Compare · 4 funds side by side · dividends reinvested

JEPQ, WCEO, DGRO and CGDV

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

Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$12,451DGRO · best of the four

02 / 04

JEPQ, WCEO, DGRO and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$46.1B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.6

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.9%+24.1%+20.4%[…]−7.3%13.8%$14M2.7

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B3.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: JEPQ 2022 · WCEO 2023 · DGRO 2014 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

WCEO

Hypatia Women CEO ETF · $14M[…]

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

JEPQMeasureWCEO

+8.5%Year to dateJan 1 → Nov 4+20.9%

+9.3%1 yearTotal return+24.1%

+20.3%3 years · per year$10,000 became $17,406 · $17,452+20.4%

[…]5 years · per year[…]

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

12.17%Trailing 12-mo yield$1,217 · $53 a year on $10k0.53%

−8.8%Worst dropSmaller is better−7.3%

15.5%VolatilityLower is calmer13.8%

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

2–5WCEO wins

End-of-day Nov 4, 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

27.9%in top 5

WCEO

in top 58.3%

JEPQStockWCEO

7.1%NVDAnot top 5

6.8%AAPLnot top 5

5.6%MSFTnot top 5

4.2%MUnot top 5

4.1%GOOGnot top 5

not top 5SEI1.7%

not top 5KMI1.7%

not top 5MPC1.7%

not top 5INSW1.6%

not top 5CLX1.6%

Held in common1.3%

End-of-day Nov 4, 2026 · share of each fund

JEPQ vs WCEO Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

WCEOHypatia Capital

+24.1%

past year

JEPQWCEOFaded: behind in that period

0–3WCEO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

JEPQ vs DGRO

YTD

J.P. MorganJEPQ

+8.5%

DGROiShares

+20.6%

+8.5%Year to date+20.6%

−8.8%Worst drop · 1Y−6.5%

15.5%Volatility · 1Y9.7%

12.2%Yield1.8%

$42.1BAssets$46.1B

3–1DGRO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, WCEO, DGRO, CGDV

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

JEPQ0.35%$35

WCEO0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JEPQ, WCEO, DGRO, CGDV

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

DGRO1.81%$181

CGDV1.22%$122

WCEO0.53%$53

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

DGRO$181 − $8 = $173

CGDV$122 − $33 = $89

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCEO, DGRO, CGDV

Today

28.9%most shared, JEPQ and CGDV

JEPQWCEODGROCGDV

JEPQ—1.3%19.4%28.9%

WCEO1.3%—5.9%0.7%

DGRO19.4%5.9%—28.4%

CGDV28.9%0.7%28.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+24.5%DGRO, at 9.7% volatility

DGROWorst drop−6.5%9.7% vol

CGDVWorst drop−9.7%12.6% vol

WCEOWorst drop−7.3%13.8% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCEO

+8.5%Year to date+20.9%

12.2%Yield0.5%

+9.3%Past year+24.1%

0.35%Fee0.85%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026