Compare · 3 funds side by side · dividends reinvested

CSCL, JEPQ and CGDV

CSCLDirexion×JEPQJ.P. Morgan×CGDVCapital Group×

Versus in desk

Story of the three · CostLowest cost

01 / 03

−0.1%

IWD+0.2%

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Portfolio

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

CSCL, JEPQ and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.0B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.1

Direxion Daily CSCO Bull 2X ETFSingle-Stock Leverage2.25%2.01%+26.9%+34.2%[…][…]−52.6%76.1%$9M2.2

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

End-of-day Nov 13, 2026 · returns include dividends · since: CSCL 2025 · JEPQ 2022 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

JEPQ

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

JEPQ

More Ways to See the Pairs

JEPQ vs CGDV: Top 5 Holdings

Today

JEPQ

27.3%in top 5

CGDV

in top 524.0%

JEPQStockCGDV

7.2%AAPLnot top 5

5.6%MSFT6.6%

5.9%NVDA5.3%

not top 5AVGO4.7%

4.3%GOOG

Cost, Income and Risk

Fees: CSCL, JEPQ, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$35

CSCL2.25%$225

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

CGDV

+6.7%Year to dateJan 1 → Nov 13+12.3%

+7.6%1 yearTotal return+13.2%

+17.4%3 years · per year$10,000 became $16,188 · $18,844+23.5%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $33 a year on $10k · lower is better0.33%

12.37%Trailing 12-mo yield$1,237 · $124 a year on $10k1.24%

−11.5%Worst dropSmaller is better−9.7%

17.0%VolatilityLower is calmer13.5%

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

1–6CGDV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.2%AMZNnot top 5

not top 5META4.0%

not top 5ORCL3.3%

Held in common28.4%

End-of-day Nov 13, 2026 · share of each fund

JEPQ vs CGDV Returns, Every Period

1Y

J.P. MorganJEPQ

+7.6%

past year

CGDVCapital Group

+13.2%

past year

JEPQCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Single-Stock Leverage: JEPQ vs CSCL

YTD

J.P. MorganJEPQ

+6.7%

CSCLDirexion

+26.9%

+6.7%Year to date+26.9%

−11.5%Worst drop · 1Y−52.6%

17.0%Volatility · 1Y76.1%

12.4%Yield2.0%

$42.5BAssets$8.6M

3–1JEPQ wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: CSCL, JEPQ, CGDV

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

CSCL2.01%$201

CGDV1.24%$124

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

CGDV$124 − $33 = $91

CSCL$201 − $225 = −$24

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CSCL, JEPQ, CGDV

Today

28.4%most shared, JEPQ and CGDV

CSCLJEPQCGDV

CSCL—1.1%2.5%

JEPQ1.1%—28.4%

CGDV2.5%28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+34.2%CSCL, at 76.1% volatility

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%17.0% vol

CSCLWorst drop−52.6%76.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCSCL

+6.7%Year to date+26.9%

12.4%Yield2.0%

+7.6%Past year+34.2%

0.35%Fee2.25%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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CSCL, JEPQ and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: CSCL, JEPQ, CGDV