Compare · 3 funds side by side · dividends reinvested

JEPI, WCEO and CGDV

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

02 / 04

−0.1%

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,844CGDV · best of the three

Story of the three · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the three · RiskSmallest drop

JEPI, WCEO and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.0B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B1.9

Hypatia Women CEO ETFUnsorted0.85%0.54%+19.6%+22.3%+18.2%[…]−7.3%14.5%$14M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: JEPI 2020 · WCEO 2023 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $47.1B$14,519

JEPI

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 27.1% in common

More Ways to See the Pairs

JEPI vs CGDV: Top 5 Holdings

Today

JEPI

9.7%in top 5

CGDV

in top 524.0%

JEPIStockCGDV

1.9%MSFT6.6%

not top 5NVDA5.3%

not top 5AVGO4.7%

not top 5META4.0%

not top 5ORCL

Cost, Income and Risk

Fees: JEPI, WCEO, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

WCEO0.85%$85

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

JEPI

Measure

CGDV

+8.2%Year to dateJan 1 → Nov 13+12.3%

+9.6%1 yearTotal return+13.2%

+11.1%3 years · per year$10,000 became $13,696 · $18,844+23.5%

+7.7%5 years · per year$10,000 became $14,519 · […][…]

0.35%Expense ratio$35 · $33 a year on $10k · lower is better0.33%

7.87%Trailing 12-mo yield$787 · $124 a year on $10k1.24%

−6.7%Worst dropSmaller is better−9.7%

9.0%VolatilityLower is calmer13.5%

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

3–4CGDV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.3%

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Held in common27.1%

End-of-day Nov 13, 2026 · share of each fund

JEPI vs CGDV Returns, Every Period

1Y

J.P. MorganJEPI

+9.6%

past year

CGDVCapital Group

+13.2%

past year

JEPICGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

JEPI vs CGDV

YTD

J.P. MorganJEPI

+8.2%

CGDVCapital Group

+12.3%

+8.2%Year to date+12.3%

−6.7%Worst drop · 1Y−9.7%

9.0%Volatility · 1Y13.5%

7.9%Yield1.2%

$47.1BAssets$39.0B

3–1JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: JEPI, WCEO, CGDV

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

CGDV1.24%$124

WCEO0.54%$54

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

CGDV$124 − $33 = $91

WCEO$54 − $85 = −$31

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCEO, CGDV

Today

27.1%most shared, JEPI and CGDV

JEPIWCEOCGDV

JEPI—6.8%27.1%

WCEO6.8%—0.7%

CGDV27.1%0.7%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.3%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

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWCEO

+8.2%Year to date+19.6%

7.9%Yield0.5%

+9.6%Past year+22.3%

0.35%Fee0.85%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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JEPI, WCEO and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: JEPI, WCEO, CGDV