Compare · 3 funds side by side · dividends reinvested

VIG, WCMI and JEPI

VIGVanguard×WCMIFirst Trust×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

VIG, WCMI and JEPI, 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%$109B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.8

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.58%+5.8%+7.9%[…][…]−12.5%20.8%$2.1B2.8

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 · WCMI 2020 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,118

JEPI

VIG

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

$10,000 five years ago, dividends reinvested · they hold 30.7% in common

JEPIMeasureVIG

+5.3%Year to dateJan 1 → Nov 6+12.1%

+8.2%1 yearTotal return+14.3%

+10.7%3 years · per year$10,000 became $13,562 · $16,669+18.6%

+7.1%5 years · per year$10,000 became $14,118 · $16,243+10.2%

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

8.09%Trailing 12-mo yield$809 · $150 a year on $10k1.50%

−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 6, 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%

2.0%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.1%MAnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common30.7%

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

JEPI vs VIG Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

JEPIVIGFaded: behind in that period

0–4VIG wins

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

JEPI vs VIG

YTD

J.P. MorganJEPI

+5.3%

VIGVanguard

+12.1%

+5.3%Year to date+12.1%

−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 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, WCMI, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

WCMI0.85%$85

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

Yields: VIG, WCMI, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VIG1.50%$150

WCMI0.58%$58

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VIG$150 − $4 = $146

WCMI$58 − $85 = −$27

KeptFee

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

Overlap: VIG, WCMI, JEPI

Today

30.7%most shared, VIG and JEPI

VIGWCMIJEPI

VIG—0.5%30.7%

WCMI0.5%—0.6%

JEPI30.7%0.6%—

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

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

WCMIWorst drop−12.5%20.8% vol

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

Paid More vs Made More

YTD

JEPIVIG

+5.3%Year to date+12.1%

8.1%Yield1.5%

+8.2%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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026