Compare · 4 funds side by side · dividends reinvested

CGDV, TIZE, VYM and JEPI

CGDVCapital Group×TIZETCW×VYMVanguard×JEPIJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941VYM · best of the four

02 / 04

CGDV, TIZE, VYM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.3

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$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 6, 2026 · returns include dividends · since: CGDV 2022 · TIZE 2021 · VYM 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $39.5B[…]

CGDV

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

CGDVMeasureTIZE

+9.6%Year to dateJan 1 → Nov 6[…]

+12.9%1 yearTotal return[…]

+23.5%3 years · per year$10,000 became $18,840 · […][…]

[…]5 years · per year[…]

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

1.27%Trailing 12-mo yield$127 · $76 a year on $10k0.76%

−9.7%Worst dropSmaller is better[…]

13.4%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 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs TIZE: Top 5 Holdings

Today

CGDV

23.9%in top 5

TIZE

in top 5[…]

CGDVStockTIZE

7.0%MSFTnot top 5

5.7%NVDAnot top 5

4.0%AVGOnot top 5

3.9%METAnot top 5

3.2%RTXnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

CGDV vs TIZE Returns, Every Period

Capital GroupCGDV

+12.9%

past year

TIZETCW

[…]

past year

Returns […]

CGDVTIZEFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CGDV vs JEPI

YTD

Capital GroupCGDV

+9.6%

JEPIJ.P. Morgan

+5.3%

+9.6%Year to date+5.3%

−9.7%Worst drop · 1Y−6.7%

13.4%Volatility · 1Y8.8%

1.3%Yield8.1%

$39.5BAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, TIZE, VYM, JEPI

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

JEPI0.35%$35

TIZE0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CGDV, TIZE, VYM, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VYM2.31%$231

CGDV1.27%$127

TIZE0.76%$76

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CGDV, TIZE, VYM, JEPI

Today

27.1%most shared, CGDV and JEPI

CGDVTIZEVYMJEPI

CGDV—[…]22.8%27.1%

TIZE[…]—[…][…]

VYM22.8%[…]—25.3%

JEPI27.1%[…]25.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+16.5%VYM, at 10.6% volatility

JEPIWorst drop−6.7%8.8% vol

VYMWorst drop−6.7%10.6% vol

CGDVWorst drop−9.7%13.4% vol

TIZEWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVYM

+5.3%Year to date+12.8%

8.1%Yield2.3%

+8.2%Past year+16.5%

0.35%Fee0.04%

3–1VYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026