Compare · 3 funds side by side · dividends reinvested

JEPQ, CGUI and DGRO

JEPQJ.P. Morgan×CGUICapital Group×DGROiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,075DGRO · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, CGUI and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+22.8%+20.4%+11.3%−6.5%10.3%$45.5B1.5

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+2.9%+3.7%[…][…]−0.2%0.9%$442M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: JEPQ 2022 · CGUI 2024 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

CGUI

Capital Group Ultra Short Income ETF · $442M[…]

$10,000 five years ago, dividends reinvested

JEPQMeasure

More Ways to See the Pairs

JEPQ vs CGUI: Top 5 Holdings

Today

JEPQ

28.0%in top 5

CGUI

in top 5[…]

JEPQStockCGUI

7.2%AAPLnot top 5

6.2%NVDAnot top 5

6.0%MSFTnot top 5

4.3%AMZNnot top 5

4.3%GOOGnot top 5

Cost, Income and Risk

Fees: JEPQ, CGUI, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGUI0.18%$18

JEPQ0.35%$35

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

CGUI

+6.0%Year to dateJan 1 → Nov 10+2.9%

+8.8%1 yearTotal return+3.7%

+17.6%3 years · per year$10,000 became $16,284 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

12.45%Trailing 12-mo yield$1,245 · $382 a year on $10k3.82%

−11.5%Worst dropSmaller is better−0.2%

16.9%VolatilityLower is calmer0.9%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

JEPQ vs CGUI Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

CGUICapital Group

+3.7%

past year

JEPQCGUIFaded: behind in that period

2–0JEPQ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPQ vs CGUI

YTD

J.P. MorganJEPQ

+6.0%

CGUICapital Group

+2.9%

+6.0%Year to date+2.9%

−11.5%Worst drop · 1Y−0.2%

16.9%Volatility · 1Y0.9%

12.4%Yield3.8%

$40.7BAssets$442M

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: JEPQ, CGUI, DGRO

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

CGUI3.82%$382

DGRO1.83%$183

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

CGUI$382 − $18 = $364

DGRO$183 − $8 = $175

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JEPQ, CGUI, DGRO

Today

19.6%most shared, JEPQ and DGRO

JEPQCGUIDGRO

JEPQ—[…]19.6%

CGUI[…]—[…]

DGRO19.6%[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.8%DGRO, at 10.3% volatility

CGUIWorst drop−0.2%0.9% vol

DGROWorst drop−6.5%10.3% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDGRO

+6.0%Year to date+19.1%

12.4%Yield1.8%

+8.8%Past year+22.8%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

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JEPQ, CGUI and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: JEPQ, CGUI, DGRO