LABD vs JEPI · Compare Desk

AJEPI

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · JEPI $14,635

Lowest cost0.04%VIG · $4 on $10k

Most income7.83%JEPI · $783 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common30.7%JEPI and VIG

JEPI vs VIG

JEPI

VIG

JPMorgan Equity Premium Income ETF · $46.1BVanguard Dividend Appreciation ETF · $109B

+12.6%3 years · per year$14,269 · $17,533+20.6%

+7.9%5 years · per year$14,635 · $17,005+11.2%

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

7.83%12-mo yield$783 · $144 on $10k1.44%

−6.7%Worst dropSmaller wins−7.9%

8.1%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · VIG

2.0%MA2.0%

1.9%MSFT4.9%

1.9%V2.5%

1.9%AAPL4.9%

Held in common30.7%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPI vs VIG

JEPI

JPMorgan Equity Premium Income

$14,635

VIG

Vanguard Dividend Appreciation

$17,005

MeasureJEPIVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield7.83%1.44%

5 years, per year+7.9%+11.2%

3 years, per year+12.6%+20.6%

Worst drop · 1Y−6.7%−7.9%

Volatility · 1Y8.1%10.2%

3–3measures won
level

30.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

Overlap: JEPI, VIG

Today

30.7%most shared, JEPI and VIG

JEPIVIG

JEPI—30.7%

VIG30.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee