Compare · 4 funds side by side · dividends reinvested

JEPQ, WCMI, CGDV and IEMG

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$13,759IEMG · 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, WCMI, CGDV and IEMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$38.7B1.4

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.41%+11.7%+11.5%+18.8%+6.6%−17.8%25.8%$149B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B2.6

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+7.4%+9.4%[…][…]−12.5%21.0%$2.1B3.5

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 · WCMI 2020 · CGDV 2022 · IEMG 2012

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 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, WCMI, CGDV, IEMG

Today

0.09%lowest, IEMG

FundExpense ratioFee$10k

IEMG0.09%$9

CGDV0.33%$33

JEPQ0.35%$35

WCMI0.85%$85

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

VWO vs IEMG

YTD

VanguardVWO

+5.3%

IEMGiShares

+11.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

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

CGDVMeasureJEPQ

+12.7%Year to dateJan 1 → Nov 12+7.8%

+13.9%1 yearTotal return+8.8%

+23.6%3 years · per year$10,000 became $18,895 · $16,406+17.9%

[…]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 · $1,224 a year on $10k12.24%

−9.7%Worst dropSmaller is better−11.5%

13.5%VolatilityLower is calmer16.9%

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

6–1CGDV wins

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

CGDV vs JEPQ Returns, Every Period

1Y

Capital GroupCGDV

+13.9%

past year

JEPQJ.P. Morgan

+8.8%

past year

CGDVJEPQFaded: behind in that period

3–0CGDV 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, WCMI, CGDV, IEMG

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

IEMG2.41%$241

CGDV1.24%$124

WCMI0.57%$57

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

IEMG$241 − $9 = $232

CGDV$124 − $33 = $91

WCMI$57 − $85 = −$28

KeptFee

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

Overlap: JEPQ, WCMI, CGDV, IEMG

Today

28.4%most shared, JEPQ and CGDV

JEPQWCMICGDVIEMG

JEPQ—0.2%28.4%0.1%

WCMI0.2%—1.6%10.4%

CGDV28.4%1.6%—0.0%

IEMG0.1%10.4%0.0%—

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

Return vs Bumpiness: 4 ETFs

1Y

+13.9%CGDV, at 13.5% volatility

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

WCMIWorst drop−12.5%21.0% vol

IEMGWorst drop−17.8%25.8% vol

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

Paid More vs Made More

YTD

JEPQCGDV

+7.8%Year to date+12.7%

12.2%Yield1.2%

+8.8%Past year+13.9%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 12, 2026

+5.3%Year to date+11.7%

2.2%Yield2.4%

$125BAssets$149B

2–0IEMG wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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JEPQ, WCMI, CGDV and IEMG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four