Compare · 4 funds side by side · dividends reinvested

DGRO, WCEO, JEPQ and JEPI

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

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$17,571DGRO · best of the four

02 / 04

DGRO, WCEO, JEPQ 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%$45.5B1.6

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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $45.5B$17,131

DGRO

WCEO

Hypatia Women CEO ETF · $13M[…]

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

DGROMeasureWCEO

+18.8%Year to dateJan 1 → Nov 9+20.2%

+22.9%1 yearTotal return+25.4%

+20.7%3 years · per year$10,000 became $17,571 · $16,669+18.6%

+11.4%5 years · per year$10,000 became $17,131 · […][…]

0.08%Expense ratio$8 · $85 a year on $10k · lower is better0.85%

1.84%Trailing 12-mo yield$184 · $53 a year on $10k0.53%

−6.5%Worst dropSmaller is better−7.3%

10.3%VolatilityLower is calmer14.5%

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

5–2DGRO wins

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

More Ways to See the Pairs

DGRO vs WCEO: Top 5 Holdings

Today

DGRO

15.1%in top 5

WCEO

in top 58.0%

DGROStockWCEO

3.1%MSFTnot top 5

3.1%AAPLnot top 5

3.1%ABBVnot top 5

3.0%XOMnot top 5

2.9%JNJnot top 5

not top 5CLX1.7%

not top 5TR1.6%

not top 5KMI1.6%

not top 5ACI1.5%

not top 5INSW1.5%

Held in common5.9%

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

DGRO vs WCEO Returns, Every Period

iSharesDGRO

+22.9%

past year

WCEOHypatia Capital

+25.4%

past year

DGROWCEOFaded: behind in that period

1–2WCEO wins

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

DGRO vs JEPQ

YTD

iSharesDGRO

+18.8%

JEPQJ.P. Morgan

+6.6%

+18.8%Year to date+6.6%

−6.5%Worst drop · 1Y−11.5%

10.3%Volatility · 1Y16.9%

1.8%Yield12.4%

$45.5BAssets$40.7B

3–1DGRO wins

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

Cost, Income and Risk

Fees: DGRO, WCEO, JEPQ, 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: DGRO, WCEO, JEPQ, 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: DGRO, WCEO, JEPQ, JEPI

Today

34.4%most shared, DGRO and JEPI

DGROWCEOJEPQJEPI

DGRO—5.9%19.5%34.4%

WCEO5.9%—1.3%6.8%

JEPQ19.5%1.3%—27.5%

JEPI34.4%6.8%27.5%—

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%

$122BAssets$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%

$45.5BAssets$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