Compare · 3 funds side by side · dividends reinvested

VYM, JEPI and SGOV

VYMVanguard×JEPIJ.P. Morgan×SGOViShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,258VYM · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

VYM, JEPI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.9%+19.4%+19.6%+11.5%−6.7%10.8%$78.9B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.0

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$116B2.3

Rank among the three1st → 3rdFee, 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: VYM 2006 · JEPI 2020 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard High Dividend Yield ETF · $78.9B$17,258

VYM

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,429

$10,000 five years ago, dividends reinvested · they hold 25.8% in common

VYM

More Ways to See the Pairs

VYM vs JEPI: Top 5 Holdings

Today

VYM

18.2%in top 5

JEPI

in top 59.8%

VYMStockJEPI

6.9%AVGOnot top 5

3.8%JPMnot top 5

2.8%XOMnot top 5

2.7%JNJnot top 5

not top 5MSFT2.0%

Cost, Income and Risk

Fees: VYM, JEPI, SGOV

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SGOV0.09%$9

JEPI0.35%$35

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

Yields: VYM, JEPI, SGOV

Popular Pairs Near These Three

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%

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

Measure

JEPI

+15.9%Year to dateJan 1 → Nov 10+7.6%

+19.4%1 yearTotal return+10.6%

+19.6%3 years · per year$10,000 became $17,087 · $13,634+10.9%

+11.5%5 years · per year$10,000 became $17,258 · $14,429+7.6%

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

2.25%Trailing 12-mo yield$225 · $792 a year on $10k7.92%

−6.7%Worst dropSmaller is better−6.7%

10.8%VolatilityLower is calmer9.0%

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

5–2VYM wins

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

not top 5MA2.0%

not top 5AAPL2.0%

2.0%ABBVnot top 5

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common25.8%

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

VYM vs JEPI Returns, Every Period

5Y

VanguardVYM

+11.5%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

VYMJEPIFaded: behind in that period

4–0VYM wins

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

VYM vs JEPI

YTD

VanguardVYM

+15.9%

JEPIJ.P. Morgan

+7.6%

+15.9%Year to date+7.6%

−6.7%Worst drop · 1Y−6.7%

10.8%Volatility · 1Y9.0%

2.2%Yield7.9%

$78.9BAssets$45.2B

2–1JEPI wins

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

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SGOV3.63%$363

VYM2.25%$225

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

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SGOV$363 − $9 = $354

VYM$225 − $4 = $221

KeptFee

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

Overlap: VYM, JEPI, SGOV

Today

25.8%most shared, VYM and JEPI

VYMJEPISGOV

VYM—25.8%[…]

JEPI25.8%—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+19.4%VYM, at 10.8% volatility

SGOVWorst drop0.0%0.2% vol

JEPIWorst drop−6.7%9.0% vol

VYMWorst drop−6.7%10.8% vol

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

Paid More vs Made More

YTD

JEPIVYM

+7.6%Year to date+15.9%

7.9%Yield2.2%

+10.6%Past year+19.4%

0.35%Fee0.04%

3–1VYM wins

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

+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 10, 2026

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VYM, JEPI and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three