Compare · 4 funds side by side · dividends reinvested

JEPQ, WCEO, CGDV and DGRO

JEPQJ.P. Morgan×WCEOHypatia Capital×CGDVCapital Group×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

JEPQ, WCEO, CGDV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.4

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.2%+25.4%+18.6%[…]−7.3%14.5%$13M2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPQ 2022 · WCEO 2023 · CGDV 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Hypatia Women CEO ETF · $13M[…]

WCEO

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

WCEOMeasureJEPQ

+20.2%Year to dateJan 1 → Nov 9+6.6%

+25.4%1 yearTotal return+9.2%

+18.6%3 years · per year$10,000 became $16,669 · $16,495+18.2%

[…]5 years · per year[…]

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

0.53%Trailing 12-mo yield$53 · $1,239 a year on $10k12.39%

−7.3%Worst dropSmaller is better−11.5%

14.5%VolatilityLower is calmer16.9%

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

5–2WCEO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WCEO vs JEPQ: Top 5 Holdings

Today

WCEO

8.0%in top 5

JEPQ

in top 528.6%

WCEOStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

1.7%CLXnot top 5

1.6%TRnot top 5

1.6%KMInot top 5

1.5%ACInot top 5

1.5%INSWnot top 5

Held in common1.3%

End-of-day Nov 9, 2026 · share of each fund

WCEO vs JEPQ Returns, Every Period

Hypatia CapitalWCEO

+25.4%

past year

JEPQJ.P. Morgan

+9.2%

past year

WCEOJEPQFaded: behind in that period

3–0WCEO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: WCEO vs JEPQ

YTD

Hypatia CapitalWCEO

+20.2%

JEPQJ.P. Morgan

+6.6%

+20.2%Year to date+6.6%

−7.3%Worst drop · 1Y−11.5%

14.5%Volatility · 1Y16.9%

0.5%Yield12.4%

$13.5MAssets$40.7B

3–1WCEO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, WCEO, CGDV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

JEPQ0.35%$35

WCEO0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPQ, WCEO, CGDV, DGRO

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

DGRO1.84%$184

CGDV1.24%$124

WCEO0.53%$53

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

DGRO$184 − $8 = $176

CGDV$124 − $33 = $91

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCEO, CGDV, DGRO

Today

29.0%most shared, JEPQ and CGDV

JEPQWCEOCGDVDGRO

JEPQ—1.3%29.0%19.5%

WCEO1.3%—0.7%5.9%

CGDV29.0%0.7%—28.2%

DGRO19.5%5.9%28.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.4%WCEO, at 14.5% volatility

DGROWorst drop−6.5%10.3% vol

CGDVWorst drop−9.7%13.5% vol

WCEOWorst drop−7.3%14.5% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCEO

+6.6%Year to date+20.2%

12.4%Yield0.5%

+9.2%Past year+25.4%

0.35%Fee0.85%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026