Compare · 2 funds side by side · dividends reinvested

JEPQ and DGRO

Not found: PAPI, CGDV

JEPQJ.P. Morgan×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,941DGRO · best of the two

02 / 04

JEPQ and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$44.9B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B1.9

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: JEPQ 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

DGRO

iShares Core Dividend Growth ETF · $44.9B$16,941

$10,000 five years ago, dividends reinvested · they hold 19.5% in common

JEPQMeasureDGRO

+8.5%Year to dateJan 1 → Nov 5+17.2%

+9.3%1 yearTotal return+21.2%

+20.3%3 years · per year$10,000 became $17,406 · $17,770+21.1%

[…]5 years · per year$10,000 became […] · $16,941+11.1%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

12.17%Trailing 12-mo yield$1,217 · $186 a year on $10k1.86%

−8.8%Worst dropSmaller is better−6.5%

15.5%VolatilityLower is calmer10.2%

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

1–6DGRO wins

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

More Ways to See the Pairs

JEPQ vs DGRO: Top 5 Holdings

Today

JEPQ

28.3%in top 5

DGRO

in top 514.9%

JEPQStockDGRO

7.1%AAPL3.0%

6.8%NVDAnot top 5

6.0%MSFT3.2%

4.2%GOOGnot top 5

4.2%AMZNnot top 5

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common19.5%

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

JEPQ vs DGRO Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

DGROiShares

+21.2%

past year

JEPQDGROFaded: behind in that period

0–3DGRO wins

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

JEPQ vs DGRO

YTD

J.P. MorganJEPQ

+8.5%

DGROiShares

+17.2%

+8.5%Year to date+17.2%

−8.8%Worst drop · 1Y−6.5%

15.5%Volatility · 1Y10.2%

12.2%Yield1.9%

$42.6BAssets$44.9B

3–1DGRO wins

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

Cost, Income and Risk

Fees: JEPQ, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPQ0.35%$35

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

Yields: JEPQ, DGRO

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

DGRO1.86%$186

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

DGRO$186 − $8 = $178

KeptFee

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

Overlap: JEPQ, DGRO

Today

19.5%most shared, JEPQ and DGRO

JEPQDGRO

JEPQ—19.5%

DGRO19.5%—

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

Return vs Bumpiness: 2 ETFs

+21.2%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQDGRO

+8.5%Year to date+17.2%

12.2%Yield1.9%

+9.3%Past year+21.2%

0.35%Fee0.08%

3–1DGRO wins

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

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