Compare · 3 funds side by side · dividends reinvested

SDEM, CGDV and JEPI

SDEMGlobal X×CGDVCapital Group×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

SDEM, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.9

Global X - MSCI SuperDividend Emerging Markets ETFIncome · Dividend stocks0.66%5.23%+11.7%+14.1%+19.8%+6.2%−9.0%15.3%$43M2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SDEM 2015 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Global X - MSCI SuperDividend Emerging Markets ETF · $43M$13,532

SDEM

CGDV

Capital Group Dividend Value ETF · $37.9B[…]

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

SDEMMeasureCGDV

+11.7%Year to dateJan 1 → Nov 6+9.6%

+14.1%1 yearTotal return+12.9%

+19.8%3 years · per year$10,000 became $17,177 · $18,840+23.5%

+6.2%5 years · per year$10,000 became $13,532 · […][…]

0.66%Expense ratio$66 · $33 a year on $10k · lower is better0.33%

5.23%Trailing 12-mo yield$523 · $127 a year on $10k1.27%

−9.0%Worst dropSmaller is better−9.7%

15.3%VolatilityLower is calmer13.4%

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

4–3SDEM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDEM vs CGDV: Top 5 Holdings

Today

SDEM

11.5%in top 5

CGDV

in top 523.9%

SDEMStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

2.5%0902.HKnot top 5

2.4%601216.Snot top 5

2.2%FUNO11.Mnot top 5

2.2%VIVT3.SAnot top 5

2.2%ITUB4.SAnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SDEM vs CGDV Returns, Every Period

Global XSDEM

+14.1%

past year

CGDVCapital Group

+12.9%

past year

SDEMCGDVFaded: behind in that period

2–1SDEM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SDEM vs JEPI

YTD

Global XSDEM

+11.7%

JEPIJ.P. Morgan

+5.3%

+11.7%Year to date+5.3%

−9.0%Worst drop · 1Y−6.7%

15.3%Volatility · 1Y8.8%

5.2%Yield8.1%

$43.3MAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDEM, CGDV, JEPI

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

SDEM0.66%$66

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SDEM, CGDV, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SDEM5.23%$523

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SDEM$523 − $66 = $457

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SDEM, CGDV, JEPI

Today

27.1%most shared, CGDV and JEPI

SDEMCGDVJEPI

SDEM—0.0%0.0%

CGDV0.0%—27.1%

JEPI0.0%27.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.1%SDEM, at 15.3% volatility

JEPIWorst drop−6.7%8.8% vol

CGDVWorst drop−9.7%13.4% vol

SDEMWorst drop−9.0%15.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISDEM

+5.3%Year to date+11.7%

8.1%Yield5.2%

+8.2%Past year+14.1%

0.35%Fee0.66%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026