JOYT vs VIG

AJOYT

BVIG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.0%JOYT · worst fall in 1Y

Held in common33.1%JOYT and VIG

JOYT

VIG

JPMorgan Equity and Options Total Return ETF · $119MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,814+18.9%

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

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

0.78%12-mo yield$78 · $149 on $10k1.49%

−7.0%Worst dropSmaller wins−7.9%

10.3%VolatilityLower wins10.8%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsJOYT · VIG

6.9%MSFT4.9%

7.6%AAPL4.9%

2.1%AVGO4.3%

1.9%MA2.0%

Held in common33.1%

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	AJOYT	JPMorgan Equity and Options Total Return ETFRead Desk		0.35%	0.78%	−3.8%	+6.8%	+10.3%	new	new	−7.0%	$119M

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	AJOYT	JPMorgan Equity and Options Total Return ETFRead Desk		0.35%	0.78%	−3.8%	+6.8%	+10.3%	new	new	−7.0%	$119M

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

JOYT vs VIG

JOYT

JPMorgan Equity and Options Total Return

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureJOYTVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield0.78%1.49%

5 years, per year[…]+10.3%

3 years, per year[…]+18.9%

Worst drop · 1Y−7.0%−7.9%

Volatility · 1Y10.3%10.8%

2–2measures won
level

33.1%

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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: JOYT, VIG

Today

33.1%most shared, JOYT and VIG

JOYTVIG

JOYT—33.1%

VIG33.1%—

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

JOYT$78 − $35 = $43

KeptFee

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