VIG vs JEPQ

AVIG

BJEPQ

Measures won3–2VIG wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG

Lowest cost0.04%VIG · $4 on $10k

Most income12.28%JEPQ · $1,228 on $10k

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

Held in common26.2%VIG and JEPQ

VIG

JEPQ

Vanguard Dividend Appreciation ETF · $109BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+20.2%3 years · per year$17,369 · $17,450+20.4%

+10.5%5 years · per year$16,495 · […][…]

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

1.47%12-mo yield$147 · $1,228 on $10k12.28%

−7.9%Worst dropSmaller wins−8.8%

10.0%VolatilityLower wins15.5%

3–2VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · JEPQ

4.9%MSFT5.5%

4.9%AAPL6.9%

2.1%WMT2.1%

4.3%AVGO1.9%

Held in common26.2%

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

VIG vs JEPQ

VIG

Vanguard Dividend Appreciation

$16,495

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVIGJEPQ

Fee0.04%0.35%

Cost on $10k a year$4$35

Yield1.47%12.28%

5 years, per year+10.5%[…]

3 years, per year+20.2%+20.4%

Worst drop · 1Y−7.9%−8.8%

Volatility · 1Y10.0%15.5%

3–2measures won
VIG first

26.2%

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: VIG, JEPQ

Today

26.2%most shared, VIG and JEPQ

VIGJEPQ

VIG—26.2%

JEPQ26.2%—

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

VIG$147 − $4 = $143

KeptFee

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