JPUS vs VIG

AJPUS

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · JPUS $15,521

Lowest cost0.04%VIG · $4 on $10k

Most income2.02%JPUS · $202 on $10k

Smallest drop−6.9%JPUS · worst fall in 1Y

Held in common20.8%JPUS and VIG

JPUS

VIG

JPMorgan Diversified Return U.S. Equity ETF · $472MVanguard Dividend Appreciation ETF · $109B

+18.1%3 years · per year$16,465 · $16,814+18.9%

+9.2%5 years · per year$15,521 · $16,331+10.3%

0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%

2.02%12-mo yield$202 · $149 on $10k1.49%

−6.9%Worst dropSmaller wins−7.9%

10.4%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJPUS · VIG

0.5%GILD0.8%

0.4%AAPL4.9%

0.4%AMGN1.0%

0.4%KO1.5%

Held in common20.8%

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	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	2.02%	−2.4%	+15.2%	+19.0%	+18.1%	+9.2%	−6.9%	$472M

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	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	2.02%	−2.4%	+15.2%	+19.0%	+18.1%	+9.2%	−6.9%	$472M

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

JPUS vs VIG

JPUS

JPMorgan Diversified Return U.S. Equity

$15,521

VIG

Vanguard Dividend Appreciation

$16,331

MeasureJPUSVIG

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield2.02%1.49%

5 years, per year+9.2%+10.3%

3 years, per year+18.1%+18.9%

Worst drop · 1Y−6.9%−7.9%

Volatility · 1Y10.4%10.8%

3–3measures won
level

20.8%

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: JPUS, VIG

Today

20.8%most shared, JPUS and VIG

JPUSVIG

JPUS—20.8%

VIG20.8%—

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

Income After Fees on $10,000

$184most kept, JPUS

JPUS$202 − $18 = $184

VIG$149 − $4 = $145

KeptFee

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