Compare · 3 funds side by side · dividends reinvested

JPRF, CGDV and VIG

JPRFJ.P. Morgan×CGDVCapital Group×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

JPRF, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

JPMorgan Preferred and Income Securities ETFIncome · Dividend stocks0.61%1.93%[…][…][…][…][…][…]$2.2B2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JPRF 2022 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Preferred and Income Securities ETF · $2.2B[…]

JPRF

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JPRFMeasureCGDV

[…]Year to dateJan 1 → Nov 5+9.7%

[…]1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $19,064+24.0%

[…]5 years · per year[…]

0.61%Expense ratio$61 · $33 a year on $10k · lower is better0.33%

1.93%Trailing 12-mo yield$193 · $127 a year on $10k1.27%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer13.4%

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

1–1Level

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

More Ways to See the Pairs

JPRF vs CGDV: Top 5 Holdings

Today

JPRF

7.0%in top 5

CGDV

in top 524.4%

JPRFStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

2.9%PGXnot top 5

1.1%MS-POnot top 5

1.0%T-PCnot top 5

1.0%WFC-PZnot top 5

1.0%MS-PQnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

JPRF vs CGDV Returns, Every Period

J.P. MorganJPRF

[…]

past year

CGDVCapital Group

+13.2%

past year

Returns […]

JPRFCGDVFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JPRF vs VIG

YTD

J.P. MorganJPRF

[…]

VIGVanguard

+12.5%

[…]Year to date+12.5%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y10.8%

1.9%Yield1.5%

$2.2BAssets$109B

1–0JPRF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JPRF, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JPRF0.61%$61

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JPRF, CGDV, VIG

1.93%highest, JPRF

FundTrailing yieldYield$10k

JPRF1.93%$193

VIG1.49%$149

CGDV1.27%$127

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

JPRF$193 − $61 = $132

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JPRF, CGDV, VIG

Today

29.5%most shared, CGDV and VIG

JPRFCGDVVIG

JPRF—0.0%0.0%

CGDV0.0%—29.5%

VIG0.0%29.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

JPRFWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JPRFVIG

[…]Year to date+12.5%

1.9%Yield1.5%

[…]Past year+15.2%

0.61%Fee0.04%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026