Compare · 2 funds side by side · dividends reinvested

CDC and JEPQ

CDCVictoryShares×JEPQJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,859CDC · best of the two

02 / 04

CDC and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.06%+21.5%+24.6%+15.9%+6.7%−7.8%11.2%$738M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.6

Rank among the two1st → 2ndFee, 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: CDC 2014 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $738M$13,859

CDC

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

CDCMeasureJEPQ

+21.5%Year to dateJan 1 → Nov 9+6.6%

+24.6%1 yearTotal return+9.2%

+15.9%3 years · per year$10,000 became $15,575 · $16,495+18.2%

+6.7%5 years · per year$10,000 became $13,859 · […][…]

0.37%Expense ratio$37 · $35 a year on $10k · lower is better0.35%

3.06%Trailing 12-mo yield$306 · $1,239 a year on $10k12.39%

−7.8%Worst dropSmaller is better−11.5%

11.2%VolatilityLower is calmer16.9%

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

4–3CDC wins

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

More Ways to See the Pairs

CDC vs JEPQ: Top 5 Holdings

Today

CDC

8.4%in top 5

JEPQ

in top 528.6%

CDCStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

1.7%WECnot top 5

1.7%EVRGnot top 5

1.7%DUKnot top 5

1.7%EDnot top 5

1.6%LNTnot top 5

Held in common3.4%

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

CDC vs JEPQ Returns, Every Period

VictorySharesCDC

+24.6%

past year

JEPQJ.P. Morgan

+9.2%

past year

CDCJEPQFaded: behind in that period

2–1CDC wins

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

CDC vs JEPQ

YTD

VictorySharesCDC

+21.5%

JEPQJ.P. Morgan

+6.6%

+21.5%Year to date+6.6%

−7.8%Worst drop · 1Y−11.5%

11.2%Volatility · 1Y16.9%

3.1%Yield12.4%

$738MAssets$40.7B

3–1CDC wins

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

Cost, Income and Risk

Fees: CDC, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

CDC0.37%$37

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CDC, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

CDC3.06%$306

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

CDC$306 − $37 = $269

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CDC, JEPQ

Today

3.4%most shared, CDC and JEPQ

CDCJEPQ

CDC—3.4%

JEPQ3.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.6%CDC, at 11.2% volatility

CDCWorst drop−7.8%11.2% 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

JEPQCDC

+6.6%Year to date+21.5%

12.4%Yield3.1%

+9.2%Past year+24.6%

0.35%Fee0.37%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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