Compare · 4 funds side by side · dividends reinvested

VIG, TIZE, JEPI and VYM

VIGVanguard×TIZETCW×JEPIJ.P. Morgan×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,002VYM · best of the four

02 / 04

VIG, TIZE, JEPI and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.3

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M4.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: VIG 2006 · TIZE 2021 · JEPI 2020 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,331

VIG

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

VIGMeasureTIZE

+16.4%Year to dateJan 1 → Nov 5[…]

+18.9%1 yearTotal return[…]

+20.6%3 years · per year$10,000 became $17,533 · […][…]

+11.2%5 years · per year$10,000 became $17,005 · […][…]

0.04%Expense ratio$4 · $40 a year on $10k · lower is better0.40%

1.44%Trailing 12-mo yield$144 · $76 a year on $10k0.76%

−7.9%Worst dropSmaller is better[…]

10.2%VolatilityLower is calmer[…]

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

2–0VIG wins

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

More Ways to See the Pairs

VIG vs TIZE: Top 5 Holdings

Today

VIG

22.1%in top 5

TIZE

in top 5[…]

VIGStockTIZE

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 common[…]

End-of-day Nov 5, 2026 · share of each fund

VIG vs TIZE Returns, Every Period

VanguardVIG

+18.9%

past year

TIZETCW

[…]

past year

Returns […]

VIGTIZEFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+16.4%

JEPIJ.P. Morgan

+8.8%

+16.4%Year to date+8.8%

−7.9%Worst drop · 1Y−6.7%

10.2%Volatility · 1Y8.1%

1.4%Yield7.8%

$109BAssets$46.1B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, TIZE, JEPI, VYM

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VYM0.04%$4

JEPI0.35%$35

TIZE0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VIG, TIZE, JEPI, VYM

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

VYM2.22%$222

VIG1.44%$144

TIZE0.76%$76

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

VYM$222 − $4 = $218

VIG$144 − $4 = $140

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VIG, TIZE, JEPI, VYM

Today

60.6%most shared, VIG and VYM

VIGTIZEJEPIVYM

VIG—[…]30.9%60.6%

TIZE[…]—[…][…]

JEPI30.9%[…]—25.3%

VYM60.6%[…]25.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+21.2%VYM, at 10.1% volatility

JEPIWorst drop−6.7%8.1% vol

VYMWorst drop−6.7%10.1% vol

VIGWorst drop−7.9%10.2% vol

TIZEWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVYM

+8.8%Year to date+17.2%

7.8%Yield2.2%

+11.9%Past year+21.2%

0.35%Fee0.04%

3–1VYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026