Compare · 4 funds side by side · dividends reinvested

JEPI, WCEO, DGRO and JEPQ

JEPIJ.P. Morgan×WCEOHypatia Capital×DGROiShares×JEPQJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

JEPI, WCEO, DGRO and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.4

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.2%+25.4%+18.6%[…]−7.3%14.5%$13M2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.1

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: JEPI 2020 · WCEO 2023 · DGRO 2014 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$11,088

JEPI

WCEO

Hypatia Women CEO ETF · $13M$12,536

$10,000 one year ago, dividends reinvested · they hold 6.8% in common

JEPIMeasureWCEO

+7.5%Year to dateJan 1 → Nov 9+20.2%

+10.9%1 yearTotal return+25.4%

+11.0%3 years · per year$10,000 became $13,679 · $16,669+18.6%

+7.6%5 years · per year$10,000 became $14,448 · […][…]

0.35%Expense ratio$35 · $85 a year on $10k · lower is better0.85%

7.93%Trailing 12-mo yield$793 · $53 a year on $10k0.53%

−6.7%Worst dropSmaller is better−7.3%

9.0%VolatilityLower is calmer14.5%

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

4–3JEPI wins

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

More Ways to See the Pairs

JEPI vs WCEO: Top 5 Holdings

Today

JEPI

9.9%in top 5

WCEO

in top 58.0%

JEPIStockWCEO

2.0%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%Vnot top 5

1.9%MMMnot top 5

not top 5CLX1.7%

not top 5TR1.6%

not top 5KMI1.6%

not top 5ACI1.5%

not top 5INSW1.5%

Held in common6.8%

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

JEPI vs WCEO Returns, Every Period

J.P. MorganJEPI

+10.9%

past year

WCEOHypatia Capital

+25.4%

past year

JEPIWCEOFaded: behind in that period

0–3WCEO wins

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

JEPI vs JEPQ

YTD

J.P. MorganJEPI

+7.5%

JEPQJ.P. Morgan

+6.6%

+7.5%Year to date+6.6%

−6.7%Worst drop · 1Y−11.5%

9.0%Volatility · 1Y16.9%

7.9%Yield12.4%

$45.2BAssets$40.7B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, WCEO, DGRO, JEPQ

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPI0.35%$35

JEPQ0.35%$35

WCEO0.85%$85

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

Yields: JEPI, WCEO, DGRO, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

DGRO1.84%$184

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

JEPI$793 − $35 = $758

DGRO$184 − $8 = $176

WCEO$53 − $85 = −$32

KeptFee

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

Overlap: JEPI, WCEO, DGRO, JEPQ

Today

34.4%most shared, JEPI and DGRO

JEPIWCEODGROJEPQ

JEPI—6.8%34.4%27.5%

WCEO6.8%—5.9%1.3%

DGRO34.4%5.9%—19.5%

JEPQ27.5%1.3%19.5%—

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

Return vs Bumpiness: 4 ETFs

+25.4%WCEO, at 14.5% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

WCEOWorst drop−7.3%14.5% 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+20.2%

12.4%Yield0.5%

+9.2%Past year+25.4%

0.35%Fee0.85%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026