Compare · 4 funds side by side · dividends reinvested

JEPQ, WCME, CGDV and JEPI

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

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,519JEPI · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, WCME, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.0B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.4

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.38%+1.6%−1.4%[…][…]−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 13, 2026 · returns include dividends · since: JEPQ 2022 · WCME 2020 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CGDV

More Ways to See the Pairs

CGDV vs JEPQ: Top 5 Holdings

Today

CGDV

24.0%in top 5

JEPQ

in top 527.3%

CGDVStockJEPQ

not top 5AAPL7.2%

6.6%MSFT5.6%

5.3%NVDA5.9%

4.7%AVGOnot top 5

not top 5GOOG

Cost, Income and Risk

Fees: JEPQ, WCME, CGDV, JEPI

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$35

JEPI0.35%$35

WCME0.95%$95

End-of-day Nov 13, 2026 · fee on $10,000 a year

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SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

CGDVMeasureJEPQ

+12.3%Year to dateJan 1 → Nov 13+6.7%

+13.2%1 yearTotal return+7.6%

+23.5%3 years · per year$10,000 became $18,844 · $16,188+17.4%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $35 a year on $10k · lower is better0.35%

1.24%Trailing 12-mo yield$124 · $1,237 a year on $10k12.37%

−9.7%Worst dropSmaller is better−11.5%

13.5%VolatilityLower is calmer17.0%

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

6–1CGDV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

not top 5AMZN4.2%

4.0%METAnot top 5

3.3%ORCLnot top 5

Held in common28.4%

End-of-day Nov 13, 2026 · share of each fund

CGDV vs JEPQ Returns, Every Period

1Y

Capital GroupCGDV

+13.2%

past year

JEPQJ.P. Morgan

+7.6%

past year

CGDVJEPQFaded: behind in that period

3–0CGDV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

CGDV vs JEPQ

YTD

Capital GroupCGDV

+12.3%

JEPQJ.P. Morgan

+6.7%

+12.3%Year to date+6.7%

−9.7%Worst drop · 1Y−11.5%

13.5%Volatility · 1Y17.0%

1.2%Yield12.4%

$39.0BAssets$42.5B

3–1CGDV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: JEPQ, WCME, CGDV, JEPI

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

CGDV1.24%$124

WCME0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

JEPI$787 − $35 = $752

CGDV$124 − $33 = $91

WCME$38 − $95 = −$57

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCME, CGDV, JEPI

Today

28.4%most shared, JEPQ and JEPI

JEPQWCMECGDVJEPI

JEPQ—0.1%28.4%28.4%

WCME0.1%—0.0%0.0%

CGDV28.4%0.0%—27.1%

JEPI28.4%0.0%27.1%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+13.2%CGDV, at 13.5% volatility

JEPIWorst drop−6.7%9.0% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%17.0% vol

WCMEWorst drop−17.3%25.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCGDV

+6.7%Year to date+12.3%

12.4%Yield1.2%

+7.6%Past year+13.2%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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JEPQ, WCME, CGDV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four