Compare · 3 funds side by side · dividends reinvested

VIG, WCMI and JEPQ

VIGVanguard×WCMIFirst Trust×JEPQJ.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, WCMI and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.1

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.56%+9.1%+10.8%[…][…]−12.5%20.5%$2.1B2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: VIG 2006 · WCMI 2020 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

WCMI

First Trust WCM International Equity ETF · $2.1B[…]

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

VIGMeasureWCMI

+16.4%Year to dateJan 1 → Nov 5+9.1%

+18.9%1 yearTotal return+10.8%

+20.6%3 years · per year$10,000 became $17,533 · […][…]

+11.2%5 years · per year$10,000 became $17,005 · […][…]

0.04%Expense ratio$4 · $85 a year on $10k · lower is better0.85%

1.44%Trailing 12-mo yield$144 · $56 a year on $10k0.56%

−7.9%Worst dropSmaller is better−12.5%

10.2%VolatilityLower is calmer20.5%

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

6–0VIG wins

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

More Ways to See the Pairs

VIG vs WCMI: Top 5 Holdings

Today

VIG

22.1%in top 5

WCMI

in top 521.9%

VIGStockWCMI

not top 52330.TW6.8%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

not top 5CSU.TO4.5%

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5BAB.L3.8%

not top 5TSCO.L3.4%

not top 5SONY3.4%

Held in common0.5%

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

VIG vs WCMI Returns, Every Period

VanguardVIG

+18.9%

past year

WCMIFirst Trust

+10.8%

past year

VIGWCMIFaded: behind in that period

2–0VIG wins

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

VIG vs JEPQ

YTD

VanguardVIG

+16.4%

JEPQJ.P. Morgan

+8.5%

+16.4%Year to date+8.5%

−7.9%Worst drop · 1Y−8.8%

10.2%Volatility · 1Y15.5%

1.4%Yield12.2%

$109BAssets$42.1B

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, WCMI, JEPQ

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPQ0.35%$35

WCMI0.85%$85

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

Yields: VIG, WCMI, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VIG1.44%$144

WCMI0.56%$56

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VIG$144 − $4 = $140

WCMI$56 − $85 = −$29

KeptFee

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

Overlap: VIG, WCMI, JEPQ

Today

26.3%most shared, VIG and JEPQ

VIGWCMIJEPQ

VIG—0.5%26.3%

WCMI0.5%—0.2%

JEPQ26.3%0.2%—

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

Return vs Bumpiness: 3 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

JEPQWorst drop−8.8%15.5% vol

WCMIWorst drop−12.5%20.5% vol

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

Paid More vs Made More

YTD

JEPQVIG

+8.5%Year to date+16.4%

12.2%Yield1.4%

+9.3%Past year+18.9%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026