JPSE vs VIG

AJPSE

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · JPSE $13,477

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common0.7%JPSE and VIG

JPSE

VIG

JPMorgan Diversified Return U.S. Small Cap Equity ETF · $560MVanguard Dividend Appreciation ETF · $109B

+16.2%3 years · per year$15,694 · $16,669+18.6%

+6.1%5 years · per year$13,477 · $16,243+10.2%

0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%

1.47%12-mo yield$147 · $150 on $10k1.50%

−8.0%Worst dropSmaller wins−7.9%

14.7%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsJPSE · VIG

0.2%UMBF0.0%

0.3%MATX0.0%

0.3%NPO0.0%

0.3%GATX0.0%

Held in common0.7%

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	AJPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETFRead Desk		0.29%	1.47%	−0.1%	+13.0%	+14.6%	+16.2%	+6.1%	−8.0%	$560M

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	AJPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETFRead Desk		0.29%	1.47%	−0.1%	+13.0%	+14.6%	+16.2%	+6.1%	−8.0%	$560M

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

JPSE vs VIG

JPSE

JPMorgan Diversified Return U.S. Small Cap Equity

$13,477

VIG

Vanguard Dividend Appreciation

$16,243

MeasureJPSEVIG

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield1.47%1.50%

5 years, per year+6.1%+10.2%

3 years, per year+16.2%+18.6%

Worst drop · 1Y−8.0%−7.9%

Volatility · 1Y14.7%10.8%

5–0measures won
VIG first

0.7%

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

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

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

Overlap: JPSE, VIG

Today

0.7%most shared, JPSE and VIG

JPSEVIG

JPSE—0.7%

VIG0.7%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

JPSE$147 − $29 = $118

KeptFee

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