Compare · 4 funds side by side · dividends reinvested

CGDV, WCEO, JEPQ and JEPI

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

02 / 04

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Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$12,434WCEO · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the four · RiskSmallest drop

CGDV, WCEO, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$37.8B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.1

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.0%+24.3%+17.7%[…]−7.3%14.5%$13M2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−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 10, 2026 · returns include dividends · since: CGDV 2022 · WCEO 2023 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Dividend Value ETF · $37.8B

More Ways to See the Pairs

CGDV vs WCEO: Top 5 Holdings

Today

CGDV

24.3%in top 5

WCEO

in top 58.0%

CGDVStockWCEO

6.9%MSFTnot top 5

5.6%NVDAnot top 5

4.4%AVGOnot top 5

4.2%METAnot top 5

3.2%GEnot top 5

Cost, Income and Risk

Fees: CGDV, WCEO, JEPQ, JEPI

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$35

JEPI0.35%$35

WCEO0.85%$85

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

[…]

CGDV

WCEO

Hypatia Women CEO ETF · $13M[…]

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

CGDVMeasureWCEO

+12.1%Year to dateJan 1 → Nov 10+20.0%

+15.4%1 yearTotal return+24.3%

+23.3%3 years · per year$10,000 became $18,754 · $16,319+17.7%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $85 a year on $10k · lower is better0.85%

1.24%Trailing 12-mo yield$124 · $53 a year on $10k0.53%

−9.7%Worst dropSmaller is better−7.3%

13.5%VolatilityLower is calmer14.5%

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

4–3CGDV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CLX1.8%

not top 5TR1.6%

not top 5KMI1.6%

not top 5SEI1.5%

not top 5MPC1.5%

Held in common0.7%

End-of-day Nov 10, 2026 · share of each fund

CGDV vs WCEO Returns, Every Period

1Y

Capital GroupCGDV

+15.4%

past year

WCEOHypatia Capital

+24.3%

past year

CGDVWCEOFaded: behind in that period

1–2WCEO wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CGDV vs JEPQ

YTD

Capital GroupCGDV

+12.1%

JEPQJ.P. Morgan

+6.0%

+12.1%Year to date+6.0%

−9.7%Worst drop · 1Y−11.5%

13.5%Volatility · 1Y16.9%

1.2%Yield12.4%

$37.8BAssets$40.7B

3–1CGDV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: CGDV, WCEO, JEPQ, JEPI

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

JEPI7.92%$792

CGDV1.24%$124

WCEO0.53%$53

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

JEPI$792 − $35 = $757

CGDV$124 − $33 = $91

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CGDV, WCEO, JEPQ, JEPI

Today

28.8%most shared, CGDV and JEPQ

CGDVWCEOJEPQJEPI

CGDV—0.7%28.8%27.3%

WCEO0.7%—1.3%6.8%

JEPQ28.8%1.3%—27.8%

JEPI27.3%6.8%27.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+24.3%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

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCEO

+6.0%Year to date+20.0%

12.4%Yield0.5%

+8.8%Past year+24.3%

0.35%Fee0.85%

2–2level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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CGDV, WCEO, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four