JEPI vs VIG

AJEPI

BVIG

Measures won3–3level · 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 common30.7%JEPI and VIG

JEPI

VIG

JPMorgan Equity Premium Income ETF · $45.2BVanguard Dividend Appreciation ETF · $109B

+10.7%3 years · per year$13,562 · $16,669+18.6%

+7.1%5 years · per year$14,118 · $16,243+10.2%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

8.09%12-mo yield$809 · $150 on $10k1.50%

−6.7%Worst dropSmaller wins−7.9%

8.8%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · VIG

2.0%MSFT4.9%

2.1%MA2.0%

2.0%AAPL4.9%

1.9%V2.5%

Held in common30.7%

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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

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 VIG

JEPI

JPMorgan Equity Premium Income

$14,118

VIG

Vanguard Dividend Appreciation

$16,243

MeasureJEPIVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield8.09%1.50%

5 years, per year+7.1%+10.2%

3 years, per year+10.7%+18.6%

Worst drop · 1Y−6.7%−7.9%

Volatility · 1Y8.8%10.8%

3–3measures won
level

30.7%

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%

$40.7BAssets$45.2B

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, VIG

Today

30.7%most shared, JEPI and VIG

JEPIVIG

JEPI—30.7%

VIG30.7%—

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

KeptFee

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