Compare · 3 funds side by side · dividends reinvested

CGDV, VEA and JEPI

CGDVCapital Group×VEAVanguard×JEPIJ.P. Morgan×

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

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

Story of the three · RiskSmallest drop

CGDV, VEA and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$37.8B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.1

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 · VEA 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CGDV

VEA

Vanguard FTSE Developed Markets ETF · $232B$15,497

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

CGDV

More Ways to See the Pairs

CGDV vs VEA: Top 5 Holdings

Today

CGDV

24.3%in top 5

VEA

in top 59.2%

CGDVStockVEA

6.9%MSFTnot top 5

5.6%NVDAnot top 5

4.4%AVGOnot top 5

4.2%METAnot top 5

3.2%GEnot top 5

Cost, Income and Risk

Fees: CGDV, VEA, JEPI

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

CGDV0.33%$33

JEPI0.35%$35

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

Yields: CGDV, VEA, 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+10.4%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

VEA

+12.1%Year to dateJan 1 → Nov 10+12.9%

+15.4%1 yearTotal return+18.8%

+23.3%3 years · per year$10,000 became $18,754 · $17,516+20.5%

[…]5 years · per year$10,000 became […] · $15,497+9.2%

0.33%Expense ratio$33 · $3 a year on $10k · lower is better0.03%

1.24%Trailing 12-mo yield$124 · $244 a year on $10k2.44%

−9.7%Worst dropSmaller is better−11.6%

13.5%VolatilityLower is calmer18.3%

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

3–4VEA wins

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

not top 5005930.K2.8%

not top 5000660.K2.3%

not top 5ASML.AS2.1%

not top 5HSBA.L1.0%

not top 5ROP.SW0.9%

Held in common0.8%

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

CGDV vs VEA Returns, Every Period

1Y

Capital GroupCGDV

+15.4%

past year

VEAVanguard

+18.8%

past year

CGDVVEAFaded: behind in that period

1–2VEA 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%

$37.8BAssets$45.2B

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

VEA2.44%$244

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

VEA$244 − $3 = $241

CGDV$124 − $33 = $91

KeptFee

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

Overlap: CGDV, VEA, JEPI

Today

27.3%most shared, CGDV and JEPI

CGDVVEAJEPI

CGDV—0.8%27.3%

VEA0.8%—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

+18.8%VEA, at 18.3% volatility

JEPIWorst drop−6.7%9.0% vol

CGDVWorst drop−9.7%13.5% vol

VEAWorst drop−11.6%18.3% vol

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

Paid More vs Made More

YTD

JEPIVEA

+7.6%Year to date+12.9%

7.9%Yield2.4%

+10.6%Past year+18.8%

0.35%Fee0.03%

3–1VEA wins

End-of-day Nov 10, 2026

+12.9%Year to date+10.4%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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CGDV, VEA and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three