Compare · 4 funds side by side · dividends reinvested

CGDV, WCME, VIG and JEPQ

CGDVCapital Group×WCMEFirst Trust×VIGVanguard×JEPQJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

CGDV, WCME, VIG and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.4%+16.3%+23.8%[…]−9.7%13.6%$37.8B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.7

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.38%+1.9%+0.3%[…][…]−17.3%25.7%$35M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CGDV 2022 · WCME 2020 · VIG 2006 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust WCM Developing World Equity ETF · $35M[…]

WCME

CGDV

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

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

WCMEMeasureCGDV

+1.9%Year to dateJan 1 → Nov 9+12.4%

+0.3%1 yearTotal return+16.3%

[…]3 years · per year$10,000 became […] · $18,977+23.8%

[…]5 years · per year[…]

0.95%Expense ratio$95 · $33 a year on $10k · lower is better0.33%

0.38%Trailing 12-mo yield$38 · $124 a year on $10k1.24%

−17.3%Worst dropSmaller is better−9.7%

25.7%VolatilityLower is calmer13.6%

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

0–6CGDV wins

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

More Ways to See the Pairs

WCME vs CGDV: Top 5 Holdings

Today

WCME

29.6%in top 5

CGDV

in top 523.9%

WCMEStockCGDV

12.9%2330.TWnot top 5

not top 5MSFT7.0%

not top 5NVDA5.7%

5.3%TEVAnot top 5

4.3%2269.HKnot top 5

not top 5AVGO4.0%

not top 5META3.9%

3.6%000660.Knot top 5

3.5%005930.Knot top 5

not top 5RTX3.2%

Held in common0.0%

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

WCME vs CGDV Returns, Every Period

First TrustWCME

+0.3%

past year

CGDVCapital Group

+16.3%

past year

WCMECGDVFaded: behind in that period

0–2CGDV wins

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

International vs Income: WCME vs JEPQ

YTD

First TrustWCME

+1.9%

JEPQJ.P. Morgan

+6.6%

+1.9%Year to date+6.6%

−17.3%Worst drop · 1Y−11.5%

25.7%Volatility · 1Y16.9%

0.4%Yield12.4%

$35.1MAssets$40.7B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: CGDV, WCME, VIG, JEPQ

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPQ0.35%$35

WCME0.95%$95

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

Yields: CGDV, WCME, VIG, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

VIG1.46%$146

CGDV1.24%$124

WCME0.38%$38

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

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

WCME$38 − $95 = −$57

KeptFee

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

Overlap: CGDV, WCME, VIG, JEPQ

Today

29.4%most shared, CGDV and VIG

CGDVWCMEVIGJEPQ

CGDV—0.0%29.4%28.8%

WCME0.0%—0.0%0.1%

VIG29.4%0.0%—26.2%

JEPQ28.8%0.1%26.2%—

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

Return vs Bumpiness: 4 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

CGDVWorst drop−9.7%13.6% vol

JEPQWorst drop−11.5%16.9% vol

WCMEWorst drop−17.3%25.7% vol

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

Paid More vs Made More

YTD

JEPQVIG

+6.6%Year to date+14.8%

12.4%Yield1.5%

+9.2%Past year+17.6%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026