Compare · 4 funds side by side · dividends reinvested

JEPQ, WCEO, CGDV and JEPI

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,108JEPI · best of the four

02 / 04

JEPQ, WCEO, CGDV and JEPI, 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%$39.0B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.6

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.5%+20.7%+18.6%[…]−7.3%14.3%$14M2.6

Rank among the four1st → 4thFee, 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 · WCEO 2023 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Hypatia Women CEO ETF · $14M[…]

WCEO

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

WCEOMeasureCGDV

+16.5%Year to dateJan 1 → Nov 5+9.7%

+20.7%1 yearTotal return+13.2%

+18.6%3 years · per year$10,000 became $16,664 · $19,064+24.0%

[…]5 years · per year[…]

0.85%Expense ratio$85 · $33 a year on $10k · lower is better0.33%

0.55%Trailing 12-mo yield$55 · $127 a year on $10k1.27%

−7.3%Worst dropSmaller is better−9.7%

14.3%VolatilityLower is calmer13.4%

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

3–4CGDV wins

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

More Ways to See the Pairs

WCEO vs CGDV: Top 5 Holdings

Today

WCEO

8.0%in top 5

CGDV

in top 524.4%

WCEOStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

1.7%CLXnot top 5

1.6%ACInot top 5

1.6%KMInot top 5

1.6%TRnot top 5

1.5%MPCnot top 5

Held in common0.7%

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

WCEO vs CGDV Returns, Every Period

Hypatia CapitalWCEO

+20.7%

past year

CGDVCapital Group

+13.2%

past year

WCEOCGDVFaded: behind in that period

2–1WCEO wins

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

Unsorted vs Income: WCEO vs JEPQ

YTD

Hypatia CapitalWCEO

+16.5%

JEPQJ.P. Morgan

+8.5%

+16.5%Year to date+8.5%

−7.3%Worst drop · 1Y−8.8%

14.3%Volatility · 1Y15.5%

0.6%Yield12.2%

$13.7MAssets$42.1B

3–1WCEO wins

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

Cost, Income and Risk

Fees: JEPQ, WCEO, CGDV, JEPI

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$35

JEPI0.35%$35

WCEO0.85%$85

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

Yields: JEPQ, WCEO, CGDV, JEPI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JEPI8.09%$809

CGDV1.27%$127

WCEO0.55%$55

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

JEPI$809 − $35 = $774

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

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

Overlap: JEPQ, WCEO, CGDV, JEPI

Today

29.0%most shared, JEPQ and CGDV

JEPQWCEOCGDVJEPI

JEPQ—1.3%29.0%27.0%

WCEO1.3%—0.7%6.8%

CGDV29.0%0.7%—27.2%

JEPI27.0%6.8%27.2%—

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

Return vs Bumpiness: 4 ETFs

+20.7%WCEO, at 14.3% volatility

JEPIWorst drop−6.7%8.8% vol

CGDVWorst drop−9.7%13.4% vol

WCEOWorst drop−7.3%14.3% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQWCEO

+8.5%Year to date+16.5%

12.2%Yield0.6%

+9.3%Past year+20.7%

0.35%Fee0.85%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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