Compare · 4 funds side by side · dividends reinvested

JEPI, WCEO, CGDV and VYM

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,742VYM · best of the four

02 / 04

JEPI, WCEO, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.8

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%$14M2.9

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 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Hypatia Women CEO ETF · $14M[…]

WCEO

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,742

$10,000 five years ago, dividends reinvested · they hold 7.1% in common

WCEOMeasureVYM

+20.9%Year to dateJan 1 → Nov 4+17.2%

+24.1%1 yearTotal return+21.2%

+20.4%3 years · per year$10,000 became $17,452 · $17,970+21.6%

[…]5 years · per year$10,000 became […] · $17,742+12.2%

0.85%Expense ratio$85 · $4 a year on $10k · lower is better0.04%

0.53%Trailing 12-mo yield$53 · $222 a year on $10k2.22%

−7.3%Worst dropSmaller is better−6.7%

13.8%VolatilityLower is calmer10.1%

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

2–5VYM wins

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

More Ways to See the Pairs

WCEO vs VYM: Top 5 Holdings

Today

WCEO

8.3%in top 5

VYM

in top 518.2%

WCEOStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

1.7%SEInot top 5

1.7%KMInot top 5

1.7%MPCnot top 5

1.6%INSWnot top 5

1.6%CLXnot top 5

Held in common7.1%

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

WCEO vs VYM Returns, Every Period

Hypatia CapitalWCEO

+24.1%

past year

VYMVanguard

+21.2%

past year

WCEOVYMFaded: behind in that period

2–1WCEO wins

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

Unsorted vs Income: WCEO vs JEPI

YTD

Hypatia CapitalWCEO

+20.9%

JEPIJ.P. Morgan

+8.8%

+20.9%Year to date+8.8%

−7.3%Worst drop · 1Y−6.7%

13.8%Volatility · 1Y8.1%

0.5%Yield7.8%

$13.7MAssets$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, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

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, VYM

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

VYM2.22%$222

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

VYM$222 − $4 = $218

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, VYM

Today

27.1%most shared, JEPI and CGDV

JEPIWCEOCGDVVYM

JEPI—6.8%27.1%25.3%

WCEO6.8%—0.7%7.1%

CGDV27.1%0.7%—23.1%

VYM25.3%7.1%23.1%—

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

Return vs Bumpiness: 4 ETFs

+24.1%WCEO, at 13.8% volatility

JEPIWorst drop−6.7%8.1% vol

VYMWorst drop−6.7%10.1% 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

JEPIWCEO

+8.8%Year to date+20.9%

7.8%Yield0.5%

+11.9%Past year+24.1%

0.35%Fee0.85%

2–2level

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