Compare · 4 funds side by side · dividends reinvested

DGRO, WCEO, JEPQ and CGDV

DGROiShares×WCEOHypatia Capital×JEPQJ.P. Morgan×CGDVCapital Group×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,835DGRO · best of the four

02 / 04

DGRO, WCEO, JEPQ and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.4

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.7%+20.1%+18.6%[…]−7.3%14.3%$13M2.7

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B3.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: DGRO 2014 · WCEO 2023 · JEPQ 2022 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

CGDV

Capital Group Dividend Value ETF · $37.9B[…]

$10,000 five years ago, dividends reinvested · they hold 28.8% in common

JEPQMeasureCGDV

+3.2%Year to dateJan 1 → Nov 6+9.6%

+4.5%1 yearTotal return+12.9%

+17.4%3 years · per year$10,000 became $16,202 · $18,840+23.5%

[…]5 years · per year[…]

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

12.79%Trailing 12-mo yield$1,279 · $127 a year on $10k1.27%

−11.5%Worst dropSmaller is better−9.7%

16.7%VolatilityLower is calmer13.4%

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

1–6CGDV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs CGDV: Top 5 Holdings

Today

JEPQ

28.9%in top 5

CGDV

in top 523.9%

JEPQStockCGDV

7.4%AAPLnot top 5

6.1%MSFT7.0%

6.6%NVDA5.7%

4.4%GOOGnot top 5

4.4%AMZNnot top 5

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

Held in common28.8%

End-of-day Nov 6, 2026 · share of each fund

JEPQ vs CGDV Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

CGDVCapital Group

+12.9%

past year

JEPQCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

JEPQ vs DGRO

YTD

J.P. MorganJEPQ

+3.2%

DGROiShares

+16.6%

+3.2%Year to date+16.6%

−11.5%Worst drop · 1Y−6.5%

16.7%Volatility · 1Y10.2%

12.8%Yield1.9%

$42.6BAssets$44.7B

3–1DGRO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DGRO, WCEO, JEPQ, CGDV

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

JEPQ0.35%$35

WCEO0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DGRO, WCEO, JEPQ, CGDV

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

DGRO1.87%$187

CGDV1.27%$127

WCEO0.55%$55

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

DGRO$187 − $8 = $179

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DGRO, WCEO, JEPQ, CGDV

Today

28.8%most shared, JEPQ and CGDV

DGROWCEOJEPQCGDV

DGRO—6.0%19.6%28.3%

WCEO6.0%—1.2%0.7%

JEPQ19.6%1.2%—28.8%

CGDV28.3%0.7%28.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

CGDVWorst drop−9.7%13.4% vol

WCEOWorst drop−7.3%14.3% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCEO

+3.2%Year to date+16.7%

12.8%Yield0.5%

+4.5%Past year+20.1%

0.35%Fee0.85%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026