Compare · 4 funds side by side · dividends reinvested

JEPQ, WCME, CGDV and DGRO

JEPQJ.P. Morgan×WCMEFirst Trust×CGDVCapital Group×DGROiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,091DGRO · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, WCME, CGDV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.6%+21.4%+20.7%+11.3%−6.5%10.3%$45.9B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$38.7B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B2.7

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.38%+1.9%−0.6%[…][…]−17.3%25.8%$36M4.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: JEPQ 2022 · WCME 2020 · CGDV 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Dividend Value ETF · $38.7B[…]

CGDV

More Ways to See the Pairs

CGDV vs DGRO: Top 5 Holdings

Today

CGDV

24.0%in top 5

DGRO

in top 514.9%

CGDVStockDGRO

6.6%MSFT3.0%

5.3%NVDAnot top 5

4.7%AVGOnot top 5

4.0%METAnot top 5

3.3%ORCL

Cost, Income and Risk

Fees: JEPQ, WCME, CGDV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

JEPQ0.35%$35

WCME0.95%$95

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

DGRO

iShares Core Dividend Growth ETF · $45.9B$17,091

$10,000 five years ago, dividends reinvested · they hold 28.0% in common

CGDVMeasureDGRO

+12.7%Year to dateJan 1 → Nov 12+19.6%

+13.9%1 yearTotal return+21.4%

+23.6%3 years · per year$10,000 became $18,895 · $17,598+20.7%

[…]5 years · per year$10,000 became […] · $17,091+11.3%

0.33%Expense ratio$33 · $8 a year on $10k · lower is better0.08%

1.24%Trailing 12-mo yield$124 · $182 a year on $10k1.82%

−9.7%Worst dropSmaller is better−6.5%

13.5%VolatilityLower is calmer10.3%

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

1–6DGRO wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM2.9%

not top 5JNJ2.8%

Held in common28.0%

End-of-day Nov 12, 2026 · share of each fund

CGDV vs DGRO Returns, Every Period

1Y

Capital GroupCGDV

+13.9%

past year

DGROiShares

+21.4%

past year

CGDVDGROFaded: behind in that period

1–2DGRO wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

CGDV vs JEPQ

YTD

Capital GroupCGDV

+12.7%

JEPQJ.P. Morgan

+7.8%

+12.7%Year to date+7.8%

−9.7%Worst drop · 1Y−11.5%

13.5%Volatility · 1Y16.9%

1.2%Yield12.2%

$38.7BAssets$41.8B

3–1CGDV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: JEPQ, WCME, CGDV, DGRO

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

DGRO1.82%$182

CGDV1.24%$124

WCME0.38%$38

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

DGRO$182 − $8 = $174

CGDV$124 − $33 = $91

WCME$38 − $95 = −$57

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCME, CGDV, DGRO

Today

28.4%most shared, JEPQ and CGDV

JEPQWCMECGDVDGRO

JEPQ—0.1%28.4%19.6%

WCME0.1%—0.0%0.0%

CGDV28.4%0.0%—28.0%

DGRO19.6%0.0%28.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+21.4%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

WCMEWorst drop−17.3%25.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDGRO

+7.8%Year to date+19.6%

12.2%Yield1.8%

+8.8%Past year+21.4%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

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JEPQ, WCME, CGDV and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four