Compare · 3 funds side by side · dividends reinvested

JEPQ, CGDV and VWO

JEPQJ.P. Morgan×CGDVCapital Group×VWOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,866VWO · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, CGDV and VWO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$39.2B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B2.0

Vanguard FTSE Emerging Markets ETFInternational · Emerging0.06%2.16%+5.3%+4.3%+15.7%+5.2%−11.5%18.3%$125B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: JEPQ 2022 · CGDV 2022 · VWO 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

CGDV

Capital Group Dividend Value ETF · $39.2B[…]

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

JEPQ

More Ways to See the Pairs

JEPQ vs CGDV: Top 5 Holdings

Today

JEPQ

27.3%in top 5

CGDV

in top 524.0%

JEPQStockCGDV

7.2%AAPLnot top 5

5.6%MSFT6.6%

5.9%NVDA5.3%

not top 5AVGO4.7%

4.3%GOOG

Cost, Income and Risk

Fees: JEPQ, CGDV, VWO

Today

0.06%lowest, VWO

FundExpense ratioFee$10k

VWO0.06%$6

CGDV0.33%$33

JEPQ0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: JEPQ, CGDV, VWO

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

VWO vs IEMG

YTD

VanguardVWO

+5.3%

IEMGiShares

+11.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

CGDV

+7.8%Year to dateJan 1 → Nov 12+12.7%

+8.8%1 yearTotal return+13.9%

+17.9%3 years · per year$10,000 became $16,406 · $18,895+23.6%

[…]5 years · per year[…]

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

12.24%Trailing 12-mo yield$1,224 · $124 a year on $10k1.24%

−11.5%Worst dropSmaller is better−9.7%

16.9%VolatilityLower is calmer13.5%

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

1–6CGDV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.2%AMZNnot top 5

not top 5META4.0%

not top 5ORCL3.3%

Held in common28.4%

End-of-day Nov 12, 2026 · share of each fund

JEPQ vs CGDV Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

CGDVCapital Group

+13.9%

past year

JEPQCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs International: JEPQ vs VWO

YTD

J.P. MorganJEPQ

+7.8%

VWOVanguard

+5.3%

+7.8%Year to date+5.3%

−11.5%Worst drop · 1Y−11.5%

16.9%Volatility · 1Y18.3%

12.2%Yield2.2%

$42.6BAssets$125B

3–0JEPQ wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

VWO2.16%$216

CGDV1.24%$124

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

VWO$216 − $6 = $210

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPQ, CGDV, VWO

Today

28.4%most shared, JEPQ and CGDV

JEPQCGDVVWO

JEPQ—28.4%0.1%

CGDV28.4%—0.0%

VWO0.1%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.9%CGDV, at 13.5% volatility

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

VWOWorst drop−11.5%18.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCGDV

+7.8%Year to date+12.7%

12.2%Yield1.2%

+8.8%Past year+13.9%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 12, 2026

+5.3%Year to date+11.7%

2.2%Yield2.4%

$125BAssets$147B

2–0IEMG wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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JEPQ, CGDV and VWO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three