Compare · 4 funds side by side · dividends reinvested

JEPQ, WCMI, CGDV and DGRO

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

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,095DGRO · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, WCMI, CGDV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.8%+22.9%+20.7%+11.3%−6.5%10.3%$45.7B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.8B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B3.0

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.56%+9.6%+11.4%[…][…]−12.5%20.9%$2.1B3.7

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

End-of-day Nov 11, 2026 · returns include dividends · since: JEPQ 2022 · WCMI 2020 · CGDV 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust WCM International Equity ETF · $2.1B[…]

WCMI

More Ways to See the Pairs

WCMI vs DGRO: Top 5 Holdings

Today

WCMI

22.1%in top 5

DGRO

in top 514.9%

WCMIStockDGRO

6.8%2330.TWnot top 5

4.4%CSU.TOnot top 5

3.9%BAB.Lnot top 5

3.5%LTMC.MInot top 5

3.5%SONY

Cost, Income and Risk

Fees: JEPQ, WCMI, CGDV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

JEPQ0.35%$35

WCMI0.85%$85

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

DGRO

iShares Core Dividend Growth ETF · $45.7B$17,095

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

WCMIMeasureDGRO

+9.6%Year to dateJan 1 → Nov 11+19.8%

+11.4%1 yearTotal return+22.9%

[…]3 years · per year$10,000 became […] · $17,579+20.7%

[…]5 years · per year$10,000 became […] · $17,095+11.3%

0.85%Expense ratio$85 · $8 a year on $10k · lower is better0.08%

0.56%Trailing 12-mo yield$56 · $182 a year on $10k1.82%

−12.5%Worst dropSmaller is better−6.5%

20.9%VolatilityLower is calmer10.3%

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

0–6DGRO wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MSFT3.1%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM2.9%

not top 5JNJ2.8%

Held in common0.4%

End-of-day Nov 11, 2026 · share of each fund

WCMI vs DGRO Returns, Every Period

1Y

First TrustWCMI

+11.4%

past year

DGROiShares

+22.9%

past year

WCMIDGROFaded: behind in that period

0–2DGRO wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

International vs Income: WCMI vs JEPQ

YTD

First TrustWCMI

+9.6%

JEPQJ.P. Morgan

+8.1%

+9.6%Year to date+8.1%

−12.5%Worst drop · 1Y−11.5%

20.9%Volatility · 1Y16.9%

0.6%Yield12.2%

$2.1BAssets$42.0B

3–1JEPQ wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: JEPQ, WCMI, CGDV, DGRO

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

DGRO1.82%$182

CGDV1.23%$123

WCMI0.56%$56

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

DGRO$182 − $8 = $174

CGDV$123 − $33 = $90

WCMI$56 − $85 = −$29

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCMI, CGDV, DGRO

Today

28.5%most shared, JEPQ and CGDV

JEPQWCMICGDVDGRO

JEPQ—0.2%28.5%19.6%

WCMI0.2%—1.6%0.4%

CGDV28.5%1.6%—28.1%

DGRO19.6%0.4%28.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+22.9%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

WCMIWorst drop−12.5%20.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDGRO

+8.1%Year to date+19.8%

12.2%Yield1.8%

+9.0%Past year+22.9%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

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JEPQ, WCMI, CGDV and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four