Compare · 4 funds side by side · dividends reinvested

VIG, SSO, JEPI and SCHD

VIGVanguard×SSOProShares×JEPIJ.P. Morgan×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$19,800SSO · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

VIG, SSO, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B2.5

ProShares - Ultra S&P500Leveraged · 2x0.88%0.72%+15.3%+18.6%+35.6%+14.6%−18.2%27.4%$7.0B2.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: VIG 2006 · SSO 2006 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,583

VIG

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VIG vs SSO: Top 5 Holdings

Today

VIG

22.1%in top 5

SSO

in top 534.6%

VIGStockSSO

not top 5IQMM18.5%

4.9%AAPL5.1%

4.9%MSFT4.0%

not top 5NVDA4.3%

4.3%AVGO

Cost, Income and Risk

Fees: VIG, SSO, JEPI, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPI0.35%$35

SSO0.88%$88

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

SSO

ProShares - Ultra S&P500 · $7.0B$19,800

$10,000 five years ago, dividends reinvested · they hold 30.3% in common

VIGMeasureSSO

+15.1%Year to dateJan 1 → Nov 10+15.3%

+17.8%1 yearTotal return+18.6%

+18.6%3 years · per year$10,000 became $16,696 · $24,914+35.6%

+10.6%5 years · per year$10,000 became $16,583 · $19,800+14.6%

0.04%Expense ratio$4 · $88 a year on $10k · lower is better0.88%

1.46%Trailing 12-mo yield$146 · $72 a year on $10k0.72%

−7.9%Worst dropSmaller is better−18.2%

11.0%VolatilityLower is calmer27.4%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5AMZN2.6%

Held in common30.3%

End-of-day Nov 10, 2026 · share of each fund

VIG vs SSO Returns, Every Period

5Y

VanguardVIG

+10.6%

5 years, per year

SSOProShares

+14.6%

5 years, per year

VIGSSOFaded: behind in that period

0–4SSO wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+15.1%

JEPIJ.P. Morgan

+7.6%

+15.1%Year to date+7.6%

−7.9%Worst drop · 1Y−6.7%

11.0%Volatility · 1Y9.0%

1.5%Yield7.9%

$109BAssets$46.6B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: VIG, SSO, JEPI, SCHD

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SCHD2.94%$294

VIG1.46%$146

SSO0.72%$72

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SCHD$294 − $6 = $288

VIG$146 − $4 = $142

SSO$72 − $88 = −$16

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VIG, SSO, JEPI, SCHD

Today

31.6%most shared, SSO and JEPI

VIGSSOJEPISCHD

VIG—30.3%31.4%14.5%

SSO30.3%—31.6%5.5%

JEPI31.4%31.6%—8.3%

SCHD14.5%5.5%8.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

SSOWorst drop−18.2%27.4% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+7.6%Year to date+33.8%

7.9%Yield2.9%

+10.6%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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VIG, SSO, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four