JMEE vs VIG

AJMEE

BVIG

Measures won0–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common2.9%JMEE and VIG

JMEE

VIG

JPMorgan Small & Mid Cap Enhanced Equity ETF · $3.0BVanguard Dividend Appreciation ETF · $109B

+17.9%3 years · per year$16,380 · $16,814+18.9%

[…]5 years · per year[…] · $16,331+10.3%

0.34%Expense ratio$34 · $4 on $10k · lower wins0.04%

1.00%12-mo yield$100 · $149 on $10k1.49%

−8.8%Worst dropSmaller wins−7.9%

15.6%VolatilityLower wins10.8%

0–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsJMEE · VIG

0.2%RGLD0.1%

0.5%RS0.1%

0.3%ITT0.1%

0.4%RGA0.1%

Held in common2.9%

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AJMEE	JPMorgan Small & Mid Cap Enhanced Equity ETFRead Desk		0.34%	1.00%	−3.9%	+13.1%	+17.7%	+17.9%	new	−8.8%	$3.0B

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AJMEE	JPMorgan Small & Mid Cap Enhanced Equity ETFRead Desk		0.34%	1.00%	−3.9%	+13.1%	+17.7%	+17.9%	new	−8.8%	$3.0B

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

Cards for this view

JMEE vs VIG

JMEE

JPMorgan Small & Mid Cap Enhanced Equity

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureJMEEVIG

Fee0.34%0.04%

Cost on $10k a year$34$4

Yield1.00%1.49%

5 years, per year[…]+10.3%

3 years, per year+17.9%+18.9%

Worst drop · 1Y−8.8%−7.9%

Volatility · 1Y15.6%10.8%

5–0measures won
VIG first

2.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: JMEE, VIG

Today

2.9%most shared, JMEE and VIG

JMEEVIG

JMEE—2.9%

VIG2.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

JMEE$100 − $34 = $66

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee