Compare · 4 funds side by side · dividends reinvested

JEPI, WCEO, CGDV and SCHD

JEPIJ.P. Morgan×WCEOHypatia Capital×CGDVCapital Group×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,881SCHD · best of the four

02 / 04

JEPI, WCEO, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.7

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.9%+24.1%+20.4%[…]−7.3%13.8%$14M3.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: JEPI 2020 · WCEO 2023 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $39.0B[…]

CGDV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 5.7% in common

CGDVMeasureSCHD

+14.6%Year to dateJan 1 → Nov 4+35.3%

+17.5%1 yearTotal return+41.6%

+26.1%3 years · per year$10,000 became $20,044 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.33%Expense ratio$33 · $6 a year on $10k · lower is better0.06%

1.22%Trailing 12-mo yield$122 · $291 a year on $10k2.91%

−9.7%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer11.5%

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

1–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs SCHD: Top 5 Holdings

Today

CGDV

24.6%in top 5

SCHD

in top 521.6%

CGDVStockSCHD

6.6%MSFTnot top 5

6.3%NVDAnot top 5

not top 5TXN4.8%

4.4%AVGOnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.8%METAnot top 5

3.3%RTXnot top 5

Held in common5.7%

End-of-day Nov 4, 2026 · share of each fund

CGDV vs SCHD Returns, Every Period

Capital GroupCGDV

+17.5%

past year

SCHDSchwab

+41.6%

past year

CGDVSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CGDV vs JEPI

YTD

Capital GroupCGDV

+14.6%

JEPIJ.P. Morgan

+8.8%

+14.6%Year to date+8.8%

−9.7%Worst drop · 1Y−6.7%

12.6%Volatility · 1Y8.1%

1.2%Yield7.8%

$39.0BAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, WCEO, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

JEPI0.35%$35

WCEO0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JEPI, WCEO, CGDV, SCHD

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SCHD2.91%$291

CGDV1.22%$122

WCEO0.53%$53

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCEO, CGDV, SCHD

Today

27.1%most shared, JEPI and CGDV

JEPIWCEOCGDVSCHD

JEPI—6.8%27.1%8.2%

WCEO6.8%—0.7%2.7%

CGDV27.1%0.7%—5.7%

SCHD8.2%2.7%5.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

JEPIWorst drop−6.7%8.1% vol

SCHDWorst drop−6.9%11.5% vol

CGDVWorst drop−9.7%12.6% vol

WCEOWorst drop−7.3%13.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.8%Year to date+35.3%

7.8%Yield2.9%

+11.9%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026