Compare · 4 funds side by side · dividends reinvested

CGDV, WCME, JEPI and IEFA

CGDVCapital Group×WCMEFirst Trust×JEPIJ.P. Morgan×IEFAiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,780IEFA · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

CGDV, WCME, JEPI and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.7B1.7

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.38%+10.7%+13.7%+18.5%+8.1%−11.5%16.5%$192B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.1

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.37%+3.7%+1.1%[…][…]−17.3%25.7%$36M4.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: CGDV 2022 · WCME 2020 · JEPI 2020 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Capital Group Dividend Value ETF · $38.7B$11,345

More Ways to See the Pairs

CGDV vs WCME: Top 5 Holdings

Today

CGDV

24.1%in top 5

WCME

in top 530.5%

CGDVStockWCME

not top 52330.TW13.6%

6.8%MSFTnot top 5

5.3%NVDAnot top 5

not top 5TEVA5.2%

4.6%AVGO

Cost, Income and Risk

Fees: CGDV, WCME, JEPI, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

CGDV0.33%$33

JEPI0.35%$35

WCME0.95%$95

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

VEA vs IEFA

YTD

VanguardVEA

+13.0%

IEFAiShares

+10.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

CGDV

WCME

First Trust WCM Developing World Equity ETF · $36M$10,367

$10,000 since Jan 1, dividends reinvested · they hold 0.0% in common

CGDVMeasureWCME

+13.5%Year to dateJan 1 → Nov 11+3.7%

+15.0%1 yearTotal return+1.1%

+23.9%3 years · per year$10,000 became $19,001 · […][…]

[…]5 years · per year[…]

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

1.23%Trailing 12-mo yield$123 · $37 a year on $10k0.37%

−9.7%Worst dropSmaller is better−17.3%

13.5%VolatilityLower is calmer25.7%

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

6–0CGDV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 52269.HK4.2%

4.2%METAnot top 5

not top 5000660.K3.8%

not top 5005930.K3.7%

3.3%GEnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

CGDV vs WCME Returns, Every Period

1Y

Capital GroupCGDV

+15.0%

past year

WCMEFirst Trust

+1.1%

past year

CGDVWCMEFaded: behind in that period

2–0CGDV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CGDV vs JEPI

YTD

Capital GroupCGDV

+13.5%

JEPIJ.P. Morgan

+8.6%

+13.5%Year to date+8.6%

−9.7%Worst drop · 1Y−6.7%

13.5%Volatility · 1Y9.0%

1.2%Yield7.8%

$38.7BAssets$46.8B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: CGDV, WCME, JEPI, IEFA

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

IEFA3.38%$338

CGDV1.23%$123

WCME0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

IEFA$338 − $7 = $331

CGDV$123 − $33 = $90

WCME$37 − $95 = −$58

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CGDV, WCME, JEPI, IEFA

Today

27.3%most shared, CGDV and JEPI

CGDVWCMEJEPIIEFA

CGDV—0.0%27.3%0.5%

WCME0.0%—0.0%1.2%

JEPI27.3%0.0%—0.0%

IEFA0.5%1.2%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+15.0%CGDV, at 13.5% volatility

JEPIWorst drop−6.7%9.0% vol

CGDVWorst drop−9.7%13.5% vol

IEFAWorst drop−11.5%16.5% vol

WCMEWorst drop−17.3%25.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICGDV

+8.6%Year to date+13.5%

7.8%Yield1.2%

+11.2%Past year+15.0%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 11, 2026

+13.0%Year to date+10.7%

2.4%Yield3.4%

$232BAssets$192B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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CGDV, WCME, JEPI and IEFA

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four