Compare · 4 funds side by side · dividends reinvested

FVC, SCHD, CGDV and JEPQ

FVCFirst Trust×SCHDSchwab×CGDVCapital Group×JEPQJ.P. Morgan×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the four · RiskSmallest drop

FVC, SCHD, CGDV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.2B2.4

First Trust Dorsey Wright Dynamic Focus 5 ETFUnsorted0.30%0.78%+14.6%+16.3%+12.2%+2.8%−13.3%18.9%$109M3.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B3.1

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

End-of-day Nov 13, 2026 · returns include dividends · since: FVC 2016 · SCHD 2011 · CGDV 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Dorsey Wright Dynamic Focus 5 ETF · $109M$11,483

FVC

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FVC vs SCHD: Top 5 Holdings

Today

FVC

99.9%in top 5

SCHD

in top 521.7%

FVCStockSCHD

22.6%FTXHnot top 5

21.3%FBTnot top 5

20.1%FTXNnot top 5

18.6%FXLnot top 5

17.4%QTECnot top 5

Cost, Income and Risk

Fees: FVC, SCHD, CGDV, JEPQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FVC0.30%$30

CGDV0.33%$33

JEPQ0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

FVCMeasureSCHD

+14.6%Year to dateJan 1 → Nov 13+34.9%

+16.3%1 yearTotal return+37.5%

+12.2%3 years · per year$10,000 became $14,125 · $17,374+20.2%

+2.8%5 years · per year$10,000 became $11,483 · $16,418+10.4%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

0.78%Trailing 12-mo yield$78 · $292 a year on $10k2.92%

−13.3%Worst dropSmaller is better−6.9%

18.9%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

FVC vs SCHD Returns, Every Period

5Y

First TrustFVC

+2.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FVCSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: FVC vs JEPQ

YTD

First TrustFVC

+14.6%

JEPQJ.P. Morgan

+6.7%

+14.6%Year to date+6.7%

−13.3%Worst drop · 1Y−11.5%

18.9%Volatility · 1Y17.0%

0.8%Yield12.4%

$109MAssets$42.6B

3–1JEPQ wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: FVC, SCHD, CGDV, JEPQ

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

SCHD2.92%$292

CGDV1.24%$124

FVC0.78%$78

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

SCHD$292 − $6 = $286

CGDV$124 − $33 = $91

FVC$78 − $30 = $48

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FVC, SCHD, CGDV, JEPQ

Today

28.4%most shared, CGDV and JEPQ

FVCSCHDCGDVJEPQ

FVC—0.0%0.0%0.0%

SCHD0.0%—5.7%3.8%

CGDV0.0%5.7%—28.4%

JEPQ0.0%3.8%28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%17.0% vol

FVCWorst drop−13.3%18.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.7%Year to date+34.9%

12.4%Yield2.9%

+7.6%Past year+37.5%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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FVC, SCHD, CGDV and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four