Compare · 3 funds side by side · dividends reinvested

DFJ, CGDV and JEPI

DFJWisdomTree×CGDVCapital Group×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,491DFJ · best of the three

Story of the three · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the three · RiskSmallest drop

DFJ, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.8B1.9

WisdomTree Japan SmallCap Dividend FundIncome · Dividend stocks0.58%2.53%+15.3%+21.0%+19.1%+10.5%−13.0%18.2%$409M2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B2.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFJ 2006 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree Japan SmallCap Dividend Fund · $409M$16,491

DFJ

CGDV

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

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

DFJ

More Ways to See the Pairs

DFJ vs CGDV: Top 5 Holdings

Today

DFJ

2.5%in top 5

CGDV

in top 524.1%

DFJStockCGDV

not top 5MSFT6.8%

not top 5NVDA5.3%

not top 5AVGO4.6%

not top 5META4.2%

not top 5GE3.3%

Cost, Income and Risk

Fees: DFJ, CGDV, JEPI

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

DFJ0.58%$58

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFJ, CGDV, JEPI

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

CGDV

+15.3%Year to dateJan 1 → Nov 11+13.5%

+21.0%1 yearTotal return+15.0%

+19.1%3 years · per year$10,000 became $16,890 · $19,001+23.9%

+10.5%5 years · per year$10,000 became $16,491 · […][…]

0.58%Expense ratio$58 · $33 a year on $10k · lower is better0.33%

2.53%Trailing 12-mo yield$253 · $123 a year on $10k1.23%

−13.0%Worst dropSmaller is better−9.7%

18.2%VolatilityLower is calmer13.5%

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

3–4CGDV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.5%4114.Tnot top 5

0.5%9076.Tnot top 5

0.5%7278.Tnot top 5

0.5%4401.Tnot top 5

0.5%1719.Tnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

DFJ vs CGDV Returns, Every Period

1Y

WisdomTreeDFJ

+21.0%

past year

CGDVCapital Group

+15.0%

past year

DFJCGDVFaded: behind in that period

2–1DFJ wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFJ vs JEPI

YTD

WisdomTreeDFJ

+15.3%

JEPIJ.P. Morgan

+8.6%

+15.3%Year to date+8.6%

−13.0%Worst drop · 1Y−6.7%

18.2%Volatility · 1Y9.0%

2.5%Yield7.8%

$409MAssets$46.6B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

DFJ2.53%$253

CGDV1.23%$123

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

DFJ$253 − $58 = $195

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFJ, CGDV, JEPI

Today

27.3%most shared, CGDV and JEPI

DFJCGDVJEPI

DFJ—0.0%0.0%

CGDV0.0%—27.3%

JEPI0.0%27.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.0%DFJ, at 18.2% volatility

JEPIWorst drop−6.7%9.0% vol

CGDVWorst drop−9.7%13.5% vol

DFJWorst drop−13.0%18.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDFJ

+8.6%Year to date+15.3%

7.8%Yield2.5%

+11.2%Past year+21.0%

0.35%Fee0.58%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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DFJ, CGDV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three