Compare · 4 funds side by side · dividends reinvested

JEPI, WCME, CGDV and JEPQ

JEPIJ.P. Morgan×WCMEFirst Trust×CGDVCapital Group×JEPQJ.P. Morgan×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,545JEPI · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

JEPI, WCME, CGDV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.7B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B2.4

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.37%+3.7%+1.1%[…][…]−17.3%25.7%$36M4.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: JEPI 2020 · WCME 2020 · CGDV 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust WCM Developing World Equity ETF · $36M[…]

WCME

More Ways to See the Pairs

WCME vs JEPI: Top 5 Holdings

Today

WCME

30.5%in top 5

JEPI

in top 59.8%

WCMEStockJEPI

13.6%2330.TWnot top 5

5.2%TEVAnot top 5

4.2%2269.HKnot top 5

3.8%000660.Knot top 5

3.7%005930.K

Cost, Income and Risk

Fees: JEPI, WCME, CGDV, JEPQ

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

JEPQ0.35%$35

WCME0.95%$95

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,545

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

WCMEMeasureJEPI

+3.7%Year to dateJan 1 → Nov 11+8.6%

+1.1%1 yearTotal return+11.2%

[…]3 years · per year$10,000 became […] · $13,729+11.1%

[…]5 years · per year$10,000 became […] · $14,545+7.8%

0.95%Expense ratio$95 · $35 a year on $10k · lower is better0.35%

0.37%Trailing 12-mo yield$37 · $784 a year on $10k7.84%

−17.3%Worst dropSmaller is better−6.7%

25.7%VolatilityLower is calmer9.0%

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

0–6JEPI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

WCME vs JEPI Returns, Every Period

1Y

First TrustWCME

+1.1%

past year

JEPIJ.P. Morgan

+11.2%

past year

WCMEJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

International vs Income: WCME vs JEPQ

YTD

First TrustWCME

+3.7%

JEPQJ.P. Morgan

+8.1%

+3.7%Year to date+8.1%

−17.3%Worst drop · 1Y−11.5%

25.7%Volatility · 1Y16.9%

0.4%Yield12.2%

$36.2MAssets$41.8B

4–0JEPQ wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: JEPI, WCME, CGDV, JEPQ

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

JEPI7.84%$784

CGDV1.23%$123

WCME0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

JEPI$784 − $35 = $749

CGDV$123 − $33 = $90

WCME$37 − $95 = −$58

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCME, CGDV, JEPQ

Today

28.5%most shared, CGDV and JEPQ

JEPIWCMECGDVJEPQ

JEPI—0.0%27.3%28.3%

WCME0.0%—0.0%0.1%

CGDV27.3%0.0%—28.5%

JEPQ28.3%0.1%28.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+15.0%CGDV, at 13.5% volatility

JEPIWorst drop−6.7%9.0% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

WCMEWorst drop−17.3%25.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCGDV

+8.1%Year to date+13.5%

12.2%Yield1.2%

+9.0%Past year+15.0%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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JEPI, WCME, CGDV and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four