JEPI vs MDEV

AJEPI

BMDEV

Measures won6–0JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · JEPI $14,118

Lowest cost0.04%VIG · $4 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common3.0%JEPI and MDEV

JEPI

MDEV

JPMorgan Equity Premium Income ETF · $46.8BFirst Trust Indxx Medical Devices ETF · $4M

+10.7%3 years · per year$13,562 · $12,957+9.0%

+7.1%5 years · per year$14,118 · $8,839−2.4%

0.35%Expense ratio$35 · $70 on $10k · lower wins0.70%

8.09%12-mo yield$809 · $10 on $10k0.10%

−6.7%Worst dropSmaller wins−18.2%

8.8%VolatilityLower wins17.4%

6–0JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPI · MDEV

0.7%SYK2.2%

0.7%ISRG2.1%

0.6%MDT2.2%

0.3%ABT2.1%

Held in common3.0%

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	−1.6%	+7.9%	+11.0%	+9.0%	−2.4%	−18.2%	$4M

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	−1.6%	+7.9%	+11.0%	+9.0%	−2.4%	−18.2%	$4M

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

JEPI vs MDEV

JEPI

JPMorgan Equity Premium Income

$14,118

MDEV

First Trust Indxx Medical Devices

$8,839

MeasureJEPIMDEV

Fee0.35%0.70%

Cost on $10k a year$35$70

Yield8.09%0.10%

5 years, per year+7.1%−2.4%

3 years, per year+10.7%+9.0%

Worst drop · 1Y−6.7%−18.2%

Volatility · 1Y8.8%17.4%

6–0measures won
JEPI first

3.0%

holdings shared

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

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%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: JEPI, MDEV, VIG

Today

30.7%most shared, JEPI and VIG

JEPIMDEVVIG

JEPI—3.0%30.7%

MDEV3.0%—3.1%

VIG30.7%3.1%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VIG$150 − $4 = $146

MDEV$10 − $70 = −$60

KeptFee

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