Compare · 3 funds side by side · dividends reinvested

JEPI, WCEO and DGRO

JEPIJ.P. Morgan×WCEOHypatia Capital×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

JEPI, WCEO and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.1

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.7%+20.1%+18.6%[…]−7.3%14.3%$13M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: JEPI 2020 · WCEO 2023 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,118

JEPI

DGRO

iShares Core Dividend Growth ETF · $44.7B$16,835

$10,000 five years ago, dividends reinvested · they hold 34.3% in common

JEPIMeasureDGRO

+5.3%Year to dateJan 1 → Nov 6+16.6%

+8.2%1 yearTotal return+20.3%

+10.7%3 years · per year$10,000 became $13,562 · $17,593+20.7%

+7.1%5 years · per year$10,000 became $14,118 · $16,835+11.0%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

8.09%Trailing 12-mo yield$809 · $187 a year on $10k1.87%

−6.7%Worst dropSmaller is better−6.5%

8.8%VolatilityLower is calmer10.2%

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

2–6DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs DGRO: Top 5 Holdings

Today

JEPI

9.9%in top 5

DGRO

in top 515.0%

JEPIStockDGRO

2.0%MSFT3.2%

2.0%AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

2.1%MAnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common34.3%

End-of-day Nov 6, 2026 · share of each fund

JEPI vs DGRO Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

DGROiShares

+11.0%

5 years, per year

JEPIDGROFaded: behind in that period

0–4DGRO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

JEPI vs DGRO

YTD

J.P. MorganJEPI

+5.3%

DGROiShares

+16.6%

+5.3%Year to date+16.6%

−6.7%Worst drop · 1Y−6.5%

8.8%Volatility · 1Y10.2%

8.1%Yield1.9%

$46.8BAssets$44.7B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, WCEO, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPI0.35%$35

WCEO0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPI, WCEO, DGRO

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

DGRO1.87%$187

WCEO0.55%$55

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DGRO$187 − $8 = $179

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCEO, DGRO

Today

34.3%most shared, JEPI and DGRO

JEPIWCEODGRO

JEPI—6.7%34.3%

WCEO6.7%—6.0%

DGRO34.3%6.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.3%DGRO, at 10.2% volatility

JEPIWorst drop−6.7%8.8% vol

DGROWorst drop−6.5%10.2% vol

WCEOWorst drop−7.3%14.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWCEO

+5.3%Year to date+16.7%

8.1%Yield0.5%

+8.2%Past year+20.1%

0.35%Fee0.85%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026