Compare · 4 funds side by side · dividends reinvested

DFEB, SCHD, CGDV and JEPI

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

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,429SCHD · best of the four

Story of the four · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the four · RiskSmallest drop

DFEB, SCHD, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$38.7B2.6

FT Vest U.S. Equity Deep Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+8.6%+10.2%+13.5%+8.2%−4.1%5.8%$455M2.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B2.9

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFEB 2020 · SCHD 2011 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Vest U.S. Equity Deep Buffer ETF - February · $455M$14,803

DFEB

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DFEB vs CGDV: Top 5 Holdings

Today

DFEB

[…]in top 5

CGDV

in top 524.0%

DFEBStockCGDV

not top 5MSFT6.6%

not top 5NVDA5.3%

not top 5AVGO4.7%

not top 5META4.0%

not top 5ORCL3.3%

Cost, Income and Risk

Fees: DFEB, SCHD, CGDV, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

JEPI0.35%$35

DFEB0.85%$85

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

CGDV

Capital Group Dividend Value ETF · $38.7B[…]

$10,000 five years ago, dividends reinvested

DFEBMeasureCGDV

+8.6%Year to dateJan 1 → Nov 12+12.7%

+10.2%1 yearTotal return+13.9%

+13.5%3 years · per year$10,000 became $14,611 · $18,895+23.6%

+8.2%5 years · per year$10,000 became $14,803 · […][…]

0.85%Expense ratio$85 · $33 a year on $10k · lower is better0.33%

0.00%Trailing 12-mo yield$0 · $124 a year on $10k1.24%

−4.1%Worst dropSmaller is better−9.7%

5.8%VolatilityLower is calmer13.5%

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

2–5CGDV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

DFEB vs CGDV Returns, Every Period

1Y

First TrustDFEB

+10.2%

past year

CGDVCapital Group

+13.9%

past year

DFEBCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: DFEB vs JEPI

YTD

First TrustDFEB

+8.6%

JEPIJ.P. Morgan

+8.3%

+8.6%Year to date+8.3%

−4.1%Worst drop · 1Y−6.7%

5.8%Volatility · 1Y9.0%

0.0%Yield7.9%

$455MAssets$46.8B

3–1DFEB wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: DFEB, SCHD, CGDV, JEPI

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

SCHD2.93%$293

CGDV1.24%$124

DFEB0.00%$0

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

SCHD$293 − $6 = $287

CGDV$124 − $33 = $91

DFEB$0 − $85 = −$85

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFEB, SCHD, CGDV, JEPI

Today

27.3%most shared, CGDV and JEPI

DFEBSCHDCGDVJEPI

DFEB—[…][…][…]

SCHD[…]—5.7%8.5%

CGDV[…]5.7%—27.3%

JEPI[…]8.5%27.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

DFEBWorst drop−4.1%5.8% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.3%Year to date+34.2%

7.9%Yield2.9%

+10.1%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFEB, SCHD, CGDV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four