Compare · 4 funds side by side · dividends reinvested

MLPI, CGDV, JEPQ and SCHD

MLPINEOS×CGDVCapital Group×JEPQJ.P. Morgan×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeMLPI · 14.02% · $1,402 a year on $10k

Story of the four · RiskSmallest drop

MLPI, CGDV, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.8B2.3

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.02%+16.4%[…][…][…][…][…]$893M2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: MLPI 2025 · CGDV 2022 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

MLP & Energy Infrastructure High Income ETF · $893M[…]

MLPI

More Ways to See the Pairs

MLPI vs CGDV: Top 5 Holdings

Today

MLPI

32.4%in top 5

CGDV

in top 524.1%

MLPIStockCGDV

9.3%WMBnot top 5

not top 5MSFT6.8%

6.7%KMInot top 5

6.4%OKEnot top 5

not top 5NVDA5.3%

Cost, Income and Risk

Fees: MLPI, CGDV, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

JEPQ0.35%$35

MLPI0.68%$68

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

CGDV

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

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

MLPIMeasureCGDV

+16.4%Year to dateJan 1 → Nov 11+13.5%

[…]1 yearTotal return+15.0%

[…]3 years · per year$10,000 became […] · $19,001+23.9%

[…]5 years · per year[…]

0.68%Expense ratio$68 · $33 a year on $10k · lower is better0.33%

14.02%Trailing 12-mo yield$1,402 · $123 a year on $10k1.23%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer13.5%

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

2–1MLPI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.2%LNGnot top 5

4.9%TRGPnot top 5

not top 5AVGO4.6%

not top 5META4.2%

not top 5GE3.3%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

MLPI vs CGDV Returns, Every Period

1Y

NEOSMLPI

[…]

past year

CGDVCapital Group

+15.0%

past year

MLPICGDVFaded: behind in that period

1–0MLPI wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

MLPI vs JEPQ

YTD

NEOSMLPI

+16.4%

JEPQJ.P. Morgan

+8.1%

+16.4%Year to date+8.1%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

14.0%Yield12.2%

$893MAssets$42.0B

2–0MLPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: MLPI, CGDV, JEPQ, SCHD

1Y

14.02%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.02%$1,402

JEPQ12.20%$1,220

SCHD2.93%$293

CGDV1.23%$123

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,334most kept, MLPI

MLPI$1,402 − $68 = $1,334

JEPQ$1,220 − $35 = $1,185

SCHD$293 − $6 = $287

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: MLPI, CGDV, JEPQ, SCHD

Today

28.5%most shared, CGDV and JEPQ

MLPICGDVJEPQSCHD

MLPI—0.0%0.0%1.3%

CGDV0.0%—28.5%5.8%

JEPQ0.0%28.5%—3.8%

SCHD1.3%5.8%3.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

MLPIWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

MLPISCHD

+16.4%Year to date+34.6%

14.0%Yield2.9%

[…]Past year+39.3%

0.68%Fee0.06%

2–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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MLPI, CGDV, JEPQ and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four