Compare JEPQ, TIZE and CGDV

JEPQ, TIZE and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.7

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: JEPQ 2022 · TIZE 2021 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 29.0% in common

JEPQMeasureCGDV

+8.5%Year to dateJan 1 → Nov 5+9.7%

+9.3%1 yearTotal return+13.2%

+20.3%3 years · per year$10,000 became $17,406 · $19,064+24.0%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $33 a year on $10k · lower is better0.33%

12.17%Trailing 12-mo yield$1,217 · $127 a year on $10k1.27%

−8.8%Worst dropSmaller is better−9.7%

15.5%VolatilityLower is calmer13.4%

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

2–5CGDV wins

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

More Ways to See the Pairs

JEPQ vs CGDV: Top 5 Holdings

Today

JEPQ

28.3%in top 5

CGDV

in top 524.4%

JEPQStockCGDV

7.1%AAPLnot top 5

6.0%MSFT7.0%

6.8%NVDA6.1%

not top 5AVGO4.3%

4.2%GOOGnot top 5

4.2%AMZNnot top 5

not top 5META3.8%

not top 5RTX3.2%

Held in common29.0%

End-of-day Nov 5, 2026 · share of each fund

JEPQ vs CGDV Returns, Every Period

1Y

J.P. MorganJEPQ

+9.3%

past year

CGDVCapital Group

+13.2%

past year

JEPQCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JEPQ vs CGDV

YTD

J.P. MorganJEPQ

+8.5%

CGDVCapital Group

+9.7%

+8.5%Year to date+9.7%

−8.8%Worst drop · 1Y−9.7%

15.5%Volatility · 1Y13.4%

12.2%Yield1.3%

$42.1BAssets$39.0B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, TIZE, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$35

TIZE0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPQ, TIZE, CGDV

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

CGDV1.27%$127

TIZE0.76%$76

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

CGDV$127 − $33 = $94

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPQ, TIZE, CGDV

Today

29.0%most shared, JEPQ and CGDV

JEPQTIZECGDV

JEPQ—[…]29.0%

TIZE[…]—[…]

CGDV29.0%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.2%CGDV, at 13.4% volatility

CGDVWorst drop−9.7%13.4% vol

JEPQWorst drop−8.8%15.5% vol

TIZEWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCGDV

+8.5%Year to date+9.7%

12.2%Yield1.3%

+9.3%Past year+13.2%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026