WTIP vs JEPQ5YWTIPWTIPAvsBJEPQJEPQWisdomTree Inflation Plus Fund · $27MJPMorgan Nasdaq Equity Premium Income ETF · $42.6BReturns · dividends in[…]3 years · per year[…] · $16,188+17.4%[…]5 years · per year[…]Cost and income0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%9.60%12-mo yield$960 · $1,237 on $10k12.37%Risk · 1 year
$10,000 in WTIP, JEPQ, VIG5Y$10k startVIG $16.5kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: WTIP, JEPQ, VIGToday26.6%most shared, JEPQ and VIGWTIPJEPQVIGWTIP—0.0%0.0%JEPQ0.0%—26.6%VIG0.0%26.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
WTIP vs JEPQ5YAWTIPWisdomTree Inflation Plus Fund[…]vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureWTIPJEPQFee0.65%0.35%Cost on $10k a year$65$35Yield9.60%12.37%5 years, per year[…][…]3 years, per year[…]+17.4%Worst drop · 1Y−16.5%−11.5%Volatility · 1Y17.4%17.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2AWTIPWisdomTree Inflation Plus FundReadDesk0.65%9.60%−0.2%+6.5%+10.8%newnew−16.5%$27M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2AWTIPWisdomTree Inflation Plus FundReadDesk0.65%9.60%−0.2%+6.5%+10.8%newnew−16.5%$27M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.9%+16.0%+19.9%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
Overlap: WTIP, JEPQ, VIGToday26.6%most shared, JEPQ and VIGWTIPJEPQVIGWTIP—0.0%0.0%JEPQ0.0%—26.6%VIG0.0%26.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,202most kept, JEPQJEPQ$1,237 − $35 = $1,202WTIP$960 − $65 = $895VIG$145 − $4 = $141KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee