JEPQ vs VIG5YJEPQJEPQAvsBVIGVIGJPMorgan Nasdaq Equity Premium Income ETF · $42.5BVanguard Dividend Appreciation ETF · $109BReturns · dividends in+17.4%3 years · per year$16,188 · $16,797+18.9%[…]5 years · per year[…] · $16,513+10.6%Cost and income0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%12.37%12-mo yield$1,237 · $145 on $10k
$10,000 in JEPQ, VIG, CGDV5Y$10k startVIG $16.5kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: JEPQ, VIG, CGDVToday29.3%most shared, VIG and CGDVJEPQVIGCGDVJEPQ—26.6%28.4%VIG26.6%—29.3%CGDV28.4%29.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
JEPQ vs VIG5YAJEPQJPMorgan Nasdaq Equity Premium Income[…]vsVIGBVanguard Dividend Appreciation$16,513MeasureJEPQVIGFee0.35%0.04%Cost on $10k a year$35$4Yield12.37%1.45%5 years, per year[…]+10.6%3 years, per year+17.4%+18.9%Worst drop · 1Y−11.5%−7.9%Volatility · 1Y17.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2AJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.5B3CGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2AJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.5B3CGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.9%+16.0%+19.9%Year to date+16.0%1.8%Yield1.4%$46.0BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
Overlap: JEPQ, VIG, CGDVToday29.3%most shared, VIG and CGDVJEPQVIGCGDVJEPQ—26.6%28.4%VIG26.6%—29.3%CGDV28.4%29.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,202most kept, JEPQJEPQ$1,237 − $35 = $1,202VIG$145 − $4 = $141CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee