Compare · 4 funds side by side · dividends reinvested

JEPQ, WCEO, DGRO and CGDV

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

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

02 / 04

JEPQ, WCEO, DGRO and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$44.9B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B2.6

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.5%+20.7%+18.6%[…]−7.3%14.3%$14M3.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$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 5, 2026 · returns include dividends · since: JEPQ 2022 · WCEO 2023 · DGRO 2014 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

$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

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 DGRO

YTD

J.P. MorganJEPQ

+8.5%

DGROiShares

+17.2%

+8.5%Year to date+17.2%

−8.8%Worst drop · 1Y−6.5%

15.5%Volatility · 1Y10.2%

12.2%Yield1.9%

$42.6BAssets$44.9B

3–1DGRO wins

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

Cost, Income and Risk

Fees: JEPQ, WCEO, DGRO, CGDV

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

JEPQ0.35%$35

WCEO0.85%$85

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

Yields: JEPQ, WCEO, DGRO, CGDV

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

DGRO1.86%$186

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

DGRO$186 − $8 = $178

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

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

Overlap: JEPQ, WCEO, DGRO, CGDV

Today

29.0%most shared, JEPQ and CGDV

JEPQWCEODGROCGDV

JEPQ—1.3%19.5%29.0%

WCEO1.3%—5.9%0.7%

DGRO19.5%5.9%—28.5%

CGDV29.0%0.7%28.5%—

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

Return vs Bumpiness: 4 ETFs

+21.2%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% 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

JEPQDGRO

+8.5%Year to date+17.2%

12.2%Yield1.9%

+9.3%Past year+21.2%

0.35%Fee0.08%

3–1DGRO wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026