Compare · 3 funds side by side · dividends reinvested

JEPI, CGDV and VWO

JEPIJ.P. Morgan×CGDVCapital Group×VWOVanguard×

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

JEPI, CGDV and VWO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$39.2B1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B1.8

Vanguard FTSE Emerging Markets ETFInternational · Emerging0.06%2.16%+5.3%+4.3%+15.7%+5.2%−11.5%18.3%$125B2.4

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: JEPI 2020 · CGDV 2022 · VWO 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $47.3B$14,510

JEPI

CGDV

Capital Group Dividend Value ETF · $39.2B[…]

$10,000 five years ago, dividends reinvested · they hold 27.1% in common

JEPI

More Ways to See the Pairs

JEPI vs CGDV: Top 5 Holdings

Today

JEPI

9.7%in top 5

CGDV

in top 524.0%

JEPIStockCGDV

1.9%MSFT6.6%

not top 5NVDA5.3%

not top 5AVGO4.7%

not top 5META4.0%

not top 5ORCL

Cost, Income and Risk

Fees: JEPI, CGDV, VWO

Today

0.06%lowest, VWO

FundExpense ratioFee$10k

VWO0.06%$6

CGDV0.33%$33

JEPI0.35%$35

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

Yields: JEPI, CGDV, VWO

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%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

VWO vs IEMG

YTD

VanguardVWO

+5.3%

IEMGiShares

+11.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

CGDV

+8.3%Year to dateJan 1 → Nov 12+12.7%

+10.1%1 yearTotal return+13.9%

+11.1%3 years · per year$10,000 became $13,724 · $18,895+23.6%

+7.7%5 years · per year$10,000 became $14,510 · […][…]

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

7.86%Trailing 12-mo yield$786 · $124 a year on $10k1.24%

−6.7%Worst dropSmaller is better−9.7%

9.0%VolatilityLower is calmer13.5%

JEPICGDV 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

3.3%

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Held in common27.1%

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

JEPI vs CGDV Returns, Every Period

1Y

J.P. MorganJEPI

+10.1%

past year

CGDVCapital Group

+13.9%

past year

JEPICGDVFaded: behind in that period

0–3CGDV wins

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

Income vs International: JEPI vs VWO

YTD

J.P. MorganJEPI

+8.3%

VWOVanguard

+5.3%

+8.3%Year to date+5.3%

−6.7%Worst drop · 1Y−11.5%

9.0%Volatility · 1Y18.3%

7.9%Yield2.2%

$47.3BAssets$125B

4–0JEPI wins

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

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

VWO2.16%$216

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

VWO$216 − $6 = $210

CGDV$124 − $33 = $91

KeptFee

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

Overlap: JEPI, CGDV, VWO

Today

27.1%most shared, JEPI and CGDV

JEPICGDVVWO

JEPI—27.1%0.0%

CGDV27.1%—0.0%

VWO0.0%0.0%—

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

JEPIWorst drop−6.7%9.0% vol

CGDVWorst drop−9.7%13.5% vol

VWOWorst drop−11.5%18.3% 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

+5.3%Year to date+11.7%

2.2%Yield2.4%

$125BAssets$147B

2–0IEMG wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

Loading…

JEPI, CGDV and VWO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three