VIG vs JEPI

AVIG

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

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%VIG and JEPI

VIG

JEPI

Vanguard Dividend Appreciation ETF · $109BJPMorgan Equity Premium Income ETF · $46.1B

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

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

0.04%Expense ratio$4 · $35 on $10k · lower wins0.35%

1.44%12-mo yield$144 · $783 on $10k7.83%

−7.9%Worst dropSmaller wins−6.7%

10.2%VolatilityLower wins8.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · JEPI

2.0%MA2.0%

4.9%MSFT1.9%

2.5%V1.9%

4.9%AAPL1.9%

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

All Three

5Y3 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	BJEPI	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

All Three

5Y3 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	BJEPI	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

VIG vs JEPI

VIG

Vanguard Dividend Appreciation

$17,005

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureVIGJEPI

Fee0.04%0.35%

Cost on $10k a year$4$35

Yield1.44%7.83%

5 years, per year+11.2%+7.9%

3 years, per year+20.6%+12.6%

Worst drop · 1Y−7.9%−6.7%

Volatility · 1Y10.2%8.1%

3–3measures won
level

30.7%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VIG, JEPI, SCHD

Today

30.7%most shared, VIG and JEPI

VIGJEPISCHD

VIG—30.7%14.5%

JEPI30.7%—8.2%

SCHD14.5%8.2%—

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

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

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