Compare · 3 funds side by side · dividends reinvested

IQDF, CGDV and JEPI

IQDFFlexShares×CGDVCapital Group×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,680IQDF · best of the three

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

Story of the three · RiskSmallest drop

IQDF, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.8B1.9

Northern Trust International Quality Dividend ETFIncome · Dividend stocks0.49%3.52%+14.1%+18.2%+22.2%+10.8%−10.0%17.0%$1.1B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B2.0

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: IQDF 2013 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Northern Trust International Quality Dividend ETF · $1.1B$16,680

IQDF

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

IQDF

More Ways to See the Pairs

IQDF vs CGDV: Top 5 Holdings

Today

IQDF

11.7%in top 5

CGDV

in top 524.1%

IQDFStockCGDV

not top 5MSFT6.8%

not top 5NVDA5.3%

not top 5AVGO4.6%

4.4%2330.TWnot top 5

not top 5META

Cost, Income and Risk

Fees: IQDF, CGDV, JEPI

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

IQDF0.49%$49

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

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

CGDV

+14.1%Year to dateJan 1 → Nov 11+13.5%

+18.2%1 yearTotal return+15.0%

+22.2%3 years · per year$10,000 became $18,241 · $19,001+23.9%

+10.8%5 years · per year$10,000 became $16,680 · […][…]

0.49%Expense ratio$49 · $33 a year on $10k · lower is better0.33%

3.52%Trailing 12-mo yield$353 · $123 a year on $10k1.23%

−10.0%Worst dropSmaller is better−9.7%

17.0%VolatilityLower is calmer13.5%

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

3–4CGDV wins

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

4.2%

not top 5GE3.3%

2.1%2454.TWnot top 5

1.9%6857.Tnot top 5

1.7%NOVO-B.Cnot top 5

1.6%005930.Knot top 5

Held in common0.8%

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

IQDF vs CGDV Returns, Every Period

1Y

FlexSharesIQDF

+18.2%

past year

CGDVCapital Group

+15.0%

past year

IQDFCGDVFaded: behind in that period

2–1IQDF wins

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

IQDF vs JEPI

YTD

FlexSharesIQDF

+14.1%

JEPIJ.P. Morgan

+8.6%

+14.1%Year to date+8.6%

−10.0%Worst drop · 1Y−6.7%

17.0%Volatility · 1Y9.0%

3.5%Yield7.8%

$1.1BAssets$46.6B

3–1JEPI wins

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

Yields: IQDF, CGDV, JEPI

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

IQDF3.52%$353

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

IQDF$353 − $49 = $304

CGDV$123 − $33 = $90

KeptFee

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

Overlap: IQDF, CGDV, JEPI

Today

27.3%most shared, CGDV and JEPI

IQDFCGDVJEPI

IQDF—0.8%0.0%

CGDV0.8%—27.3%

JEPI0.0%27.3%—

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

Return vs Bumpiness: 3 ETFs

1Y

+18.2%IQDF, at 17.0% volatility

JEPIWorst drop−6.7%9.0% vol

CGDVWorst drop−9.7%13.5% vol

IQDFWorst drop−10.0%17.0% vol

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

Paid More vs Made More

YTD

JEPIIQDF

+8.6%Year to date+14.1%

7.8%Yield3.5%

+11.2%Past year+18.2%

0.35%Fee0.49%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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IQDF, CGDV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: IQDF, CGDV, JEPI