Compare · 3 funds side by side · dividends reinvested

CGDV, JEPQ and VEA

CGDVCapital Group×JEPQJ.P. Morgan×VEAVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,497VEA · best of the three

02 / 04

CGDV, JEPQ and VEA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B1.7

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.44%+12.9%+18.8%+20.5%+9.2%−11.6%18.3%$232B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.4

Rank among the three1st → 3rdFee, 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: CGDV 2022 · JEPQ 2022 · VEA 2007

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $37.8B[…]

CGDV

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 29.0% in common

CGDVMeasureJEPQ

+12.1%Year to dateJan 1 → Nov 9+6.6%

+16.1%1 yearTotal return+9.2%

+23.7%3 years · per year$10,000 became $18,934 · $16,495+18.2%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $35 a year on $10k · lower is better0.35%

1.24%Trailing 12-mo yield$124 · $1,239 a year on $10k12.39%

−9.7%Worst dropSmaller is better−11.5%

13.5%VolatilityLower is calmer16.9%

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

6–1CGDV wins

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

More Ways to See the Pairs

CGDV vs JEPQ: Top 5 Holdings

Today

CGDV

24.2%in top 5

JEPQ

in top 528.6%

CGDVStockJEPQ

not top 5AAPL7.3%

6.9%MSFT6.0%

5.9%NVDA6.7%

not top 5GOOG4.4%

not top 5AMZN4.3%

4.1%METAnot top 5

4.0%AVGOnot top 5

3.2%GEnot top 5

Held in common29.0%

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

CGDV vs JEPQ Returns, Every Period

Capital GroupCGDV

+16.1%

past year

JEPQJ.P. Morgan

+9.2%

past year

CGDVJEPQFaded: behind in that period

3–0CGDV wins

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

CGDV vs JEPQ

YTD

Capital GroupCGDV

+12.1%

JEPQJ.P. Morgan

+6.6%

+12.1%Year to date+6.6%

−9.7%Worst drop · 1Y−11.5%

13.5%Volatility · 1Y16.9%

1.2%Yield12.4%

$37.8BAssets$40.7B

3–1CGDV wins

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

Cost, Income and Risk

Fees: CGDV, JEPQ, VEA

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

CGDV0.33%$33

JEPQ0.35%$35

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

Yields: CGDV, JEPQ, VEA

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

VEA2.44%$244

CGDV1.24%$124

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

VEA$244 − $3 = $241

CGDV$124 − $33 = $91

KeptFee

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

Overlap: CGDV, JEPQ, VEA

Today

29.0%most shared, CGDV and JEPQ

CGDVJEPQVEA

CGDV—29.0%0.8%

JEPQ29.0%—0.0%

VEA0.8%0.0%—

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

Return vs Bumpiness: 3 ETFs

+18.8%VEA, at 18.3% volatility

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

VEAWorst drop−11.6%18.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVEA

+6.6%Year to date+12.9%

12.4%Yield2.4%

+9.2%Past year+18.8%

0.35%Fee0.03%

3–1VEA wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026