Compare · 4 funds side by side · dividends reinvested

JEPI, CGUI, SCHD and DGRO

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,091DGRO · best of the four

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

Story of the four · RiskSmallest drop

JEPI, CGUI, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.6%+21.4%+20.7%+11.3%−6.5%10.3%$45.9B2.1

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B2.3

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+2.9%+3.6%[…][…]−0.2%0.9%$442M2.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B2.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: JEPI 2020 · CGUI 2024 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

JEPI

More Ways to See the Pairs

JEPI vs CGUI: Top 5 Holdings

Today

JEPI

9.7%in top 5

CGUI

in top 5[…]

JEPIStockCGUI

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%MSFTnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: JEPI, CGUI, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

CGUI0.18%$18

JEPI0.35%$35

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

CGUI

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

$10,000 five years ago, dividends reinvested

JEPIMeasureCGUI

+8.3%Year to dateJan 1 → Nov 12+2.9%

+10.1%1 yearTotal return+3.6%

+11.1%3 years · per year$10,000 became $13,724 · […][…]

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

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

7.86%Trailing 12-mo yield$786 · $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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

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

JEPI vs CGUI Returns, Every Period

1Y

J.P. MorganJEPI

+10.1%

past year

CGUICapital Group

+3.6%

past year

JEPICGUIFaded: behind in that period

2–0JEPI wins

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

Income vs Bonds: JEPI vs CGUI

YTD

J.P. MorganJEPI

+8.3%

CGUICapital Group

+2.9%

+8.3%Year to date+2.9%

−6.7%Worst drop · 1Y−0.2%

9.0%Volatility · 1Y0.9%

7.9%Yield3.8%

$47.3BAssets$442M

2–2level

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

Yields: JEPI, CGUI, SCHD, DGRO

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

CGUI3.82%$382

SCHD2.93%$293

DGRO1.82%$182

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

CGUI$382 − $18 = $364

SCHD$293 − $6 = $287

DGRO$182 − $8 = $174

KeptFee

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

Overlap: JEPI, CGUI, SCHD, DGRO

Today

34.1%most shared, JEPI and DGRO

JEPICGUISCHDDGRO

JEPI—[…]8.5%34.1%

CGUI[…]—[…][…]

SCHD8.5%[…]—21.1%

DGRO34.1%[…]21.1%—

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

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

CGUIWorst drop−0.2%0.9% vol

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.3%Year to date+34.2%

7.9%Yield2.9%

+10.1%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

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JEPI, CGUI, SCHD and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four