Compare · 3 funds side by side · dividends reinvested

CGDV, SSG and JEPI

CGDVCapital Group×SSGProShares×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,429JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

CGDV, SSG and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$38.8B1.6

ProShares UltraShort SemiconductorsLeveraged · 2x1.33%5.49%−45.8%−48.1%−70.5%−62.0%−72.2%81.3%$45M2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: CGDV 2022 · SSG 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CGDV

SSG

ProShares UltraShort Semiconductors · $45M$79

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CGDVMeasure

More Ways to See the Pairs

CGDV vs SSG: Top 5 Holdings

Today

CGDV

24.3%in top 5

SSG

in top 593.2%

CGDVStockSSG

not top 5IQMM93.2%

6.9%MSFTnot top 5

5.6%NVDAnot top 5

4.4%AVGOnot top 5

4.2%METAnot top 5

Cost, Income and Risk

Fees: CGDV, SSG, JEPI

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

SSG1.33%$133

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

Yields: CGDV, SSG, JEPI

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

SSG

+12.1%Year to dateJan 1 → Nov 10−45.8%

+15.4%1 yearTotal return−48.1%

+23.3%3 years · per year$10,000 became $18,754 · $258−70.5%

[…]5 years · per year$10,000 became […] · $79−62.0%

0.33%Expense ratio$33 · $133 a year on $10k · lower is better1.33%

1.24%Trailing 12-mo yield$124 · $549 a year on $10k5.49%

−9.7%Worst dropSmaller is better−72.2%

13.5%VolatilityLower is calmer81.3%

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

6–1CGDV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.2%GEnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

CGDV vs SSG Returns, Every Period

1Y

Capital GroupCGDV

+15.4%

past year

SSGProShares

−48.1%

past year

CGDVSSGFaded: behind in that period

3–0CGDV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CGDV vs JEPI

YTD

Capital GroupCGDV

+12.1%

JEPIJ.P. Morgan

+7.6%

+12.1%Year to date+7.6%

−9.7%Worst drop · 1Y−6.7%

13.5%Volatility · 1Y9.0%

1.2%Yield7.9%

$38.8BAssets$46.6B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SSG5.49%$549

CGDV1.24%$124

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SSG$549 − $133 = $416

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CGDV, SSG, JEPI

Today

27.3%most shared, CGDV and JEPI

CGDVSSGJEPI

CGDV—0.0%27.3%

SSG0.0%—0.0%

JEPI27.3%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.4%CGDV, at 13.5% volatility

JEPIWorst drop−6.7%9.0% vol

CGDVWorst drop−9.7%13.5% vol

SSGWorst drop−72.2%81.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICGDV

+7.6%Year to date+12.1%

7.9%Yield1.2%

+10.6%Past year+15.4%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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CGDV, SSG and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three