Compare · 4 funds side by side · dividends reinvested

JEPI, TIZE, DGRO and CGDV

JEPIJ.P. Morgan×TIZETCW×DGROiShares×CGDVCapital Group×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,051DGRO · best of the four

Story of the four · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the four · RiskSmallest drop

JEPI, TIZE, DGRO and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.9%+21.1%+20.9%+11.3%−6.5%10.3%$45.9B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B2.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.2B2.3

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.77%[…][…][…][…][…][…]$31M4.0

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: JEPI 2020 · TIZE 2021 · DGRO 2014 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $47.3B$14,519

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, TIZE, DGRO, CGDV

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

JEPI0.35%$35

TIZE0.40%$40

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%

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

CGDV

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

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

JEPIMeasureCGDV

+8.2%Year to dateJan 1 → Nov 13+12.3%

+9.6%1 yearTotal return+13.2%

+11.1%3 years · per year$10,000 became $13,696 · $18,844+23.5%

+7.7%5 years · per year$10,000 became $14,519 · […][…]

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

7.87%Trailing 12-mo yield$787 · $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 13, 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 13, 2026 · share of each fund

JEPI vs CGDV Returns, Every Period

1Y

J.P. MorganJEPI

+9.6%

past year

CGDVCapital Group

+13.2%

past year

JEPICGDVFaded: behind in that period

0–3CGDV wins

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

JEPI vs DGRO

YTD

J.P. MorganJEPI

+8.2%

DGROiShares

+19.9%

+8.2%Year to date+19.9%

−6.7%Worst drop · 1Y−6.5%

9.0%Volatility · 1Y10.3%

7.9%Yield1.8%

$47.3BAssets$45.9B

2–2level

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

Yields: JEPI, TIZE, DGRO, CGDV

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

DGRO1.82%$182

CGDV1.24%$124

TIZE0.77%$77

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

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

DGRO$182 − $8 = $174

CGDV$124 − $33 = $91

TIZE$77 − $40 = $37

KeptFee

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

Overlap: JEPI, TIZE, DGRO, CGDV

Today

34.1%most shared, JEPI and DGRO

JEPITIZEDGROCGDV

JEPI—[…]34.1%27.1%

TIZE[…]—[…][…]

DGRO34.1%[…]—28.0%

CGDV27.1%[…]28.0%—

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

Return vs Bumpiness: 4 ETFs

1Y

+21.1%DGRO, at 10.3% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

CGDVWorst drop−9.7%13.5% vol

TIZEWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIDGRO

+8.2%Year to date+19.9%

7.9%Yield1.8%

+9.6%Past year+21.1%

0.35%Fee0.08%

3–1DGRO 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

+19.9%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

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JEPI, TIZE, DGRO and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four