Compare · 3 funds side by side · dividends reinvested

ROM, CGDV and JEPQ

ROMProShares×CGDVCapital Group×JEPQJ.P. Morgan×

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,534ROM · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

ROM, CGDV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$38.8B1.6

ProShares - Ultra TechnologyLeveraged · 2x0.93%0.03%+22.6%+21.0%+39.7%+14.3%−37.3%57.6%$1.0B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: ROM 2007 · CGDV 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Ultra Technology · $1.0B$19,534

ROM

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 24.4% in common

ROMMeasure

More Ways to See the Pairs

ROM vs CGDV: Top 5 Holdings

Today

ROM

35.1%in top 5

CGDV

in top 524.3%

ROMStockCGDV

10.9%AAPLnot top 5

9.2%NVDA5.6%

8.6%MSFT6.9%

3.2%AVGO4.4%

not top 5META

Cost, Income and Risk

Fees: ROM, CGDV, JEPQ

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$35

ROM0.93%$93

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

Yields: ROM, CGDV, JEPQ

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

CGDV

+22.6%Year to dateJan 1 → Nov 10+12.1%

+21.0%1 yearTotal return+15.4%

+39.7%3 years · per year$10,000 became $27,269 · $18,754+23.3%

+14.3%5 years · per year$10,000 became $19,534 · […][…]

0.93%Expense ratio$93 · $33 a year on $10k · lower is better0.33%

0.03%Trailing 12-mo yield$3 · $124 a year on $10k1.24%

−37.3%Worst dropSmaller is better−9.7%

57.6%VolatilityLower is calmer13.5%

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

3–4CGDV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.2%

not top 5GE3.2%

3.2%AMDnot top 5

Held in common24.4%

End-of-day Nov 10, 2026 · share of each fund

ROM vs CGDV Returns, Every Period

1Y

ProSharesROM

+21.0%

past year

CGDVCapital Group

+15.4%

past year

ROMCGDVFaded: behind in that period

3–0ROM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: ROM vs JEPQ

YTD

ProSharesROM

+22.6%

JEPQJ.P. Morgan

+6.0%

+22.6%Year to date+6.0%

−37.3%Worst drop · 1Y−11.5%

57.6%Volatility · 1Y16.9%

0.0%Yield12.4%

$1.0BAssets$42.0B

3–1JEPQ wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

CGDV1.24%$124

ROM0.03%$3

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

CGDV$124 − $33 = $91

ROM$3 − $93 = −$90

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ROM, CGDV, JEPQ

Today

39.9%most shared, ROM and JEPQ

ROMCGDVJEPQ

ROM—24.4%39.9%

CGDV24.4%—28.8%

JEPQ39.9%28.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.0%ROM, at 57.6% volatility

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

ROMWorst drop−37.3%57.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQROM

+6.0%Year to date+22.6%

12.4%Yield0.0%

+8.8%Past year+21.0%

0.35%Fee0.93%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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ROM, CGDV and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three