Compare · 4 funds side by side · dividends reinvested

DGRO, TIZE, JEPI and CGDV

DGROiShares×TIZETCW×JEPIJ.P. Morgan×CGDVCapital Group×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941DGRO · best of the four

02 / 04

DGRO, TIZE, JEPI and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B2.3

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M4.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: DGRO 2014 · TIZE 2021 · JEPI 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $46.1B$16,941

DGRO

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

DGROMeasureTIZE

+17.2%Year to dateJan 1 → Nov 5[…]

+21.2%1 yearTotal return[…]

+21.1%3 years · per year$10,000 became $17,770 · […][…]

+11.1%5 years · per year$10,000 became $16,941 · […][…]

0.08%Expense ratio$8 · $40 a year on $10k · lower is better0.40%

1.86%Trailing 12-mo yield$186 · $76 a year on $10k0.76%

−6.5%Worst dropSmaller is better[…]

10.2%VolatilityLower is calmer[…]

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

2–0DGRO wins

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

More Ways to See the Pairs

DGRO vs TIZE: Top 5 Holdings

Today

DGRO

14.9%in top 5

TIZE

in top 5[…]

DGROStockTIZE

3.2%MSFTnot top 5

3.0%AAPLnot top 5

3.0%ABBVnot top 5

3.0%XOMnot top 5

2.8%JNJnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DGRO vs TIZE Returns, Every Period

iSharesDGRO

+21.2%

past year

TIZETCW

[…]

past year

Returns […]

DGROTIZEFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DGRO vs JEPI

YTD

iSharesDGRO

+17.2%

JEPIJ.P. Morgan

+5.2%

+17.2%Year to date+5.2%

−6.5%Worst drop · 1Y−6.7%

10.2%Volatility · 1Y8.8%

1.9%Yield8.1%

$46.1BAssets$46.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DGRO, TIZE, JEPI, CGDV

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

JEPI0.35%$35

TIZE0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DGRO, TIZE, JEPI, CGDV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

DGRO1.86%$186

CGDV1.27%$127

TIZE0.76%$76

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DGRO$186 − $8 = $178

CGDV$127 − $33 = $94

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DGRO, TIZE, JEPI, CGDV

Today

34.2%most shared, DGRO and JEPI

DGROTIZEJEPICGDV

DGRO—[…]34.2%28.5%

TIZE[…]—[…][…]

JEPI34.2%[…]—27.2%

CGDV28.5%[…]27.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+21.2%DGRO, at 10.2% volatility

JEPIWorst drop−6.7%8.8% vol

DGROWorst drop−6.5%10.2% vol

CGDVWorst drop−9.7%13.4% vol

TIZEWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDGRO

+5.2%Year to date+17.2%

8.1%Yield1.9%

+8.3%Past year+21.2%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026