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JEPI vs VIG: Performance & Backtest Comparison

VIG delivered the higher return - 14.01% CAGR vs 6.12% - over 2020-06-30 → 2026-07-31.

Growth comparison

Drawdown

Annual returns

JEPIVIG
NameJPMorgan Equity Premium Income ETFVanguard Div Appreciation ETF
CAGR6.12%14.01%
Total return44.26%124.42%
Volatility10.42%13.63%
Max drawdown-18.27%Sep 2022-20.19%Sep 2022
Sharpe0.350.82
Sortino0.551.60
Best year15.68%23.77%
Worst year-12.27%-9.81%
Final balance$14,426$22,442

Correlation of monthly returns: 0.94. Wondering if you need both? Check their fund overlap →

All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.

Which has performed better, JEPI or VIG?

Over 2020-06-30 to 2026-07-31, VIG performed better: 14.01% annualized versus 6.12% for JEPI, with dividends reinvested. Past performance does not guarantee future results.

How similar are JEPI and VIG?

Their monthly returns have a correlation of 0.94 over the common period. JEPI is JPMorgan Equity Premium Income ETF; VIG is Vanguard Div Appreciation ETF.

Which is riskier, JEPI or VIG?

Over the common period JEPI had 10.42% annualized volatility and a -18.27% max drawdown, versus 13.63% and -20.19% for VIG.