Compare · 4 funds side by side · dividends reinvested

JEPQ, SSO, CGDV and VIG

JEPQJ.P. Morgan×SSOProShares×CGDVCapital Group×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$19,267SSO · best of the four

02 / 04

JEPQ, SSO, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.3

ProShares - Ultra S&P500Leveraged · 2x0.88%0.75%+10.9%+11.8%+36.3%+14.0%−18.2%27.1%$7.0B2.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B3.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: JEPQ 2022 · SSO 2006 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

SSO

ProShares - Ultra S&P500 · $7.0B$19,267

$10,000 five years ago, dividends reinvested · they hold 35.0% in common

JEPQMeasureSSO

+3.2%Year to dateJan 1 → Nov 6+10.9%

+4.5%1 yearTotal return+11.8%

+17.4%3 years · per year$10,000 became $16,202 · $25,327+36.3%

[…]5 years · per year$10,000 became […] · $19,267+14.0%

0.35%Expense ratio$35 · $88 a year on $10k · lower is better0.88%

12.79%Trailing 12-mo yield$1,279 · $75 a year on $10k0.75%

−11.5%Worst dropSmaller is better−18.2%

16.7%VolatilityLower is calmer27.1%

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

4–3JEPQ wins

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

More Ways to See the Pairs

JEPQ vs SSO: Top 5 Holdings

Today

JEPQ

28.9%in top 5

SSO

in top 536.0%

JEPQStockSSO

not top 5IQMM19.0%

7.4%AAPL5.4%

6.6%NVDA4.7%

6.1%MSFT4.2%

4.4%GOOGnot top 5

4.4%AMZN2.7%

Held in common35.0%

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

JEPQ vs SSO Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

SSOProShares

+11.8%

past year

JEPQSSOFaded: behind in that period

0–3SSO wins

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

JEPQ vs VIG

YTD

J.P. MorganJEPQ

+3.2%

VIGVanguard

+12.1%

+3.2%Year to date+12.1%

−11.5%Worst drop · 1Y−7.9%

16.7%Volatility · 1Y10.8%

12.8%Yield1.5%

$42.6BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: JEPQ, SSO, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPQ0.35%$35

SSO0.88%$88

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

Yields: JEPQ, SSO, CGDV, VIG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

VIG1.50%$150

CGDV1.27%$127

SSO0.75%$75

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

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

SSO$75 − $88 = −$13

KeptFee

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

Overlap: JEPQ, SSO, CGDV, VIG

Today

35.0%most shared, JEPQ and SSO

JEPQSSOCGDVVIG

JEPQ—35.0%28.8%26.2%

SSO35.0%—28.1%31.5%

CGDV28.8%28.1%—29.4%

VIG26.2%31.5%29.4%—

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

Return vs Bumpiness: 4 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

JEPQWorst drop−11.5%16.7% vol

SSOWorst drop−18.2%27.1% vol

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

Paid More vs Made More

YTD

JEPQVIG

+3.2%Year to date+12.1%

12.8%Yield1.5%

+4.5%Past year+14.3%

0.35%Fee0.04%

3–1VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026