Compare · 3 funds side by side · dividends reinvested

DGRO, CGDV and JEPI

DGROiShares×CGDVCapital Group×JEPIJ.P. Morgan×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,095DGRO · best of the three

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

Story of the three · RiskSmallest drop

DGRO, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.8%+22.9%+20.7%+11.3%−6.5%10.3%$45.9B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.7B2.3

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: DGRO 2014 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core Dividend Growth ETF · $45.9B$17,095

DGRO

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 28.1% in common

DGRO

More Ways to See the Pairs

DGRO vs CGDV: Top 5 Holdings

Today

DGRO

14.9%in top 5

CGDV

in top 524.1%

DGROStockCGDV

3.1%MSFT6.8%

not top 5NVDA5.3%

not top 5AVGO4.6%

not top 5META4.2%

not top 5GE

Cost, Income and Risk

Fees: DGRO, CGDV, JEPI

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

JEPI0.35%$35

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

Measure

CGDV

+19.8%Year to dateJan 1 → Nov 11+13.5%

+22.9%1 yearTotal return+15.0%

+20.7%3 years · per year$10,000 became $17,579 · $19,001+23.9%

+11.3%5 years · per year$10,000 became $17,095 · […][…]

0.08%Expense ratio$8 · $33 a year on $10k · lower is better0.33%

1.82%Trailing 12-mo yield$182 · $123 a year on $10k1.23%

−6.5%Worst dropSmaller is better−9.7%

10.3%VolatilityLower is calmer13.5%

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

6–1DGRO wins

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

3.3%

3.1%AAPLnot top 5

3.0%ABBVnot top 5

2.9%XOMnot top 5

2.8%JNJnot top 5

Held in common28.1%

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

DGRO vs CGDV Returns, Every Period

1Y

iSharesDGRO

+22.9%

past year

CGDVCapital Group

+15.0%

past year

DGROCGDVFaded: behind in that period

2–1DGRO wins

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

DGRO vs JEPI

YTD

iSharesDGRO

+19.8%

JEPIJ.P. Morgan

+8.6%

+19.8%Year to date+8.6%

−6.5%Worst drop · 1Y−6.7%

10.3%Volatility · 1Y9.0%

1.8%Yield7.8%

$45.9BAssets$46.8B

2–2level

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

Yields: DGRO, CGDV, JEPI

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

DGRO1.82%$182

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

DGRO$182 − $8 = $174

CGDV$123 − $33 = $90

KeptFee

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

Overlap: DGRO, CGDV, JEPI

Today

34.2%most shared, DGRO and JEPI

DGROCGDVJEPI

DGRO—28.1%34.2%

CGDV28.1%—27.3%

JEPI34.2%27.3%—

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

Return vs Bumpiness: 3 ETFs

1Y

+22.9%DGRO, at 10.3% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

CGDVWorst drop−9.7%13.5% vol

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

Paid More vs Made More

YTD

JEPIDGRO

+8.6%Year to date+19.8%

7.8%Yield1.8%

+11.2%Past year+22.9%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

Loading…

DGRO, CGDV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: DGRO, CGDV, JEPI