Compare · 4 funds side by side · dividends reinvested

CGDV, WCMI, SCHD and JEPI

CGDVCapital Group×WCMIFirst Trust×SCHDSchwab×JEPIJ.P. Morgan×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,428SCHD · best of the four

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

Story of the four · RiskSmallest drop

CGDV, WCMI, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$38.8B2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.4

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+8.0%+11.8%[…][…]−12.5%20.9%$2.1B3.7

Rank among the four1st → 4thFee, 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 · WCMI 2020 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,428

SCHD

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SCHD vs CGDV: Top 5 Holdings

Today

SCHD

21.4%in top 5

CGDV

in top 524.3%

SCHDStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.6%

4.4%PGnot top 5

not top 5AVGO4.4%

4.3%TXNnot top 5

Cost, Income and Risk

Fees: CGDV, WCMI, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

JEPI0.35%$35

WCMI0.85%$85

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 5.7% in common

SCHDMeasureCGDV

+33.8%Year to dateJan 1 → Nov 10+12.1%

+38.8%1 yearTotal return+15.4%

+19.5%3 years · per year$10,000 became $17,062 · $18,754+23.3%

+10.4%5 years · per year$10,000 became $16,428 · […][…]

0.06%Expense ratio$6 · $33 a year on $10k · lower is better0.33%

2.94%Trailing 12-mo yield$294 · $124 a year on $10k1.24%

−6.9%Worst dropSmaller is better−9.7%

11.8%VolatilityLower is calmer13.5%

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

6–1SCHD wins

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

4.3%KOnot top 5

4.3%HDnot top 5

not top 5META4.2%

4.1%AMGNnot top 5

not top 5GE3.2%

Held in common5.7%

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

SCHD vs CGDV Returns, Every Period

1Y

SchwabSCHD

+38.8%

past year

CGDVCapital Group

+15.4%

past year

SCHDCGDVFaded: behind in that period

2–1SCHD wins

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

SCHD vs JEPI

YTD

SchwabSCHD

+33.8%

JEPIJ.P. Morgan

+7.6%

+33.8%Year to date+7.6%

−6.9%Worst drop · 1Y−6.7%

11.8%Volatility · 1Y9.0%

2.9%Yield7.9%

$123BAssets$46.6B

3–1JEPI wins

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

Yields: CGDV, WCMI, SCHD, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SCHD2.94%$294

CGDV1.24%$124

WCMI0.57%$57

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

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SCHD$294 − $6 = $288

CGDV$124 − $33 = $91

WCMI$57 − $85 = −$28

KeptFee

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

Overlap: CGDV, WCMI, SCHD, JEPI

Today

27.3%most shared, CGDV and JEPI

CGDVWCMISCHDJEPI

CGDV—1.6%5.7%27.3%

WCMI1.6%—0.0%0.6%

SCHD5.7%0.0%—8.3%

JEPI27.3%0.6%8.3%—

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

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

WCMIWorst drop−12.5%20.9% vol

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

Paid More vs Made More

YTD

JEPISCHD

+7.6%Year to date+33.8%

7.9%Yield2.9%

+10.6%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

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, WCMI, SCHD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four