JCPB vs VIG

AJCPB

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · JCPB $10,432

Lowest cost0.04%VIG · $4 on $10k

Most income4.97%JCPB · $497 on $10k

Smallest drop−4.5%JCPB · worst fall in 1Y

Held in common[…]JCPB and VIG

JCPB

VIG

JPMorgan Core Plus Bond ETF · $17.5BVanguard Dividend Appreciation ETF · $109B

+6.3%3 years · per year$12,003 · $16,669+18.6%

+0.9%5 years · per year$10,432 · $16,243+10.2%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

4.97%12-mo yield$497 · $150 on $10k1.50%

−4.5%Worst dropSmaller wins−7.9%

3.9%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJCPB · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AJCPB	JPMorgan Core Plus Bond ETFRead Desk		0.40%	4.97%	−0.1%	+0.3%	+1.2%	+6.3%	+0.9%	−4.5%	$17.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AJCPB	JPMorgan Core Plus Bond ETFRead Desk		0.40%	4.97%	−0.1%	+0.3%	+1.2%	+6.3%	+0.9%	−4.5%	$17.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JCPB vs VIG

JCPB

JPMorgan Core Plus Bond

$10,432

VIG

Vanguard Dividend Appreciation

$16,243

MeasureJCPBVIG

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield4.97%1.50%

5 years, per year+0.9%+10.2%

3 years, per year+6.3%+18.6%

Worst drop · 1Y−4.5%−7.9%

Volatility · 1Y3.9%10.8%

3–3measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

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

Overlap: JCPB, VIG

Today

[…]holdings […]

JCPBVIG

JCPB—[…]

VIG[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$457most kept, JCPB

JCPB$497 − $40 = $457

VIG$150 − $4 = $146

KeptFee

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