Compare · 3 funds side by side · dividends reinvested

MDPL, CGDV and JEPI

MDPLMonarch×CGDVCapital Group×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,635JEPI · best of the three

02 / 04

MDPL, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B1.9

Monarch Dividend Plus ETFIncome · Dividend stocks1.19%1.31%+16.7%+23.7%[…][…]−12.4%17.4%$62M2.2

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

End-of-day Nov 4, 2026 · returns include dividends · since: MDPL 2024 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Dividend Plus ETF · $62M[…]

MDPL

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

MDPLMeasureCGDV

+16.7%Year to dateJan 1 → Nov 4+14.6%

+23.7%1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $20,044+26.1%

[…]5 years · per year[…]

1.19%Expense ratio$119 · $33 a year on $10k · lower is better0.33%

1.31%Trailing 12-mo yield$131 · $122 a year on $10k1.22%

−12.4%Worst dropSmaller is better−9.7%

17.4%VolatilityLower is calmer12.6%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MDPL vs CGDV: Top 5 Holdings

Today

MDPL

18.1%in top 5

CGDV

in top 524.6%

MDPLStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

3.8%BAHnot top 5

3.6%OSKnot top 5

3.6%ACNnot top 5

3.6%FDSnot top 5

3.5%KBRnot top 5

not top 5RTX3.3%

Held in common3.0%

End-of-day Nov 4, 2026 · share of each fund

MDPL vs CGDV Returns, Every Period

MonarchMDPL

+23.7%

past year

CGDVCapital Group

+17.5%

past year

MDPLCGDVFaded: behind in that period

2–0MDPL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MDPL vs JEPI

YTD

MonarchMDPL

+16.7%

JEPIJ.P. Morgan

+8.8%

+16.7%Year to date+8.8%

−12.4%Worst drop · 1Y−6.7%

17.4%Volatility · 1Y8.1%

1.3%Yield7.8%

$61.9MAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDPL, CGDV, JEPI

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

MDPL1.19%$119

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MDPL, CGDV, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

MDPL1.31%$131

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

CGDV$122 − $33 = $89

MDPL$131 − $119 = $12

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MDPL, CGDV, JEPI

Today

27.1%most shared, CGDV and JEPI

MDPLCGDVJEPI

MDPL—3.0%1.0%

CGDV3.0%—27.1%

JEPI1.0%27.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.7%MDPL, at 17.4% volatility

JEPIWorst drop−6.7%8.1% vol

CGDVWorst drop−9.7%12.6% vol

MDPLWorst drop−12.4%17.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIMDPL

+8.8%Year to date+16.7%

7.8%Yield1.3%

+11.9%Past year+23.7%

0.35%Fee1.19%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026