Compare · 3 funds side by side · dividends reinvested

VIG, WCME and JEPI

VIGVanguard×WCMEFirst Trust×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

VIG, WCME and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.6

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.40%−2.7%−3.9%[…][…]−17.3%25.5%$37M3.0

Rank among the three1st → 3rdFee, 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 · WCME 2020 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,108

JEPI

VIG

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

$10,000 five years ago, dividends reinvested · they hold 30.9% in common

JEPIMeasureVIG

+5.2%Year to dateJan 1 → Nov 5+12.5%

+8.3%1 yearTotal return+15.2%

+11.0%3 years · per year$10,000 became $13,674 · $16,814+18.9%

+7.1%5 years · per year$10,000 became $14,108 · $16,331+10.3%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

8.09%Trailing 12-mo yield$809 · $149 a year on $10k1.49%

−6.7%Worst dropSmaller is better−7.9%

8.8%VolatilityLower is calmer10.8%

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

3–5VIG wins

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

More Ways to See the Pairs

JEPI vs VIG: Top 5 Holdings

Today

JEPI

9.9%in top 5

VIG

in top 522.1%

JEPIStockVIG

2.0%MSFT4.9%

1.9%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.0%MAnot top 5

1.9%MMMnot top 5

1.9%Vnot top 5

Held in common30.9%

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

JEPI vs VIG Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

JEPIVIGFaded: behind in that period

0–4VIG wins

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

JEPI vs VIG

YTD

J.P. MorganJEPI

+5.2%

VIGVanguard

+12.5%

+5.2%Year to date+12.5%

−6.7%Worst drop · 1Y−7.9%

8.8%Volatility · 1Y10.8%

8.1%Yield1.5%

$46.8BAssets$109B

3–1JEPI wins

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

Cost, Income and Risk

Fees: VIG, WCME, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

WCME0.95%$95

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

Yields: VIG, WCME, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VIG1.49%$149

WCME0.40%$40

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VIG$149 − $4 = $145

WCME$40 − $95 = −$55

KeptFee

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

Overlap: VIG, WCME, JEPI

Today

30.9%most shared, VIG and JEPI

VIGWCMEJEPI

VIG—0.0%30.9%

WCME0.0%—0.0%

JEPI30.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

WCMEWorst drop−17.3%25.5% vol

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

Paid More vs Made More

YTD

JEPIVIG

+5.2%Year to date+12.5%

8.1%Yield1.5%

+8.3%Past year+15.2%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026