Compare · 4 funds side by side · dividends reinvested

VYM, WCEO, CGDV and JEPQ

VYMVanguard×WCEOHypatia Capital×CGDVCapital Group×JEPQJ.P. Morgan×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,387VYM · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

VYM, WCEO, CGDV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.23%+17.1%+19.1%+20.3%+11.7%−6.7%10.8%$78.9B1.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$39.2B2.4

Hypatia Women CEO ETFUnsorted0.85%0.53%+19.9%+23.4%+18.1%[…]−7.3%14.5%$14M2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: VYM 2006 · WCEO 2023 · CGDV 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CGDV

More Ways to See the Pairs

CGDV vs VYM: Top 5 Holdings

Today

CGDV

24.0%in top 5

VYM

in top 518.2%

CGDVStockVYM

4.7%AVGO6.9%

6.6%MSFTnot top 5

5.3%NVDAnot top 5

4.0%METAnot top 5

not top 5JPM

Cost, Income and Risk

Fees: VYM, WCEO, CGDV, JEPQ

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

JEPQ0.35%$35

WCEO0.85%$85

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,387

$10,000 five years ago, dividends reinvested · they hold 23.2% in common

CGDVMeasureVYM

+12.7%Year to dateJan 1 → Nov 12+17.1%

+13.9%1 yearTotal return+19.1%

+23.6%3 years · per year$10,000 became $18,895 · $17,411+20.3%

[…]5 years · per year$10,000 became […] · $17,387+11.7%

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

1.24%Trailing 12-mo yield$124 · $223 a year on $10k2.23%

−9.7%Worst dropSmaller is better−6.7%

13.5%VolatilityLower is calmer10.8%

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

1–6VYM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.8%

3.3%ORCLnot top 5

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common23.2%

End-of-day Nov 12, 2026 · share of each fund

CGDV vs VYM Returns, Every Period

1Y

Capital GroupCGDV

+13.9%

past year

VYMVanguard

+19.1%

past year

CGDVVYMFaded: behind in that period

1–2VYM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

CGDV vs JEPQ

YTD

Capital GroupCGDV

+12.7%

JEPQJ.P. Morgan

+7.8%

+12.7%Year to date+7.8%

−9.7%Worst drop · 1Y−11.5%

13.5%Volatility · 1Y16.9%

1.2%Yield12.2%

$39.2BAssets$42.6B

3–1CGDV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: VYM, WCEO, CGDV, JEPQ

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

VYM2.23%$223

CGDV1.24%$124

WCEO0.53%$53

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

VYM$223 − $4 = $219

CGDV$124 − $33 = $91

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VYM, WCEO, CGDV, JEPQ

Today

28.4%most shared, CGDV and JEPQ

VYMWCEOCGDVJEPQ

VYM—7.2%23.2%12.2%

WCEO7.2%—0.7%1.4%

CGDV23.2%0.7%—28.4%

JEPQ12.2%1.4%28.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+23.4%WCEO, at 14.5% volatility

VYMWorst drop−6.7%10.8% vol

CGDVWorst drop−9.7%13.5% vol

WCEOWorst drop−7.3%14.5% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCEO

+7.8%Year to date+19.9%

12.2%Yield0.5%

+8.8%Past year+23.4%

0.35%Fee0.85%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

VYM, WCEO, CGDV and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four