Compare · 4 funds side by side · dividends reinvested

CGDV, WCMI, JEPQ and VWO

CGDVCapital Group×WCMIFirst Trust×JEPQJ.P. Morgan×VWOVanguard×

02 / 04

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Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$18,895CGDV · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

CGDV, WCMI, JEPQ and VWO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$39.2B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B2.1

Vanguard FTSE Emerging Markets ETFInternational · Emerging0.06%2.16%+5.3%+4.3%+15.7%+5.2%−11.5%18.3%$125B2.6

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+7.4%+9.4%[…][…]−12.5%21.0%$2.1B3.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: CGDV 2022 · WCMI 2020 · JEPQ 2022 · VWO 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Dividend Value ETF · $39.2B[…]

More Ways to See the Pairs

CGDV vs WCMI: Top 5 Holdings

Today

CGDV

24.0%in top 5

WCMI

in top 522.3%

CGDVStockWCMI

not top 52330.TW7.1%

6.6%MSFTnot top 5

5.3%NVDAnot top 5

4.7%AVGOnot top 5

not top 5CSU.TO

Cost, Income and Risk

Fees: CGDV, WCMI, JEPQ, VWO

Today

0.06%lowest, VWO

FundExpense ratioFee$10k

VWO0.06%$6

CGDV0.33%$33

JEPQ0.35%$35

WCMI0.85%$85

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

VWO vs IEMG

YTD

VanguardVWO

+5.3%

IEMGiShares

+11.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

CGDV

WCMI

First Trust WCM International Equity ETF · $2.1B[…]

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

CGDVMeasureWCMI

+12.7%Year to dateJan 1 → Nov 12+7.4%

+13.9%1 yearTotal return+9.4%

+23.6%3 years · per year$10,000 became $18,895 · […][…]

[…]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 · $57 a year on $10k0.57%

−9.7%Worst dropSmaller is better−12.5%

13.5%VolatilityLower is calmer21.0%

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

6–0CGDV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%

4.0%METAnot top 5

not top 5BAB.L3.7%

not top 5NBIS3.7%

not top 5SONY3.4%

3.3%ORCLnot top 5

Held in common1.6%

End-of-day Nov 12, 2026 · share of each fund

CGDV vs WCMI Returns, Every Period

1Y

Capital GroupCGDV

+13.9%

past year

WCMIFirst Trust

+9.4%

past year

CGDVWCMIFaded: behind in that period

2–0CGDV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

CGDV vs JEPQ

YTD

Capital GroupCGDV

+12.7%

JEPQJ.P. Morgan

+7.8%

+12.7%Year to date+7.8%

−9.7%Worst drop · 1Y−11.5%

13.5%Volatility · 1Y16.9%

1.2%Yield12.2%

$39.2BAssets$42.6B

3–1CGDV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: CGDV, WCMI, JEPQ, VWO

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

VWO2.16%$216

CGDV1.24%$124

WCMI0.57%$57

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

VWO$216 − $6 = $210

CGDV$124 − $33 = $91

WCMI$57 − $85 = −$28

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CGDV, WCMI, JEPQ, VWO

Today

28.4%most shared, CGDV and JEPQ

CGDVWCMIJEPQVWO

CGDV—1.6%28.4%0.0%

WCMI1.6%—0.2%7.4%

JEPQ28.4%0.2%—0.1%

VWO0.0%7.4%0.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+13.9%CGDV, at 13.5% volatility

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

VWOWorst drop−11.5%18.3% vol

WCMIWorst drop−12.5%21.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCGDV

+7.8%Year to date+12.7%

12.2%Yield1.2%

+8.8%Past year+13.9%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 12, 2026

+5.3%Year to date+11.7%

2.2%Yield2.4%

$125BAssets$147B

2–0IEMG wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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CGDV, WCMI, JEPQ and VWO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four