Compare · 3 funds side by side · dividends reinvested

SCAP, CGDV and JEPI

SCAPInfraCap×CGDVCapital Group×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,108JEPI · best of the three

02 / 04

SCAP, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.6

Infrastructure Capital Small Cap Income ETFIncome · Dividend stocks2.20%8.66%−0.1%+6.5%[…][…]−13.9%17.8%$18M2.7

Rank among the three1st → 3rdFee, 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: SCAP 2023 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Infrastructure Capital Small Cap Income ETF · $18M[…]

SCAP

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

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

SCAPMeasureCGDV

−0.1%Year to dateJan 1 → Nov 5+9.7%

+6.5%1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $19,064+24.0%

[…]5 years · per year[…]

2.20%Expense ratio$220 · $33 a year on $10k · lower is better0.33%

8.66%Trailing 12-mo yield$866 · $127 a year on $10k1.27%

−13.9%Worst dropSmaller is better−9.7%

17.8%VolatilityLower is calmer13.4%

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

1–5CGDV wins

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

More Ways to See the Pairs

SCAP vs CGDV: Top 5 Holdings

Today

SCAP

25.3%in top 5

CGDV

in top 524.4%

SCAPStockCGDV

11.1%IWMnot top 5

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

3.8%KTBnot top 5

3.6%HIInot top 5

3.5%48251W50not top 5

3.3%KBHnot top 5

not top 5RTX3.2%

Held in common0.0%

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

SCAP vs CGDV Returns, Every Period

InfraCapSCAP

+6.5%

past year

CGDVCapital Group

+13.2%

past year

SCAPCGDVFaded: behind in that period

0–2CGDV wins

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

SCAP vs JEPI

YTD

InfraCapSCAP

−0.1%

JEPIJ.P. Morgan

+5.2%

−0.1%Year to date+5.2%

−13.9%Worst drop · 1Y−6.7%

17.8%Volatility · 1Y8.8%

8.7%Yield8.1%

$17.7MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: SCAP, CGDV, JEPI

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

SCAP2.20%$220

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

Yields: SCAP, CGDV, JEPI

8.66%highest, SCAP

FundTrailing yieldYield$10k

SCAP8.66%$866

JEPI8.09%$809

CGDV1.27%$127

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCAP$866 − $220 = $646

CGDV$127 − $33 = $94

KeptFee

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

Overlap: SCAP, CGDV, JEPI

Today

27.2%most shared, CGDV and JEPI

SCAPCGDVJEPI

SCAP—0.0%0.0%

CGDV0.0%—27.2%

JEPI0.0%27.2%—

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

Return vs Bumpiness: 3 ETFs

+13.2%CGDV, at 13.4% volatility

JEPIWorst drop−6.7%8.8% vol

CGDVWorst drop−9.7%13.4% vol

SCAPWorst drop−13.9%17.8% vol

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

Paid More vs Made More

YTD

SCAPCGDV

−0.1%Year to date+9.7%

8.7%Yield1.3%

+6.5%Past year+13.2%

2.20%Fee0.33%

3–1CGDV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026