Compare · 4 funds side by side · dividends reinvested

VIG, WCEO, JEPQ and CGDV

VIGVanguard×WCEOHypatia Capital×JEPQJ.P. Morgan×CGDVCapital Group×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,583VIG · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the four · RiskSmallest drop

VIG, WCEO, JEPQ and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.6

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.0%+24.3%+17.7%[…]−7.3%14.5%$13M2.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$37.8B2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B3.4

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 · WCEO 2023 · JEPQ 2022 · CGDV 2022

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 JEPQ: Top 5 Holdings

Today

VIG

22.1%in top 5

JEPQ

in top 528.0%

VIGStockJEPQ

4.9%AAPL7.2%

not top 5NVDA6.2%

4.9%MSFT6.0%

4.3%AVGOnot top 5

not top 5AMZN

Cost, Income and Risk

Fees: VIG, WCEO, JEPQ, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPQ0.35%$35

WCEO0.85%$85

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

VIGMeasureJEPQ

+15.1%Year to dateJan 1 → Nov 10+6.0%

+17.8%1 yearTotal return+8.8%

+18.6%3 years · per year$10,000 became $16,696 · $16,284+17.6%

+10.6%5 years · per year$10,000 became $16,583 · […][…]

0.04%Expense ratio$4 · $35 a year on $10k · lower is better0.35%

1.46%Trailing 12-mo yield$146 · $1,245 a year on $10k12.45%

−7.9%Worst dropSmaller is better−11.5%

11.0%VolatilityLower is calmer16.9%

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

6–1VIG wins

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

4.3%

not top 5GOOG4.3%

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common26.3%

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

VIG vs JEPQ Returns, Every Period

1Y

VanguardVIG

+17.8%

past year

JEPQJ.P. Morgan

+8.8%

past year

VIGJEPQFaded: behind in that period

3–0VIG wins

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

VIG vs JEPQ

YTD

VanguardVIG

+15.1%

JEPQJ.P. Morgan

+6.0%

+15.1%Year to date+6.0%

−7.9%Worst drop · 1Y−11.5%

11.0%Volatility · 1Y16.9%

1.5%Yield12.4%

$109BAssets$40.7B

3–1VIG wins

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

Yields: VIG, WCEO, JEPQ, CGDV

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

VIG1.46%$146

CGDV1.24%$124

WCEO0.53%$53

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

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

WCEO$53 − $85 = −$32

KeptFee

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

Overlap: VIG, WCEO, JEPQ, CGDV

Today

29.3%most shared, VIG and CGDV

VIGWCEOJEPQCGDV

VIG—4.8%26.3%29.3%

WCEO4.8%—1.3%0.7%

JEPQ26.3%1.3%—28.8%

CGDV29.3%0.7%28.8%—

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

Return vs Bumpiness: 4 ETFs

1Y

+24.3%WCEO, at 14.5% volatility

VIGWorst drop−7.9%11.0% vol

CGDVWorst drop−9.7%13.5% vol

WCEOWorst drop−7.3%14.5% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQWCEO

+6.0%Year to date+20.0%

12.4%Yield0.5%

+8.8%Past year+24.3%

0.35%Fee0.85%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

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VIG, WCEO, JEPQ and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four