Compare · 3 funds side by side · dividends reinvested

JEPQ, FVC and CGDV

JEPQJ.P. Morgan×FVCFirst Trust×CGDVCapital Group×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,483FVC · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, FVC and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.2B1.6

First Trust Dorsey Wright Dynamic Focus 5 ETFUnsorted0.30%0.78%+14.6%+16.3%+12.2%+2.8%−13.3%18.9%$109M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: JEPQ 2022 · FVC 2016 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Dorsey Wright Dynamic Focus 5 ETF · $109M$11,483

FVC

JEPQ

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

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

FVC

More Ways to See the Pairs

FVC vs JEPQ: Top 5 Holdings

Today

FVC

99.9%in top 5

JEPQ

in top 527.3%

FVCStockJEPQ

22.5%FTXHnot top 5

21.1%FBTnot top 5

20.5%FTXNnot top 5

18.6%FXLnot top 5

17.3%QTECnot top 5

Cost, Income and Risk

Fees: JEPQ, FVC, CGDV

Today

0.30%lowest, FVC

FundExpense ratioFee$10k

FVC0.30%$30

CGDV0.33%$33

JEPQ0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: JEPQ, FVC, CGDV

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

JEPQ

+14.6%Year to dateJan 1 → Nov 13+6.7%

+16.3%1 yearTotal return+7.6%

+12.2%3 years · per year$10,000 became $14,125 · $16,188+17.4%

+2.8%5 years · per year$10,000 became $11,483 · […][…]

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

0.78%Trailing 12-mo yield$78 · $1,237 a year on $10k12.37%

−13.3%Worst dropSmaller is better−11.5%

18.9%VolatilityLower is calmer17.0%

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

3–4JEPQ wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

FVC vs JEPQ Returns, Every Period

1Y

First TrustFVC

+16.3%

past year

JEPQJ.P. Morgan

+7.6%

past year

FVCJEPQFaded: behind in that period

2–1FVC wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: FVC vs JEPQ

YTD

First TrustFVC

+14.6%

JEPQJ.P. Morgan

+6.7%

+14.6%Year to date+6.7%

−13.3%Worst drop · 1Y−11.5%

18.9%Volatility · 1Y17.0%

0.8%Yield12.4%

$109MAssets$42.6B

3–1JEPQ wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

CGDV1.24%$124

FVC0.78%$78

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

CGDV$124 − $33 = $91

FVC$78 − $30 = $48

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JEPQ, FVC, CGDV

Today

28.4%most shared, JEPQ and CGDV

JEPQFVCCGDV

JEPQ—0.0%28.4%

FVC0.0%—0.0%

CGDV28.4%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.3%FVC, at 18.9% volatility

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%17.0% vol

FVCWorst drop−13.3%18.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFVC

+6.7%Year to date+14.6%

12.4%Yield0.8%

+7.6%Past year+16.3%

0.35%Fee0.30%

3–1FVC wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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JEPQ, FVC and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three