Compare · 4 funds side by side · dividends reinvested

CGDV, WCME, SCHD and JEPQ

CGDVCapital Group×WCMEFirst Trust×SCHDSchwab×JEPQJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

CGDV, WCME, SCHD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.7

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.39%−1.3%−4.1%[…][…]−17.3%25.5%$35M4.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CGDV 2022 · WCME 2020 · SCHD 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $37.9B$11,285

CGDV

WCME

First Trust WCM Developing World Equity ETF · $35M$9,587

$10,000 one year ago, dividends reinvested · they hold 0.0% in common

CGDVMeasureWCME

+9.6%Year to dateJan 1 → Nov 6−1.3%

+12.9%1 yearTotal return−4.1%

+23.5%3 years · per year$10,000 became $18,840 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $95 a year on $10k · lower is better0.95%

1.27%Trailing 12-mo yield$127 · $39 a year on $10k0.39%

−9.7%Worst dropSmaller is better−17.3%

13.4%VolatilityLower is calmer25.5%

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

6–0CGDV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs WCME: Top 5 Holdings

Today

CGDV

23.9%in top 5

WCME

in top 529.6%

CGDVStockWCME

not top 52330.TW12.9%

7.0%MSFTnot top 5

5.7%NVDAnot top 5

not top 5TEVA5.3%

not top 52269.HK4.3%

4.0%AVGOnot top 5

3.9%METAnot top 5

not top 5000660.K3.6%

not top 5005930.K3.5%

3.2%RTXnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CGDV vs WCME Returns, Every Period

Capital GroupCGDV

+12.9%

past year

WCMEFirst Trust

−4.1%

past year

CGDVWCMEFaded: behind in that period

2–0CGDV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CGDV vs JEPQ

YTD

Capital GroupCGDV

+9.6%

JEPQJ.P. Morgan

+3.2%

+9.6%Year to date+3.2%

−9.7%Worst drop · 1Y−11.5%

13.4%Volatility · 1Y16.7%

1.3%Yield12.8%

$37.9BAssets$40.7B

3–1CGDV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, WCME, SCHD, JEPQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

JEPQ0.35%$35

WCME0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CGDV, WCME, SCHD, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SCHD3.00%$300

CGDV1.27%$127

WCME0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

WCME$39 − $95 = −$56

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CGDV, WCME, SCHD, JEPQ

Today

28.8%most shared, CGDV and JEPQ

CGDVWCMESCHDJEPQ

CGDV—0.0%5.9%28.8%

WCME0.0%—0.0%0.1%

SCHD5.9%0.0%—3.8%

JEPQ28.8%0.1%3.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

JEPQWorst drop−11.5%16.7% vol

WCMEWorst drop−17.3%25.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026