Compare · 4 funds side by side · dividends reinvested

VIG, WCBR, JEPI and DRAM

VIGVanguard×WCBRWisdomTree×JEPIJ.P. Morgan×DRAMRoundhill×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

VIG, WCBR, JEPI and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.1

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B3.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · WCBR 2021 · JEPI 2020 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,448

JEPI

DRAM

Roundhill Memory ETF · $14.7B[…]

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

JEPIMeasureDRAM

+7.5%Year to dateJan 1 → Nov 9[…]

+10.9%1 yearTotal return[…]

+11.0%3 years · per year$10,000 became $13,679 · […][…]

+7.6%5 years · per year$10,000 became $14,448 · […][…]

0.35%Expense ratio$35 · $65 a year on $10k · lower is better0.65%

7.93%Trailing 12-mo yield$793 · $0 a year on $10k0.00%

−6.7%Worst dropSmaller is better[…]

9.0%VolatilityLower is calmer[…]

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

2–0JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs DRAM: Top 5 Holdings

Today

JEPI

9.9%in top 5

DRAM

in top 577.1%

JEPIStockDRAM

not top 5005930.K19.6%

not top 5FGXXX19.2%

not top 5000660.K15.7%

not top 5912797WN15.5%

not top 5912797VV7.1%

2.0%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%Vnot top 5

1.9%MMMnot top 5

Held in common1.2%

End-of-day Nov 9, 2026 · share of each fund

JEPI vs DRAM Returns, Every Period

J.P. MorganJEPI

+10.9%

past year

DRAMRoundhill

[…]

past year

Returns […]

JEPIDRAMFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

JEPI vs VIG

YTD

J.P. MorganJEPI

+7.5%

VIGVanguard

+14.8%

+7.5%Year to date+14.8%

−6.7%Worst drop · 1Y−7.9%

9.0%Volatility · 1Y11.0%

7.9%Yield1.5%

$45.2BAssets$109B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, WCBR, JEPI, DRAM

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

WCBR0.45%$45

DRAM0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VIG, WCBR, JEPI, DRAM

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

VIG1.46%$146

WCBR0.00%$0

DRAM0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VIG$146 − $4 = $142

WCBR$0 − $45 = −$45

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VIG, WCBR, JEPI, DRAM

Today

31.2%most shared, VIG and JEPI

VIGWCBRJEPIDRAM

VIG—0.0%31.2%0.0%

WCBR0.0%—0.3%0.0%

JEPI31.2%0.3%—1.2%

DRAM0.0%0.0%1.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.4%WCBR, at 41.6% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

WCBRWorst drop−29.1%41.6% vol

DRAMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWCBR

+7.5%Year to date+56.2%

7.9%Yield0.0%

+10.9%Past year+41.4%

0.35%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026