Compare JEPQ and CGDV

JEPQ and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.7

Rank among the two1st → 2ndFee, 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: JEPQ 2022 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 28.9% in common

JEPQMeasureCGDV

+8.5%Year to dateJan 1 → Nov 4+14.6%

+9.3%1 yearTotal return+17.5%

+20.3%3 years · per year$10,000 became $17,406 · $20,044+26.1%

[…]5 years · per year[…]

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

12.17%Trailing 12-mo yield$1,217 · $122 a year on $10k1.22%

−8.8%Worst dropSmaller is better−9.7%

15.5%VolatilityLower is calmer12.6%

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

2–5CGDV wins

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

More Ways to See the Pairs

JEPQ vs CGDV: Top 5 Holdings

Today

JEPQ

27.9%in top 5

CGDV

in top 524.6%

JEPQStockCGDV

7.1%NVDA6.3%

6.8%AAPLnot top 5

5.6%MSFT6.6%

not top 5AVGO4.4%

4.2%MUnot top 5

4.1%GOOGnot top 5

not top 5META3.8%

not top 5RTX3.3%

Held in common28.9%

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

JEPQ vs CGDV Returns, Every Period

1Y

J.P. MorganJEPQ

+9.3%

past year

CGDVCapital Group

+17.5%

past year

JEPQCGDVFaded: behind in that period

0–3CGDV wins

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

JEPQ vs CGDV

YTD

J.P. MorganJEPQ

+8.5%

CGDVCapital Group

+14.6%

+8.5%Year to date+14.6%

−8.8%Worst drop · 1Y−9.7%

15.5%Volatility · 1Y12.6%

12.2%Yield1.2%

$42.1BAssets$39.0B

2–2level

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

Cost, Income and Risk

Fees: JEPQ, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$35

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

Yields: JEPQ, CGDV

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

CGDV1.22%$122

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

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

CGDV$122 − $33 = $89

KeptFee

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

Overlap: JEPQ, CGDV

Today

28.9%most shared, JEPQ and CGDV

JEPQCGDV

JEPQ—28.9%

CGDV28.9%—

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

Return vs Bumpiness: 2 ETFs

1Y

+17.5%CGDV, at 12.6% volatility

CGDVWorst drop−9.7%12.6% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQCGDV

+8.5%Year to date+14.6%

12.2%Yield1.2%

+9.3%Past year+17.5%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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

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