JEPI vs VIG

AJEPI

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · JEPI $14,448

Lowest cost0.04%VIG · $4 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common31.2%JEPI and VIG

JEPI

VIG

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

+11.0%3 years · per year$13,679 · $16,775+18.8%

+7.6%5 years · per year$14,448 · $16,638+10.7%

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

7.93%12-mo yield$793 · $146 on $10k1.46%

−6.7%Worst dropSmaller wins−7.9%

9.0%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPI · VIG

2.0%MSFT4.9%

2.0%MA2.0%

2.0%AAPL4.9%

1.9%V2.5%

Held in common31.2%

End-of-day Nov 9, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.0%	+1.7%	+0.1%	new	new	−17.3%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.0%	+1.7%	+0.1%	new	new	−17.3%	$35M

End-of-day Nov 9, 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

$14,448

VIG

Vanguard Dividend Appreciation

$16,638

MeasureJEPIVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield7.93%1.46%

5 years, per year+7.6%+10.7%

3 years, per year+11.0%+18.8%

Worst drop · 1Y−6.7%−7.9%

Volatility · 1Y9.0%11.0%

3–3measures won
level

31.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: JEPI, WCME, VIG

Today

31.2%most shared, JEPI and VIG

JEPIWCMEVIG

JEPI—0.0%31.2%

WCME0.0%—0.0%

VIG31.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VIG$146 − $4 = $142

WCME$38 − $95 = −$57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee