Compare · 4 funds side by side · dividends reinvested

VYM, WCME, CGDV and JEPI

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

VYM, WCME, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.3

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.38%+1.7%+0.1%[…][…]−17.3%25.6%$35M4.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: VYM 2006 · WCME 2020 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Capital Group Dividend Value ETF · $37.8B$11,214

CGDV

WCME

First Trust WCM Developing World Equity ETF · $35M$10,169

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

CGDVMeasureWCME

+12.1%Year to dateJan 1 → Nov 9+1.7%

+16.1%1 yearTotal return+0.1%

+23.7%3 years · per year$10,000 became $18,934 · […][…]

[…]5 years · per year[…]

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

1.24%Trailing 12-mo yield$124 · $38 a year on $10k0.38%

−9.7%Worst dropSmaller is better−17.3%

13.5%VolatilityLower is calmer25.6%

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

6–0CGDV wins

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

More Ways to See the Pairs

CGDV vs WCME: Top 5 Holdings

Today

CGDV

24.2%in top 5

WCME

in top 529.9%

CGDVStockWCME

not top 52330.TW13.2%

6.9%MSFTnot top 5

5.9%NVDAnot top 5

not top 5TEVA5.4%

not top 52269.HK4.2%

4.1%METAnot top 5

4.0%AVGOnot top 5

not top 5005930.K3.6%

not top 5000660.K3.6%

3.2%GEnot top 5

Held in common0.0%

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

CGDV vs WCME Returns, Every Period

Capital GroupCGDV

+16.1%

past year

WCMEFirst Trust

+0.1%

past year

CGDVWCMEFaded: behind in that period

2–0CGDV wins

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

CGDV vs JEPI

YTD

Capital GroupCGDV

+12.1%

JEPIJ.P. Morgan

+7.5%

+12.1%Year to date+7.5%

−9.7%Worst drop · 1Y−6.7%

13.5%Volatility · 1Y9.0%

1.2%Yield7.9%

$37.8BAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: VYM, WCME, CGDV, JEPI

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

JEPI0.35%$35

WCME0.95%$95

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

Yields: VYM, WCME, CGDV, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

VYM2.26%$226

CGDV1.24%$124

WCME0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

WCME$38 − $95 = −$57

KeptFee

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

Overlap: VYM, WCME, CGDV, JEPI

Today

27.5%most shared, CGDV and JEPI

VYMWCMECGDVJEPI

VYM—0.1%22.8%25.8%

WCME0.1%—0.0%0.0%

CGDV22.8%0.0%—27.5%

JEPI25.8%0.0%27.5%—

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

Return vs Bumpiness: 4 ETFs

+19.5%VYM, at 10.8% volatility

JEPIWorst drop−6.7%9.0% vol

VYMWorst drop−6.7%10.8% vol

CGDVWorst drop−9.7%13.5% vol

WCMEWorst drop−17.3%25.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVYM

+7.5%Year to date+15.4%

7.9%Yield2.3%

+10.9%Past year+19.5%

0.35%Fee0.04%

3–1VYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

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