Compare · 3 funds side by side · dividends reinvested

FPFD, CGDV and JEPI

FPFDFidelity×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$14,510JEPI · best of the three

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

Story of the three · RiskSmallest drop

FPFD, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$38.7B1.9

Fidelity Preferred Securities & Income ETFIncome · Dividend stocks0.59%5.79%−2.3%−2.4%+6.2%+0.7%−4.8%3.4%$73M2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: FPFD 2021 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Preferred Securities & Income ETF · $73M$10,367

FPFD

CGDV

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

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

FPFD

More Ways to See the Pairs

FPFD vs CGDV: Top 5 Holdings

Today

FPFD

5.8%in top 5

CGDV

in top 524.0%

FPFDStockCGDV

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: FPFD, CGDV, JEPI

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

FPFD0.59%$59

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

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

CGDV

−2.3%Year to dateJan 1 → Nov 12+12.7%

−2.4%1 yearTotal return+13.9%

+6.2%3 years · per year$10,000 became $11,984 · $18,895+23.6%

+0.7%5 years · per year$10,000 became $10,367 · […][…]

0.59%Expense ratio$59 · $33 a year on $10k · lower is better0.33%

5.79%Trailing 12-mo yield$579 · $124 a year on $10k1.24%

−4.8%Worst dropSmaller is better−9.7%

3.4%VolatilityLower is calmer13.5%

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

3–4CGDV wins

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

1.5%STRFnot top 5

1.4%SOJEnot top 5

1.3%MS-PPnot top 5

0.9%MS-PKnot top 5

0.8%BAC-PMnot top 5

Held in common0.0%

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

FPFD vs CGDV Returns, Every Period

1Y

FidelityFPFD

−2.4%

past year

CGDVCapital Group

+13.9%

past year

FPFDCGDVFaded: behind in that period

0–3CGDV wins

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

FPFD vs JEPI

YTD

FidelityFPFD

−2.3%

JEPIJ.P. Morgan

+8.3%

−2.3%Year to date+8.3%

−4.8%Worst drop · 1Y−6.7%

3.4%Volatility · 1Y9.0%

5.8%Yield7.9%

$73.3MAssets$46.8B

2–2level

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

Yields: FPFD, CGDV, JEPI

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

FPFD5.79%$579

CGDV1.24%$124

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

FPFD$579 − $59 = $520

CGDV$124 − $33 = $91

KeptFee

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

Overlap: FPFD, CGDV, JEPI

Today

27.1%most shared, CGDV and JEPI

FPFDCGDVJEPI

FPFD—0.0%0.0%

CGDV0.0%—27.1%

JEPI0.0%27.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.9%CGDV, at 13.5% volatility

FPFDWorst drop−4.8%3.4% vol

JEPIWorst drop−6.7%9.0% 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

JEPICGDV

+8.3%Year to date+12.7%

7.9%Yield1.2%

+10.1%Past year+13.9%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

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

Loading…

FPFD, CGDV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: FPFD, CGDV, JEPI