Compare · 3 funds side by side · dividends reinvested

VIG, SPYA and JEPI

VIGVanguard×SPYATwin Oak×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,495VIG · best of the three

02 / 04

VIG, SPYA and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.8

Torray Equity Income Fund - Twin Oak Endure ETFIncome · Dividend stocks0.54%0.35%+7.3%+6.7%[…][…]−9.5%12.3%$132M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: VIG 2006 · SPYA 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,495

VIG

SPYA

Torray Equity Income Fund - Twin Oak Endure ETF · $132M[…]

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

VIGMeasureSPYA

+14.0%Year to dateJan 1 → Nov 3+7.3%

+15.9%1 yearTotal return+6.7%

+20.2%3 years · per year$10,000 became $17,369 · […][…]

+10.5%5 years · per year$10,000 became $16,495 · […][…]

0.04%Expense ratio$4 · $54 a year on $10k · lower is better0.54%

1.47%Trailing 12-mo yield$147 · $35 a year on $10k0.35%

−7.9%Worst dropSmaller is better−9.5%

10.0%VolatilityLower is calmer12.3%

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

6–0VIG wins

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

More Ways to See the Pairs

VIG vs SPYA: Top 5 Holdings

Today

VIG

22.1%in top 5

SPYA

in top 591.0%

VIGStockSPYA

not top 5VOO37.3%

not top 5TOAK34.5%

not top 5SPY19.2%

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 common0.0%

End-of-day Nov 3, 2026 · share of each fund

VIG vs SPYA Returns, Every Period

VanguardVIG

+15.9%

past year

SPYATwin Oak

+6.7%

past year

VIGSPYAFaded: behind in that period

2–0VIG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+14.0%

JEPIJ.P. Morgan

+7.0%

+14.0%Year to date+7.0%

−7.9%Worst drop · 1Y−6.7%

10.0%Volatility · 1Y7.9%

1.5%Yield8.0%

$109BAssets$46.0B

3–1JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, SPYA, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

SPYA0.54%$54

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VIG, SPYA, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

VIG1.47%$147

SPYA0.35%$35

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

VIG$147 − $4 = $143

SPYA$35 − $54 = −$19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VIG, SPYA, JEPI

Today

30.7%most shared, VIG and JEPI

VIGSPYAJEPI

VIG—0.0%30.7%

SPYA0.0%—0.0%

JEPI30.7%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.9%VIG, at 10.0% volatility

JEPIWorst drop−6.7%7.9% vol

VIGWorst drop−7.9%10.0% vol

SPYAWorst drop−9.5%12.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+7.0%Year to date+14.0%

8.0%Yield1.5%

+9.8%Past year+15.9%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026