Compare · 4 funds side by side · dividends reinvested

JEPQ, NETG, CGDV and VYM

JEPQJ.P. Morgan×NETGLeverageShares×CGDVCapital Group×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941VYM · best of the four

02 / 04

JEPQ, NETG, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.9

Leverage Shares 2x Long NET Daily ETFSingle-Stock Leverage0.75%0.00%+4.2%[…][…][…][…][…]$4M3.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: JEPQ 2022 · NETG 2025 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$16,941

VYM

NETG

Leverage Shares 2x Long NET Daily ETF · $4M[…]

$10,000 five years ago, dividends reinvested

VYMMeasureNETG

+12.8%Year to dateJan 1 → Nov 6+4.2%

+16.5%1 yearTotal return[…]

+19.6%3 years · per year$10,000 became $17,107 · […][…]

+11.1%5 years · per year$10,000 became $16,941 · […][…]

0.04%Expense ratio$4 · $75 a year on $10k · lower is better0.75%

2.31%Trailing 12-mo yield$231 · $0 a year on $10k0.00%

−6.7%Worst dropSmaller is better[…]

10.6%VolatilityLower is calmer[…]

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

3–0VYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VYM vs NETG: Top 5 Holdings

Today

VYM

18.2%in top 5

NETG

in top 5[…]

VYMStockNETG

6.9%AVGOnot top 5

3.8%JPMnot top 5

2.8%XOMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

VYM vs NETG Returns, Every Period

VanguardVYM

+16.5%

past year

NETGLeverageShares

[…]

past year

VYMNETGFaded: behind in that period

1–0VYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VYM vs JEPQ

YTD

VanguardVYM

+12.8%

JEPQJ.P. Morgan

+3.2%

+12.8%Year to date+3.2%

−6.7%Worst drop · 1Y−11.5%

10.6%Volatility · 1Y16.7%

2.3%Yield12.8%

$78.9BAssets$42.6B

3–1VYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, NETG, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

JEPQ0.35%$35

NETG0.75%$75

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPQ, NETG, CGDV, VYM

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

VYM2.31%$231

CGDV1.27%$127

NETG0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

NETG$0 − $75 = −$75

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPQ, NETG, CGDV, VYM

Today

28.8%most shared, JEPQ and CGDV

JEPQNETGCGDVVYM

JEPQ—[…]28.8%12.1%

NETG[…]—[…][…]

CGDV28.8%[…]—22.8%

VYM12.1%[…]22.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+16.5%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% vol

CGDVWorst drop−9.7%13.4% vol

JEPQWorst drop−11.5%16.7% vol

NETGWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVYM

+3.2%Year to date+12.8%

12.8%Yield2.3%

+4.5%Past year+16.5%

0.35%Fee0.04%

3–1VYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026