Compare · 3 funds side by side · dividends reinvested

SMCL, CGDV and JEPI

SMCLGraniteShares×CGDVCapital Group×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,519JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the three · RiskSmallest drop

SMCL, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.2B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B1.5

GraniteShares ETF Trust - GraniteShares 2x Long SMCI Daily ETFSingle-Stock Leverage1.58%0.00%−75.9%−86.7%[…][…]−86.7%209.9%$24M3.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: SMCL 2024 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

GraniteShares ETF Trust - GraniteShares 2x Long SMCI Daily ETF · $24M[…]

SMCL

CGDV

Capital Group Dividend Value ETF · $39.2B[…]

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

SMCL

More Ways to See the Pairs

SMCL vs CGDV: Top 5 Holdings

Today

SMCL

66.6%in top 5

CGDV

in top 524.0%

SMCLStockCGDV

66.6%SMCInot top 5

not top 5MSFT6.6%

not top 5NVDA5.3%

not top 5AVGO4.7%

not top 5META4.0%

Cost, Income and Risk

Fees: SMCL, CGDV, JEPI

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

SMCL1.58%$158

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SMCL, CGDV, JEPI

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

CGDV

−75.9%Year to dateJan 1 → Nov 13+12.3%

−86.7%1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $18,844+23.5%

[…]5 years · per year[…]

1.58%Expense ratio$158 · $33 a year on $10k · lower is better0.33%

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

−86.7%Worst dropSmaller is better−9.7%

209.9%VolatilityLower is calmer13.5%

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

0–6CGDV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5ORCL3.3%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

SMCL vs CGDV Returns, Every Period

1Y

GraniteSharesSMCL

−86.7%

past year

CGDVCapital Group

+13.2%

past year

SMCLCGDVFaded: behind in that period

0–2CGDV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Income: SMCL vs JEPI

YTD

GraniteSharesSMCL

−75.9%

JEPIJ.P. Morgan

+8.2%

−75.9%Year to date+8.2%

−86.7%Worst drop · 1Y−6.7%

209.9%Volatility · 1Y9.0%

0.0%Yield7.9%

$23.9MAssets$47.3B

4–0JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

CGDV1.24%$124

SMCL0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

CGDV$124 − $33 = $91

SMCL$0 − $158 = −$158

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SMCL, CGDV, JEPI

Today

27.1%most shared, CGDV and JEPI

SMCLCGDVJEPI

SMCL—0.0%0.0%

CGDV0.0%—27.1%

JEPI0.0%27.1%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.2%CGDV, at 13.5% volatility

JEPIWorst drop−6.7%9.0% vol

CGDVWorst drop−9.7%13.5% vol

SMCLWorst drop−86.7%209.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICGDV

+8.2%Year to date+12.3%

7.9%Yield1.2%

+9.6%Past year+13.2%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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SMCL, CGDV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three