Compare · 4 funds side by side · dividends reinvested

JEPQ, WCEO, VYM and CGDV

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

JEPQ, WCEO, VYM and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.4%+16.3%+23.8%[…]−9.7%13.6%$37.8B2.4

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.5%+25.7%+18.7%[…]−7.3%14.6%$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 · VYM 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,254

$10,000 five years ago, dividends reinvested · they hold 12.1% in common

JEPQMeasureVYM

+6.6%Year to dateJan 1 → Nov 9+15.4%

+9.2%1 yearTotal return+19.5%

+18.2%3 years · per year$10,000 became $16,495 · $17,150+19.7%

[…]5 years · per year$10,000 became […] · $17,254+11.5%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

12.39%Trailing 12-mo yield$1,239 · $226 a year on $10k2.26%

−11.5%Worst dropSmaller is better−6.7%

16.9%VolatilityLower is calmer10.8%

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

1–6VYM wins

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

More Ways to See the Pairs

JEPQ vs VYM: Top 5 Holdings

Today

JEPQ

28.9%in top 5

VYM

in top 518.2%

JEPQStockVYM

7.4%AAPLnot top 5

not top 5AVGO6.9%

6.6%NVDAnot top 5

6.1%MSFTnot top 5

4.4%GOOGnot top 5

4.4%AMZNnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common12.1%

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

JEPQ vs VYM Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

VYMVanguard

+19.5%

past year

JEPQVYMFaded: behind in that period

0–3VYM wins

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

JEPQ vs VYM

YTD

J.P. MorganJEPQ

+6.6%

VYMVanguard

+15.4%

+6.6%Year to date+15.4%

−11.5%Worst drop · 1Y−6.7%

16.9%Volatility · 1Y10.8%

12.4%Yield2.3%

$40.7BAssets$78.9B

3–1VYM wins

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

Cost, Income and Risk

Fees: JEPQ, WCEO, VYM, CGDV

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

JEPQ0.35%$35

WCEO0.85%$85

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

Yields: JEPQ, WCEO, VYM, CGDV

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

VYM2.26%$226

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

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

WCEO$53 − $85 = −$32

KeptFee

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

Overlap: JEPQ, WCEO, VYM, CGDV

Today

28.8%most shared, JEPQ and CGDV

JEPQWCEOVYMCGDV

JEPQ—1.2%12.1%28.8%

WCEO1.2%—7.2%0.7%

VYM12.1%7.2%—22.8%

CGDV28.8%0.7%22.8%—

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

Return vs Bumpiness: 4 ETFs

+25.7%WCEO, at 14.6% volatility

VYMWorst drop−6.7%10.8% vol

CGDVWorst drop−9.7%13.6% vol

WCEOWorst drop−7.3%14.6% 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+20.5%

12.4%Yield0.5%

+9.2%Past year+25.7%

0.35%Fee0.85%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026