 a year on $10k · lower is better0.20%

1.46%Trailing 12-mo yield$146 · $270 a year on $10k2.70%

−7.9%Worst dropSmaller is better−2.7%

11.0%VolatilityLower is calmer1.8%

VIGSHM 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 SHM: Top 5 Holdings

Today

VIG

22.1%in top 5

SHM

in top 5[…]

VIGStockSHM

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 9, 2026 · share of each fund

VIG vs SHM Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

SHMSPDR

+1.1%

5 years, per year

VIGSHMFaded: behind in that period

4–0VIG wins

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

VIG vs JEPQ

YTD

VanguardVIG

+14.8%

JEPQJ.P. Morgan

+6.6%

+14.8%Year to date+6.6%

−7.9%Worst drop · 1Y−11.5%

11.0%Volatility · 1Y16.9%

1.5%Yield12.4%

$109BAssets$40.7B

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, SHM, JEPQ, SGOV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SGOV0.09%$9

SHM0.20%$20

JEPQ0.35%$35

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

Yields: VIG, SHM, JEPQ, SGOV

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SGOV3.63%$363

SHM2.70%$270

VIG1.46%$146

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SGOV$363 − $9 = $354

SHM$270 − $20 = $250

VIG$146 − $4 = $142

KeptFee

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

Overlap: VIG, SHM, JEPQ, SGOV

Today

26.2%most shared, VIG and JEPQ

VIGSHMJEPQSGOV

VIG—[…]26.2%[…]

SHM[…]—[…][…]

JEPQ26.2%[…]—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+17.6%VIG, at 11.0% volatility

SGOVWorst drop0.0%0.2% vol

SHMWorst drop−2.7%1.8% vol

VIGWorst drop−7.9%11.0% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQVIG

+6.6%Year to date+14.8%

12.4%Yield1.5%

+9.2%Past year+17.6%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026