Compare · 4 funds side by side · dividends reinvested

VIG, SMCL, CGDV and JEPI

VIGVanguard×SMCLGraniteShares×CGDVCapital Group×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, SMCL, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.8B2.3

GraniteShares ETF Trust - GraniteShares 2x Long SMCI Daily ETFSingle-Stock Leverage1.58%0.00%−68.5%−84.6%[…][…]−87.6%208.5%$27M4.0

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 · SMCL 2024 · CGDV 2022 · 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 SMCL: Top 5 Holdings

Today

VIG

22.1%in top 5

SMCL

in top 566.7%

VIGStockSMCL

not top 5SMCI66.7%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

Cost, Income and Risk

Fees: VIG, SMCL, CGDV, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPI0.35%$35

SMCL1.58%$158

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

SMCL

GraniteShares ETF Trust - GraniteShares 2x Long SMCI Daily ETF · $27M[…]

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

VIGMeasureSMCL

+16.0%Year to dateJan 1 → Nov 11−68.5%

+17.8%1 yearTotal return−84.6%

+18.9%3 years · per year$10,000 became $16,811 · […][…]

+10.7%5 years · per year$10,000 became $16,653 · […][…]

0.04%Expense ratio$4 · $158 a year on $10k · lower is better1.58%

1.45%Trailing 12-mo yield$145 · $0 a year on $10k0.00%

−7.9%Worst dropSmaller is better−87.6%

11.0%VolatilityLower is calmer208.5%

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

6–0VIG wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.9%JPMnot top 5

Held in common0.0%

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

VIG vs SMCL Returns, Every Period

1Y

VanguardVIG

+17.8%

past year

SMCLGraniteShares

−84.6%

past year

VIGSMCLFaded: behind in that period

2–0VIG 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$46.6B

3–1JEPI wins

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

Yields: VIG, SMCL, CGDV, JEPI

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

VIG1.45%$145

CGDV1.23%$123

SMCL0.00%$0

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

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

VIG$145 − $4 = $141

CGDV$123 − $33 = $90

SMCL$0 − $158 = −$158

KeptFee

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

Overlap: VIG, SMCL, CGDV, JEPI

Today

31.5%most shared, VIG and JEPI

VIGSMCLCGDVJEPI

VIG—0.0%29.3%31.5%

SMCL0.0%—0.0%0.0%

CGDV29.3%0.0%—27.3%

JEPI31.5%0.0%27.3%—

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

Return vs Bumpiness: 4 ETFs

1Y

+17.8%VIG, at 11.0% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

CGDVWorst drop−9.7%13.5% vol

SMCLWorst drop−87.6%208.5% vol

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

Paid More vs Made More

YTD

JEPIVIG

+8.6%Year to date+16.0%

7.8%Yield1.4%

+11.2%Past year+17.8%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

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VIG, SMCL, CGDV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four