Compare · 4 funds side by side · dividends reinvested

JEPQ, TIZE, DGRO and CGDV

JEPQJ.P. Morgan×TIZETCW×DGROiShares×CGDVCapital Group×

02 / 04

−0.1%

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

Story of the four · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, TIZE, DGRO and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.9%+21.1%+20.9%+11.3%−6.5%10.3%$46.0B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.0B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.7

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.77%[…][…][…][…][…][…]$31M4.0

Rank among the four1st → 4thFee, 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: JEPQ 2022 · TIZE 2021 · DGRO 2014 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Dividend Value ETF · $39.0B

More Ways to See the Pairs

CGDV vs TIZE: Top 5 Holdings

Today

CGDV

24.0%in top 5

TIZE

in top 5[…]

CGDVStockTIZE

6.6%MSFTnot top 5

5.3%NVDAnot top 5

4.7%AVGOnot top 5

4.0%METAnot top 5

3.3%ORCLnot top 5

Cost, Income and Risk

Fees: JEPQ, TIZE, DGRO, CGDV

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

JEPQ0.35%$35

TIZE0.40%$40

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

[…]

CGDV

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

CGDVMeasureTIZE

+12.3%Year to dateJan 1 → Nov 13[…]

+13.2%1 yearTotal return[…]

+23.5%3 years · per year$10,000 became $18,844 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $40 a year on $10k · lower is better0.40%

1.24%Trailing 12-mo yield$124 · $77 a year on $10k0.77%

−9.7%Worst dropSmaller is better[…]

13.5%VolatilityLower is calmer[…]

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

2–0CGDV wins

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

Held in common[…]

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

CGDV vs TIZE Returns, Every Period

1Y

Capital GroupCGDV

+13.2%

past year

TIZETCW

[…]

past year

Returns […]

CGDVTIZEFaded: behind in that period

0–0Level

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

CGDV vs JEPQ

YTD

Capital GroupCGDV

+12.3%

JEPQJ.P. Morgan

+6.7%

+12.3%Year to date+6.7%

−9.7%Worst drop · 1Y−11.5%

13.5%Volatility · 1Y17.0%

1.2%Yield12.4%

$39.0BAssets$42.5B

3–1CGDV wins

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

Yields: JEPQ, TIZE, DGRO, CGDV

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

DGRO1.82%$182

CGDV1.24%$124

TIZE0.77%$77

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

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

DGRO$182 − $8 = $174

CGDV$124 − $33 = $91

TIZE$77 − $40 = $37

KeptFee

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

Overlap: JEPQ, TIZE, DGRO, CGDV

Today

28.4%most shared, JEPQ and CGDV

JEPQTIZEDGROCGDV

JEPQ—[…]19.6%28.4%

TIZE[…]—[…][…]

DGRO19.6%[…]—28.0%

CGDV28.4%[…]28.0%—

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

Return vs Bumpiness: 4 ETFs

1Y

+21.1%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%17.0% vol

TIZEWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQDGRO

+6.7%Year to date+19.9%

12.4%Yield1.8%

+7.6%Past year+21.1%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$46.0BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

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JEPQ, TIZE, DGRO and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four