Compare · 4 funds side by side · dividends reinvested

JEPQ, FVC, SCHD and CGDV

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

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

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

Story of the four · RiskSmallest drop

JEPQ, FVC, SCHD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.8B2.4

First Trust Dorsey Wright Dynamic Focus 5 ETFUnsorted0.30%0.77%+15.5%+17.6%+12.6%+3.2%−13.3%18.8%$107M3.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B3.1

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: JEPQ 2022 · FVC 2016 · SCHD 2011 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Dorsey Wright Dynamic Focus 5 ETF · $107M$11,686

FVC

More Ways to See the Pairs

FVC vs CGDV: Top 5 Holdings

Today

FVC

99.9%in top 5

CGDV

in top 524.1%

FVCStockCGDV

22.9%FTXHnot top 5

21.4%FBTnot top 5

20.1%FTXNnot top 5

18.5%FXLnot top 5

17.1%QTECnot top 5

Cost, Income and Risk

Fees: JEPQ, FVC, SCHD, CGDV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FVC0.30%$30

CGDV0.33%$33

JEPQ0.35%$35

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

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

FVCMeasureCGDV

+15.5%Year to dateJan 1 → Nov 11+13.5%

+17.6%1 yearTotal return+15.0%

+12.6%3 years · per year$10,000 became $14,289 · $19,001+23.9%

+3.2%5 years · per year$10,000 became $11,686 · […][…]

0.30%Expense ratio$30 · $33 a year on $10k · lower is better0.33%

0.77%Trailing 12-mo yield$77 · $123 a year on $10k1.23%

−13.3%Worst dropSmaller is better−9.7%

18.8%VolatilityLower is calmer13.5%

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

3–4CGDV wins

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

not top 5MSFT6.8%

not top 5NVDA5.3%

not top 5AVGO4.6%

not top 5META4.2%

not top 5GE3.3%

Held in common0.0%

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

FVC vs CGDV Returns, Every Period

1Y

First TrustFVC

+17.6%

past year

CGDVCapital Group

+15.0%

past year

FVCCGDVFaded: behind in that period

2–1FVC wins

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

Unsorted vs Income: FVC vs JEPQ

YTD

First TrustFVC

+15.5%

JEPQJ.P. Morgan

+8.1%

+15.5%Year to date+8.1%

−13.3%Worst drop · 1Y−11.5%

18.8%Volatility · 1Y16.9%

0.8%Yield12.2%

$107MAssets$42.0B

3–1JEPQ wins

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

Yields: JEPQ, FVC, SCHD, CGDV

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

SCHD2.93%$293

CGDV1.23%$123

FVC0.77%$77

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

SCHD$293 − $6 = $287

CGDV$123 − $33 = $90

FVC$77 − $30 = $47

KeptFee

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

Overlap: JEPQ, FVC, SCHD, CGDV

Today

28.5%most shared, JEPQ and CGDV

JEPQFVCSCHDCGDV

JEPQ—0.0%3.8%28.5%

FVC0.0%—0.0%0.0%

SCHD3.8%0.0%—5.8%

CGDV28.5%0.0%5.8%—

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

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

FVCWorst drop−13.3%18.8% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+8.1%Year to date+34.6%

12.2%Yield2.9%

+9.0%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

Loading…

JEPQ, FVC, SCHD and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four