Compare · 3 funds side by side · dividends reinvested

JEPQ, WCEO and DGRO

JEPQJ.P. Morgan×WCEOHypatia Capital×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

JEPQ, WCEO and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.4

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.5%+20.7%+18.6%[…]−7.3%14.3%$14M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JEPQ 2022 · WCEO 2023 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $46.1B$12,124

DGRO

WCEO

Hypatia Women CEO ETF · $14M$12,071

$10,000 one year ago, dividends reinvested · they hold 5.9% in common

DGROMeasureWCEO

+17.2%Year to dateJan 1 → Nov 5+16.5%

+21.2%1 yearTotal return+20.7%

+21.1%3 years · per year$10,000 became $17,770 · $16,664+18.6%

+11.1%5 years · per year$10,000 became $16,941 · […][…]

0.08%Expense ratio$8 · $85 a year on $10k · lower is better0.85%

1.86%Trailing 12-mo yield$186 · $55 a year on $10k0.55%

−6.5%Worst dropSmaller is better−7.3%

10.2%VolatilityLower is calmer14.3%

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

7–0DGRO wins

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

More Ways to See the Pairs

DGRO vs WCEO: Top 5 Holdings

Today

DGRO

14.9%in top 5

WCEO

in top 58.0%

DGROStockWCEO

3.2%MSFTnot top 5

3.0%AAPLnot top 5

3.0%ABBVnot top 5

3.0%XOMnot top 5

2.8%JNJnot top 5

not top 5CLX1.7%

not top 5ACI1.6%

not top 5KMI1.6%

not top 5TR1.6%

not top 5MPC1.5%

Held in common5.9%

End-of-day Nov 5, 2026 · share of each fund

DGRO vs WCEO Returns, Every Period

iSharesDGRO

+21.2%

past year

WCEOHypatia Capital

+20.7%

past year

DGROWCEOFaded: behind in that period

3–0DGRO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DGRO vs JEPQ

YTD

iSharesDGRO

+17.2%

JEPQJ.P. Morgan

+8.5%

+17.2%Year to date+8.5%

−6.5%Worst drop · 1Y−8.8%

10.2%Volatility · 1Y15.5%

1.9%Yield12.2%

$46.1BAssets$42.1B

3–1DGRO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, WCEO, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPQ0.35%$35

WCEO0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPQ, WCEO, DGRO

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

DGRO1.86%$186

WCEO0.55%$55

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

DGRO$186 − $8 = $178

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCEO, DGRO

Today

19.5%most shared, JEPQ and DGRO

JEPQWCEODGRO

JEPQ—1.3%19.5%

WCEO1.3%—5.9%

DGRO19.5%5.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.2%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

WCEOWorst drop−7.3%14.3% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDGRO

+8.5%Year to date+17.2%

12.2%Yield1.9%

+9.3%Past year+21.2%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026