ARMS vs VIG · Compare Desk

AVIG

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,495VIG · JEPI $14,322

Lowest cost0.04%VIG · $4 on $10k

Most income7.96%JEPI · $796 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common30.7%VIG and JEPI

VIG vs JEPI

VIG

JEPI

Vanguard Dividend Appreciation ETF · $109BJPMorgan Equity Premium Income ETF · $46.0B

+20.2%3 years · per year$17,369 · $14,201+12.4%

+10.5%5 years · per year$16,495 · $14,322+7.4%

0.04%Expense ratio$4 · $35 on $10k · lower wins0.35%

1.47%12-mo yield$147 · $796 on $10k7.96%

−7.9%Worst dropSmaller wins−6.7%

10.0%VolatilityLower wins7.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · JEPI

2.0%MA2.0%

2.5%V1.9%

4.9%AAPL1.9%

4.9%MSFT1.9%

Held in common30.7%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs JEPI

VIG

Vanguard Dividend Appreciation

$16,495

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureVIGJEPI

Fee0.04%0.35%

Cost on $10k a year$4$35

Yield1.47%7.96%

5 years, per year+10.5%+7.4%

3 years, per year+20.2%+12.4%

Worst drop · 1Y−7.9%−6.7%

Volatility · 1Y10.0%7.9%

3–3measures won
level

30.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

Overlap: VIG, JEPI

Today

30.7%most shared, VIG and JEPI

VIGJEPI

VIG—30.7%

JEPI30.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee