Compare · 4 funds side by side · dividends reinvested

RAM, JEPI, CGDV and VYM

RAMRoundhill×JEPIJ.P. Morgan×CGDVCapital Group×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

RAM, JEPI, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.3

Roundhill T-REX 2X Long DRAM Daily Target ETFSingle-Stock Leverage1.50%0.00%[…][…][…][…][…][…]$303M4.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: RAM 2026 · JEPI 2020 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill T-REX 2X Long DRAM Daily Target ETF · $303M[…]

RAM

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

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

RAMMeasureCGDV

[…]Year to dateJan 1 → Nov 9+12.1%

[…]1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $18,934+23.7%

[…]5 years · per year[…]

1.50%Expense ratio$150 · $33 a year on $10k · lower is better0.33%

0.00%Trailing 12-mo yield$0 · $124 a year on $10k1.24%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer13.5%

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

0–2CGDV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RAM vs CGDV: Top 5 Holdings

Today

RAM

200.1%in top 5

CGDV

in top 524.2%

RAMStockCGDV

200.1%DRAMnot top 5

not top 5MSFT6.9%

not top 5NVDA5.9%

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

RAM vs CGDV Returns, Every Period

RoundhillRAM

[…]

past year

CGDVCapital Group

+16.1%

past year

Returns […]

RAMCGDVFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Income: RAM vs JEPI

YTD

RoundhillRAM

[…]

JEPIJ.P. Morgan

+7.5%

[…]Year to date+7.5%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

0.0%Yield7.9%

$303MAssets$45.2B

1–0JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RAM, JEPI, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

JEPI0.35%$35

RAM1.50%$150

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: RAM, JEPI, CGDV, VYM

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

VYM2.26%$226

CGDV1.24%$124

RAM0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

RAM$0 − $150 = −$150

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: RAM, JEPI, CGDV, VYM

Today

27.5%most shared, JEPI and CGDV

RAMJEPICGDVVYM

RAM—0.0%0.0%0.0%

JEPI0.0%—27.5%25.8%

CGDV0.0%27.5%—22.8%

VYM0.0%25.8%22.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+19.5%VYM, at 10.8% volatility

JEPIWorst drop−6.7%9.0% vol

VYMWorst drop−6.7%10.8% vol

CGDVWorst drop−9.7%13.5% vol

RAMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVYM

+7.5%Year to date+15.4%

7.9%Yield2.3%

+10.9%Past year+19.5%

0.35%Fee0.04%

3–1VYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026