Compare · 4 funds side by side · dividends reinvested

CGDV, WCEO, JEPQ and DGRO

CGDVCapital Group×WCEOHypatia Capital×JEPQJ.P. Morgan×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,171DGRO · best of the four

02 / 04

CGDV, WCEO, JEPQ and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+23.2%+20.8%+11.4%−6.5%10.4%$44.7B1.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.4%+16.3%+23.8%[…]−9.7%13.6%$37.8B2.4

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.5%+25.7%+18.7%[…]−7.3%14.6%$13M2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CGDV 2022 · WCEO 2023 · JEPQ 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $37.8B$11,634

CGDV

WCEO

Hypatia Women CEO ETF · $13M$12,571

$10,000 one year ago, dividends reinvested · they hold 0.7% in common

CGDVMeasureWCEO

+12.4%Year to dateJan 1 → Nov 9+20.5%

+16.3%1 yearTotal return+25.7%

+23.8%3 years · per year$10,000 became $18,977 · $16,716+18.7%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $85 a year on $10k · lower is better0.85%

1.24%Trailing 12-mo yield$124 · $53 a year on $10k0.53%

−9.7%Worst dropSmaller is better−7.3%

13.6%VolatilityLower is calmer14.6%

CGDVWCEO Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3CGDV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs WCEO: Top 5 Holdings

Today

CGDV

23.9%in top 5

WCEO

in top 58.1%

CGDVStockWCEO

7.0%MSFTnot top 5

5.7%NVDAnot top 5

4.0%AVGOnot top 5

3.9%METAnot top 5

3.2%RTXnot top 5

not top 5CLX1.7%

not top 5TR1.6%

not top 5ACI1.6%

not top 5KMI1.6%

not top 5MPC1.5%

Held in common0.7%

End-of-day Nov 9, 2026 · share of each fund

CGDV vs WCEO Returns, Every Period

Capital GroupCGDV

+16.3%

past year

WCEOHypatia Capital

+25.7%

past year

CGDVWCEOFaded: behind in that period

1–2WCEO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CGDV vs JEPQ

YTD

Capital GroupCGDV

+12.4%

JEPQJ.P. Morgan

+6.6%

+12.4%Year to date+6.6%

−9.7%Worst drop · 1Y−11.5%

13.6%Volatility · 1Y16.9%

1.2%Yield12.4%

$37.8BAssets$40.7B

3–1CGDV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, WCEO, JEPQ, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

JEPQ0.35%$35

WCEO0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CGDV, WCEO, JEPQ, DGRO

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

DGRO1.83%$183

CGDV1.24%$124

WCEO0.53%$53

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

DGRO$183 − $8 = $175

CGDV$124 − $33 = $91

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CGDV, WCEO, JEPQ, DGRO

Today

28.8%most shared, CGDV and JEPQ

CGDVWCEOJEPQDGRO

CGDV—0.7%28.8%28.3%

WCEO0.7%—1.2%6.0%

JEPQ28.8%1.2%—19.6%

DGRO28.3%6.0%19.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.7%WCEO, at 14.6% volatility

DGROWorst drop−6.5%10.4% vol

CGDVWorst drop−9.7%13.6% vol

WCEOWorst drop−7.3%14.6% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCEO

+6.6%Year to date+20.5%

12.4%Yield0.5%

+9.2%Past year+25.7%

0.35%Fee0.85%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026