Compare · 3 funds side by side · dividends reinvested

JEPQ, WCEO and CGDV

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

02 / 04

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$19,001CGDV · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, WCEO and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.8B1.6

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.9%+24.4%+18.4%[…]−7.3%14.5%$14M1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: JEPQ 2022 · WCEO 2023 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Hypatia Women CEO ETF · $14M[…]

WCEO

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

WCEO

More Ways to See the Pairs

WCEO vs CGDV: Top 5 Holdings

Today

WCEO

8.1%in top 5

CGDV

in top 524.1%

WCEOStockCGDV

not top 5MSFT6.8%

not top 5NVDA5.3%

not top 5AVGO4.6%

not top 5META4.2%

not top 5GE3.3%

Cost, Income and Risk

Fees: JEPQ, WCEO, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$35

WCEO0.85%$85

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

CGDV

+20.9%Year to dateJan 1 → Nov 11+13.5%

+24.4%1 yearTotal return+15.0%

+18.4%3 years · per year$10,000 became $16,578 · $19,001+23.9%

[…]5 years · per year[…]

0.85%Expense ratio$85 · $33 a year on $10k · lower is better0.33%

0.53%Trailing 12-mo yield$53 · $123 a year on $10k1.23%

−7.3%Worst dropSmaller is better−9.7%

14.5%VolatilityLower is calmer13.5%

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

3–4CGDV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.8%CLXnot top 5

1.6%KMInot top 5

1.6%TRnot top 5

1.6%ACInot top 5

1.5%SEInot top 5

Held in common0.7%

End-of-day Nov 11, 2026 · share of each fund

WCEO vs CGDV Returns, Every Period

1Y

Hypatia CapitalWCEO

+24.4%

past year

CGDVCapital Group

+15.0%

past year

WCEOCGDVFaded: behind in that period

2–1WCEO wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: WCEO vs JEPQ

YTD

Hypatia CapitalWCEO

+20.9%

JEPQJ.P. Morgan

+8.1%

+20.9%Year to date+8.1%

−7.3%Worst drop · 1Y−11.5%

14.5%Volatility · 1Y16.9%

0.5%Yield12.2%

$13.9MAssets$42.0B

3–1WCEO wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: JEPQ, WCEO, CGDV

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

CGDV1.23%$123

WCEO0.53%$53

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

CGDV$123 − $33 = $90

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCEO, CGDV

Today

28.5%most shared, JEPQ and CGDV

JEPQWCEOCGDV

JEPQ—1.4%28.5%

WCEO1.4%—0.7%

CGDV28.5%0.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.4%WCEO, at 14.5% volatility

CGDVWorst drop−9.7%13.5% vol

WCEOWorst drop−7.3%14.5% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCEO

+8.1%Year to date+20.9%

12.2%Yield0.5%

+9.0%Past year+24.4%

0.35%Fee0.85%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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JEPQ, WCEO and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: JEPQ, WCEO, CGDV