Compare · 4 funds side by side · dividends reinvested

JEPQ, WCEO, DGRO and JEPI

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

JEPQ, WCEO, DGRO and JEPI, 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%$44.7B1.6

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

Head to Head

Swap sides Versus in desk

Head to Head

YTD

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B$10,655

JEPQ

WCEO

Hypatia Women CEO ETF · $13M$12,019

$10,000 since Jan 1, dividends reinvested · they hold 1.3% in common

JEPQMeasureWCEO

+6.6%Year to dateJan 1 → Nov 9+20.2%

+9.2%1 yearTotal return+25.4%

+18.2%3 years · per year$10,000 became $16,495 · $16,669+18.6%

[…]5 years · per year[…]

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

12.39%Trailing 12-mo yield$1,239 · $53 a year on $10k0.53%

−11.5%Worst dropSmaller is better−7.3%

16.9%VolatilityLower is calmer14.5%

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

2–5WCEO wins

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

More Ways to See the Pairs

JEPQ vs WCEO: Top 5 Holdings

Today

JEPQ

28.6%in top 5

WCEO

in top 58.0%

JEPQStockWCEO

7.3%AAPLnot top 5

6.7%NVDAnot top 5

6.0%MSFTnot top 5

4.4%GOOGnot top 5

4.3%AMZNnot top 5

not top 5CLX1.7%

not top 5TR1.6%

not top 5KMI1.6%

not top 5ACI1.5%

not top 5INSW1.5%

Held in common1.3%

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

JEPQ vs WCEO Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

WCEOHypatia Capital

+25.4%

past year

JEPQWCEOFaded: behind in that period

0–3WCEO wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

−11.5%Worst drop · 1Y−6.7%

16.9%Volatility · 1Y9.0%

12.4%Yield7.9%

$40.7BAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPQ, WCEO, DGRO, JEPI

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPQ0.35%$35

JEPI0.35%$35

WCEO0.85%$85

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

Yields: JEPQ, WCEO, DGRO, JEPI

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: JEPQ, WCEO, DGRO, JEPI

Today

34.4%most shared, DGRO and JEPI

JEPQWCEODGROJEPI

JEPQ—1.3%19.5%27.5%

WCEO1.3%—5.9%6.8%

DGRO19.5%5.9%—34.4%

JEPI27.5%6.8%34.4%—

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%

$120BAssets$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%

$44.7BAssets$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