Compare · 4 funds side by side · dividends reinvested

JEPI, CGUI, DGRO and SGOV

JEPIJ.P. Morgan×CGUICapital Group×DGROiShares×SGOViShares×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,075DGRO · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

JEPI, CGUI, DGRO and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+22.8%+20.4%+11.3%−6.5%10.3%$45.7B2.0

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.5

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+2.9%+3.7%[…][…]−0.2%0.9%$442M2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: JEPI 2020 · CGUI 2024 · DGRO 2014 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $46.6B$14,429

JEPI

More Ways to See the Pairs

JEPI vs CGUI: Top 5 Holdings

Today

JEPI

9.8%in top 5

CGUI

in top 5[…]

JEPIStockCGUI

2.0%MSFTnot top 5

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: JEPI, CGUI, DGRO, SGOV

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SGOV0.09%$9

CGUI0.18%$18

JEPI0.35%$35

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

CGUI

Capital Group Ultra Short Income ETF · $442M[…]

$10,000 five years ago, dividends reinvested

JEPIMeasureCGUI

+7.6%Year to dateJan 1 → Nov 10+2.9%

+10.6%1 yearTotal return+3.7%

+10.9%3 years · per year$10,000 became $13,634 · […][…]

+7.6%5 years · per year$10,000 became $14,429 · […][…]

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

7.92%Trailing 12-mo yield$792 · $382 a year on $10k3.82%

−6.7%Worst dropSmaller is better−0.2%

9.0%VolatilityLower is calmer0.9%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

JEPI vs CGUI Returns, Every Period

1Y

J.P. MorganJEPI

+10.6%

past year

CGUICapital Group

+3.7%

past year

JEPICGUIFaded: behind in that period

2–0JEPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPI vs CGUI

YTD

J.P. MorganJEPI

+7.6%

CGUICapital Group

+2.9%

+7.6%Year to date+2.9%

−6.7%Worst drop · 1Y−0.2%

9.0%Volatility · 1Y0.9%

7.9%Yield3.8%

$46.6BAssets$442M

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: JEPI, CGUI, DGRO, SGOV

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

CGUI3.82%$382

SGOV3.63%$363

DGRO1.83%$183

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

CGUI$382 − $18 = $364

SGOV$363 − $9 = $354

DGRO$183 − $8 = $175

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JEPI, CGUI, DGRO, SGOV

Today

34.2%most shared, JEPI and DGRO

JEPICGUIDGROSGOV

JEPI—[…]34.2%[…]

CGUI[…]—[…][…]

DGRO34.2%[…]—[…]

SGOV[…][…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+22.8%DGRO, at 10.3% volatility

SGOVWorst drop0.0%0.2% vol

CGUIWorst drop−0.2%0.9% vol

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDGRO

+7.6%Year to date+19.1%

7.9%Yield1.8%

+10.6%Past year+22.8%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.0B

1–1level

End-of-day Nov 10, 2026

Loading…

JEPI, CGUI, DGRO and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four