Compare · 4 funds side by side · dividends reinvested

VIG, WCEO, JEPI and CGDV

VIGVanguard×WCEOHypatia Capital×JEPIJ.P. Morgan×CGDVCapital Group×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,243VIG · best of the four

02 / 04

VIG, WCEO, JEPI and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.5

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.7%+20.1%+18.6%[…]−7.3%14.3%$14M2.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.7

Rank among the four1st → 4thFee, 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: VIG 2006 · WCEO 2023 · JEPI 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

CGDV

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 29.4% in common

CGDVMeasureVIG

+9.6%Year to dateJan 1 → Nov 6+12.1%

+12.9%1 yearTotal return+14.3%

+23.5%3 years · per year$10,000 became $18,840 · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.33%Expense ratio$33 · $4 a year on $10k · lower is better0.04%

1.27%Trailing 12-mo yield$127 · $150 a year on $10k1.50%

−9.7%Worst dropSmaller is better−7.9%

13.4%VolatilityLower is calmer10.8%

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

1–6VIG wins

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

More Ways to See the Pairs

CGDV vs VIG: Top 5 Holdings

Today

CGDV

23.9%in top 5

VIG

in top 522.1%

CGDVStockVIG

7.0%MSFT4.9%

5.7%NVDAnot top 5

not top 5AAPL4.9%

4.0%AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.9%METAnot top 5

3.2%RTXnot top 5

Held in common29.4%

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

CGDV vs VIG Returns, Every Period

Capital GroupCGDV

+12.9%

past year

VIGVanguard

+14.3%

past year

CGDVVIGFaded: behind in that period

1–2VIG wins

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

CGDV vs JEPI

YTD

Capital GroupCGDV

+9.6%

JEPIJ.P. Morgan

+5.3%

+9.6%Year to date+5.3%

−9.7%Worst drop · 1Y−6.7%

13.4%Volatility · 1Y8.8%

1.3%Yield8.1%

$39.5BAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: VIG, WCEO, JEPI, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPI0.35%$35

WCEO0.85%$85

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

Yields: VIG, WCEO, JEPI, CGDV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VIG1.50%$150

CGDV1.27%$127

WCEO0.55%$55

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

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

Overlap: VIG, WCEO, JEPI, CGDV

Today

30.7%most shared, VIG and JEPI

VIGWCEOJEPICGDV

VIG—4.8%30.7%29.4%

WCEO4.8%—6.7%0.7%

JEPI30.7%6.7%—27.1%

CGDV29.4%0.7%27.1%—

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

Return vs Bumpiness: 4 ETFs

+20.1%WCEO, at 14.3% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

WCEOWorst drop−7.3%14.3% vol

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

Paid More vs Made More

YTD

JEPIWCEO

+5.3%Year to date+16.7%

8.1%Yield0.5%

+8.2%Past year+20.1%

0.35%Fee0.85%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026