Compare · 2 funds side by side · dividends reinvested

JPIE and CGDV

JPIEJ.P. Morgan×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,722JPIE · best of the two

02 / 04

JPIE and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.4

JPMorgan Income ETFIncome · Dividend stocks0.40%5.70%+1.8%+3.0%+6.9%+3.2%−1.9%1.9%$11.5B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: JPIE 2021 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Income ETF · $11.5B$11,722

JPIE

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested

JPIEMeasureCGDV

+1.8%Year to dateJan 1 → Nov 3+13.0%

+3.0%1 yearTotal return+16.1%

+6.9%3 years · per year$10,000 became $12,232 · $19,988+26.0%

+3.2%5 years · per year$10,000 became $11,722 · […][…]

0.40%Expense ratio$40 · $33 a year on $10k · lower is better0.33%

5.70%Trailing 12-mo yield$570 · $123 a year on $10k1.23%

−1.9%Worst dropSmaller is better−9.7%

1.9%VolatilityLower is calmer12.6%

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

3–4CGDV wins

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

More Ways to See the Pairs

JPIE vs CGDV: Top 5 Holdings

Today

JPIE

[…]in top 5

CGDV

in top 524.1%

JPIEStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

JPIE vs CGDV Returns, Every Period

J.P. MorganJPIE

+3.0%

past year

CGDVCapital Group

+16.1%

past year

JPIECGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JPIE vs CGDV

YTD

J.P. MorganJPIE

+1.8%

CGDVCapital Group

+13.0%

+1.8%Year to date+13.0%

−1.9%Worst drop · 1Y−9.7%

1.9%Volatility · 1Y12.6%

5.7%Yield1.2%

$11.5BAssets$38.8B

3–1JPIE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JPIE, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JPIE0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JPIE, CGDV

5.70%highest, JPIE

FundTrailing yieldYield$10k

JPIE5.70%$570

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$530most kept, JPIE

JPIE$570 − $40 = $530

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JPIE, CGDV

Today

[…]holdings […]

JPIECGDV

JPIE—[…]

CGDV[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%CGDV, at 12.6% volatility

JPIEWorst drop−1.9%1.9% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JPIECGDV

+1.8%Year to date+13.0%

5.7%Yield1.2%

+3.0%Past year+16.1%

0.40%Fee0.33%

3–1CGDV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026