PSCD vs JEPI · Compare Desk

AJEPI

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,495VIG · JEPI $14,322

Lowest cost0.04%VIG · $4 on $10k

Most income7.96%JEPI · $796 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 · $46.0BVanguard Dividend Appreciation ETF · $109B

+12.4%3 years · per year$14,201 · $17,369+20.2%

+7.4%5 years · per year$14,322 · $16,495+10.5%

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

7.96%12-mo yield$796 · $147 on $10k1.47%

−6.7%Worst dropSmaller wins−7.9%

7.9%VolatilityLower wins10.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · VIG

2.0%MA2.0%

1.9%V2.5%

1.9%AAPL4.9%

1.9%MSFT4.9%

Held in common30.7%

End-of-day Nov 3, 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%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

End-of-day Nov 3, 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%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

End-of-day Nov 3, 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

$14,322

VIG

Vanguard Dividend Appreciation

$16,495

MeasureJEPIVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield7.96%1.47%

5 years, per year+7.4%+10.5%

3 years, per year+12.4%+20.2%

Worst drop · 1Y−6.7%−7.9%

Volatility · 1Y7.9%10.0%

3–3measures won
level

30.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

Overlap: JEPI, VIG

Today

30.7%most shared, JEPI and VIG

JEPIVIG

JEPI—30.7%

VIG30.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee