Compare · 3 funds side by side · dividends reinvested

JEPI, WCEO and CGDV

JEPIJ.P. Morgan×WCEOHypatia Capital×CGDVCapital Group×

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,510JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the three · RiskSmallest drop

JEPI, WCEO and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$38.7B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B1.9

Hypatia Women CEO ETFUnsorted0.85%0.53%+19.9%+23.4%+18.1%[…]−7.3%14.5%$14M2.1

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

End-of-day Nov 12, 2026 · returns include dividends · since: JEPI 2020 · WCEO 2023 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Hypatia Women CEO ETF · $14M$16,493

WCEO

CGDV

Capital Group Dividend Value ETF · $38.7B$18,895

$10,000 three years ago, dividends reinvested · they hold 0.7% in common

WCEO

More Ways to See the Pairs

WCEO vs CGDV: Top 5 Holdings

Today

WCEO

8.1%in top 5

CGDV

in top 524.0%

WCEOStockCGDV

not top 5MSFT6.6%

not top 5NVDA5.3%

not top 5AVGO4.7%

not top 5META4.0%

not top 5ORCL3.3%

Cost, Income and Risk

Fees: JEPI, WCEO, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

WCEO0.85%$85

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

CGDV

+19.9%Year to dateJan 1 → Nov 12+12.7%

+23.4%1 yearTotal return+13.9%

+18.1%3 years · per year$10,000 became $16,493 · $18,895+23.6%

[…]5 years · per year[…]

0.85%Expense ratio$85 · $33 a year on $10k · lower is better0.33%

0.53%Trailing 12-mo yield$53 · $124 a year on $10k1.24%

−7.3%Worst dropSmaller is better−9.7%

14.5%VolatilityLower is calmer13.5%

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

3–4CGDV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.8%CLXnot top 5

1.6%KMInot top 5

1.6%SEInot top 5

1.6%MPCnot top 5

1.6%TRnot top 5

Held in common0.7%

End-of-day Nov 12, 2026 · share of each fund

WCEO vs CGDV Returns, Every Period

1Y

Hypatia CapitalWCEO

+23.4%

past year

CGDVCapital Group

+13.9%

past year

WCEOCGDVFaded: behind in that period

2–1WCEO wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: WCEO vs JEPI

YTD

Hypatia CapitalWCEO

+19.9%

JEPIJ.P. Morgan

+8.3%

+19.9%Year to date+8.3%

−7.3%Worst drop · 1Y−6.7%

14.5%Volatility · 1Y9.0%

0.5%Yield7.9%

$13.9MAssets$46.8B

3–1JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: JEPI, WCEO, CGDV

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

CGDV1.24%$124

WCEO0.53%$53

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

CGDV$124 − $33 = $91

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCEO, CGDV

Today

27.1%most shared, JEPI and CGDV

JEPIWCEOCGDV

JEPI—6.8%27.1%

WCEO6.8%—0.7%

CGDV27.1%0.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.4%WCEO, at 14.5% volatility

JEPIWorst drop−6.7%9.0% vol

CGDVWorst drop−9.7%13.5% vol

WCEOWorst drop−7.3%14.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWCEO

+8.3%Year to date+19.9%

7.9%Yield0.5%

+10.1%Past year+23.4%

0.35%Fee0.85%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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JEPI, WCEO and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: JEPI, WCEO, CGDV