Compare · 3 funds side by side · dividends reinvested

VIG, VOO and JEPQ

VIGVanguard×VOOVanguard×JEPQJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

VIG, VOO and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: VIG 2006 · VOO 2010 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 40.3% in common

VIGMeasureVOO

+12.1%Year to dateJan 1 → Nov 6+8.7%

+14.3%1 yearTotal return+9.8%

+18.6%3 years · per year$10,000 became $16,669 · $18,079+21.8%

+10.2%5 years · per year$10,000 became $16,243 · $17,177+11.4%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

1.50%Trailing 12-mo yield$150 · $110 a year on $10k1.10%

−7.9%Worst dropSmaller is better−8.9%

10.8%VolatilityLower is calmer13.5%

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

5–3VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs VOO: Top 5 Holdings

Today

VIG

22.1%in top 5

VOO

in top 528.3%

VIGStockVOO

not top 5NVDA8.4%

4.9%AAPL7.4%

4.9%MSFT5.8%

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common40.3%

End-of-day Nov 6, 2026 · share of each fund

VIG vs VOO Returns, Every Period

VanguardVIG

+10.2%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

VIGVOOFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VIG vs JEPQ

YTD

VanguardVIG

+12.1%

JEPQJ.P. Morgan

+3.2%

+12.1%Year to date+3.2%

−7.9%Worst drop · 1Y−11.5%

10.8%Volatility · 1Y16.7%

1.5%Yield12.8%

$109BAssets$42.6B

3–1VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, VOO, JEPQ

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VIG0.04%$4

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VIG, VOO, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

VIG1.50%$150

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

VIG$150 − $4 = $146

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VIG, VOO, JEPQ

Today

51.3%most shared, VOO and JEPQ

VIGVOOJEPQ

VIG—40.3%26.2%

VOO40.3%—51.3%

JEPQ26.2%51.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

VOOWorst drop−8.9%13.5% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+3.2%Year to date+12.1%

12.8%Yield1.5%

+4.5%Past year+14.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026