Compare · 4 funds side by side · dividends reinvested

JEPQ, WCMI, CGDV and JEPI

JEPQJ.P. Morgan×WCMIFirst 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, WCMI, 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%$39.2B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B2.7

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+7.8%+9.4%[…][…]−12.5%21.0%$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 13, 2026 · returns include dividends · since: JEPQ 2022 · WCMI 2020 · CGDV 2022 · JEPI 2020

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 JEPI: Top 5 Holdings

Today

WCMI

22.1%in top 5

JEPI

in top 59.7%

WCMIStockJEPI

7.0%2330.TWnot top 5

4.5%CSU.TOnot top 5

3.6%BAB.Lnot top 5

3.5%SONYnot top 5

3.4%LTMC.MI

Cost, Income and Risk

Fees: JEPQ, WCMI, CGDV, JEPI

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$35

JEPI0.35%$35

WCMI0.85%$85

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%

JEPI

JPMorgan Equity Premium Income ETF · $47.3B$14,519

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

WCMIMeasureJEPI

+7.8%Year to dateJan 1 → Nov 13+8.2%

+9.4%1 yearTotal return+9.6%

[…]3 years · per year$10,000 became […] · $13,696+11.1%

[…]5 years · per year$10,000 became […] · $14,519+7.7%

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

0.57%Trailing 12-mo yield$57 · $787 a year on $10k7.87%

−12.5%Worst dropSmaller is better−6.7%

21.0%VolatilityLower is calmer9.0%

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

0–6JEPI wins

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

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not top 5MSFT1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common0.6%

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

WCMI vs JEPI Returns, Every Period

1Y

First TrustWCMI

+9.4%

past year

JEPIJ.P. Morgan

+9.6%

past year

WCMIJEPIFaded: behind in that period

0–2JEPI wins

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

International vs Income: WCMI vs JEPQ

YTD

First TrustWCMI

+7.8%

JEPQJ.P. Morgan

+6.7%

+7.8%Year to date+6.7%

−12.5%Worst drop · 1Y−11.5%

21.0%Volatility · 1Y17.0%

0.6%Yield12.4%

$2.1BAssets$42.6B

3–1JEPQ wins

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

Yields: JEPQ, WCMI, CGDV, JEPI

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

CGDV1.24%$124

WCMI0.57%$57

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

WCMI$57 − $85 = −$28

KeptFee

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

Overlap: JEPQ, WCMI, CGDV, JEPI

Today

28.4%most shared, JEPQ and JEPI

JEPQWCMICGDVJEPI

JEPQ—0.2%28.4%28.4%

WCMI0.2%—1.6%0.6%

CGDV28.4%1.6%—27.1%

JEPI28.4%0.6%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

WCMIWorst drop−12.5%21.0% 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$806B

0–0level

End-of-day Nov 13, 2026

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JEPQ, WCMI, CGDV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four