Compare · 3 funds side by side · dividends reinvested

VIG, SRTY and JEPI

VIGVanguard×SRTYProShares×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,513VIG · best of the three

Story of the three · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the three · RiskSmallest drop

VIG, SRTY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B1.6

ProShares - UltraPro Short Russell2000Leveraged · An index1.10%5.85%−35.8%−39.1%−47.5%−26.1%−60.9%56.5%$71M2.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: VIG 2006 · SRTY 2010 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,513

VIG

SRTY

ProShares - UltraPro Short Russell2000 · $71M$2,207

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

VIG

More Ways to See the Pairs

VIG vs SRTY: Top 5 Holdings

Today

VIG

22.1%in top 5

SRTY

in top 561.8%

VIGStockSRTY

not top 5IQMM61.8%

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, SRTY, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

SRTY1.10%$110

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: VIG, SRTY, JEPI

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

Measure

SRTY

+16.0%Year to dateJan 1 → Nov 13−35.8%

+16.3%1 yearTotal return−39.1%

+18.9%3 years · per year$10,000 became $16,797 · $1,450−47.5%

+10.6%5 years · per year$10,000 became $16,513 · $2,207−26.1%

0.04%Expense ratio$4 · $110 a year on $10k · lower is better1.10%

1.45%Trailing 12-mo yield$145 · $585 a year on $10k5.85%

−7.9%Worst dropSmaller is better−60.9%

11.0%VolatilityLower is calmer56.5%

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

7–1VIG wins

End-of-day Nov 13, 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 13, 2026 · share of each fund

VIG vs SRTY Returns, Every Period

5Y

VanguardVIG

+10.6%

5 years, per year

SRTYProShares

−26.1%

5 years, per year

VIGSRTYFaded: behind in that period

4–0VIG wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+16.0%

JEPIJ.P. Morgan

+8.2%

+16.0%Year to date+8.2%

−7.9%Worst drop · 1Y−6.7%

11.0%Volatility · 1Y9.0%

1.4%Yield7.9%

$109BAssets$47.1B

3–1JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

SRTY5.85%$585

VIG1.45%$145

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

SRTY$585 − $110 = $475

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VIG, SRTY, JEPI

Today

31.6%most shared, VIG and JEPI

VIGSRTYJEPI

VIG—0.0%31.6%

SRTY0.0%—0.0%

JEPI31.6%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.3%VIG, at 11.0% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

SRTYWorst drop−60.9%56.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+8.2%Year to date+16.0%

7.9%Yield1.4%

+9.6%Past year+16.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$46.0BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

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VIG, SRTY and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three