Compare · 4 funds side by side · dividends reinvested

VIG, SHM, SCHD and JEPI

VIGVanguard×SHMSPDR×SCHDSchwab×JEPIJ.P. Morgan×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,653VIG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

VIG, SHM, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B2.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.6

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.3%+1.8%+3.1%+1.1%−2.7%1.8%$3.5B3.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: VIG 2006 · SHM 2007 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,653

VIG

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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

Cost, Income and Risk

Fees: VIG, SHM, SCHD, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SHM0.20%$20

JEPI0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,555

$10,000 five years ago, dividends reinvested

VIGMeasureSHM

+16.0%Year to dateJan 1 → Nov 11+1.3%

+17.8%1 yearTotal return+1.8%

+18.9%3 years · per year$10,000 became $16,811 · $10,969+3.1%

+10.7%5 years · per year$10,000 became $16,653 · $10,555+1.1%

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

1.45%Trailing 12-mo yield$145 · $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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

VIG vs SHM Returns, Every Period

5Y

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 11, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+16.0%

JEPIJ.P. Morgan

+8.6%

+16.0%Year to date+8.6%

−7.9%Worst drop · 1Y−6.7%

11.0%Volatility · 1Y9.0%

1.4%Yield7.8%

$109BAssets$46.8B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: VIG, SHM, SCHD, JEPI

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

SCHD2.93%$293

SHM2.70%$270

VIG1.45%$145

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

SCHD$293 − $6 = $287

SHM$270 − $20 = $250

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VIG, SHM, SCHD, JEPI

Today

31.5%most shared, VIG and JEPI

VIGSHMSCHDJEPI

VIG—[…]14.5%31.5%

SHM[…]—[…][…]

SCHD14.5%[…]—8.5%

JEPI31.5%[…]8.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SHMWorst drop−2.7%1.8% vol

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.6%Year to date+34.6%

7.8%Yield2.9%

+11.2%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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VIG, SHM, SCHD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four