JEPQ vs VIG

AJEPQ

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common26.2%JEPQ and VIG

JEPQ

VIG

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BVanguard Dividend Appreciation ETF · $109B

+17.4%3 years · per year$16,202 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

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

12.79%12-mo yield$1,279 · $150 on $10k1.50%

−11.5%Worst dropSmaller wins−7.9%

16.7%VolatilityLower wins10.8%

1–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPQ · VIG

6.1%MSFT4.9%

7.4%AAPL4.9%

2.2%WMT2.1%

1.8%AVGO4.3%

Held in common26.2%

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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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

JEPQ vs VIG

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureJEPQVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield12.79%1.50%

5 years, per year[…]+10.2%

3 years, per year+17.4%+18.6%

Worst drop · 1Y−11.5%−7.9%

Volatility · 1Y16.7%10.8%

4–1measures won
VIG first

26.2%

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: JEPQ, VIG

Today

26.2%most shared, JEPQ and VIG

JEPQVIG

JEPQ—26.2%

VIG26.2%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

VIG$150 − $4 = $146

KeptFee

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