Compare · 4 funds side by side · dividends reinvested

JEPI, WCEO, JEPQ and CGDV

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,118JEPI · best of the four

02 / 04

JEPI, WCEO, JEPQ and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.0

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%$14M2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B3.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: JEPI 2020 · WCEO 2023 · JEPQ 2022 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

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

JEPIMeasureCGDV

+5.3%Year to dateJan 1 → Nov 6+9.6%

+8.2%1 yearTotal return+12.9%

+10.7%3 years · per year$10,000 became $13,562 · $18,840+23.5%

+7.1%5 years · per year$10,000 became $14,118 · […][…]

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

8.09%Trailing 12-mo yield$809 · $127 a year on $10k1.27%

−6.7%Worst dropSmaller is better−9.7%

8.8%VolatilityLower is calmer13.4%

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

3–4CGDV 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 CGDV: Top 5 Holdings

Today

JEPI

9.9%in top 5

CGDV

in top 523.9%

JEPIStockCGDV

2.0%MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

2.1%MAnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common27.1%

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

JEPI vs CGDV Returns, Every Period

J.P. MorganJEPI

+8.2%

past year

CGDVCapital Group

+12.9%

past year

JEPICGDVFaded: behind in that period

0–3CGDV wins

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

JEPI vs JEPQ

YTD

J.P. MorganJEPI

+5.3%

JEPQJ.P. Morgan

+3.2%

+5.3%Year to date+3.2%

−6.7%Worst drop · 1Y−11.5%

8.8%Volatility · 1Y16.7%

8.1%Yield12.8%

$46.8BAssets$42.6B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, WCEO, JEPQ, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

JEPQ0.35%$35

WCEO0.85%$85

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

Yields: JEPI, WCEO, JEPQ, CGDV

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

CGDV1.27%$127

WCEO0.55%$55

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

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

Overlap: JEPI, WCEO, JEPQ, CGDV

Today

28.8%most shared, JEPQ and CGDV

JEPIWCEOJEPQCGDV

JEPI—6.7%26.8%27.1%

WCEO6.7%—1.2%0.7%

JEPQ26.8%1.2%—28.8%

CGDV27.1%0.7%28.8%—

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

Return vs Bumpiness: 4 ETFs

+20.1%WCEO, at 14.3% volatility

JEPIWorst drop−6.7%8.8% vol

CGDVWorst drop−9.7%13.4% vol

WCEOWorst drop−7.3%14.3% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQWCEO

+3.2%Year to date+16.7%

12.8%Yield0.5%

+4.5%Past year+20.1%

0.35%Fee0.85%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026