Compare JPRF and CGDV

JPRF and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B1.1

JPMorgan Preferred and Income Securities ETFIncome · Dividend stocks0.61%1.93%[…][…][…][…][…][…]$2.2B1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

1Y

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 CGDV

YTD

J.P. MorganJPRF

[…]

CGDVCapital Group

+9.7%

[…]Year to date+9.7%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y13.4%

1.9%Yield1.3%

$2.2BAssets$39.5B

1–0JPRF wins

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

Cost, Income and Risk

Fees: JPRF, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JPRF0.61%$61

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

Yields: JPRF, CGDV

1Y

1.93%highest, JPRF

FundTrailing yieldYield$10k

JPRF1.93%$193

CGDV1.27%$127

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

Income After Fees on $10,000

1Y

$132most kept, JPRF

JPRF$193 − $61 = $132

CGDV$127 − $33 = $94

KeptFee

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

Overlap: JPRF, CGDV

Today

0.0%most shared, JPRF and CGDV

JPRFCGDV

JPRF—0.0%

CGDV0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+13.2%CGDV, at 13.4% volatility

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

JPRFCGDV

[…]Year to date+9.7%

1.9%Yield1.3%

[…]Past year+13.2%

0.61%Fee0.33%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026