Compare · 4 funds side by side · dividends reinvested

VYM, WCEO, CGDV and JEPQ

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941VYM · best of the four

02 / 04

VYM, WCEO, CGDV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.4

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

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$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 6, 2026 · returns include dividends · since: VYM 2006 · WCEO 2023 · CGDV 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$16,941

VYM

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 22.8% in common

VYMMeasureCGDV

+12.8%Year to dateJan 1 → Nov 6+9.6%

+16.5%1 yearTotal return+12.9%

+19.6%3 years · per year$10,000 became $17,107 · $18,840+23.5%

+11.1%5 years · per year$10,000 became $16,941 · […][…]

0.04%Expense ratio$4 · $33 a year on $10k · lower is better0.33%

2.31%Trailing 12-mo yield$231 · $127 a year on $10k1.27%

−6.7%Worst dropSmaller is better−9.7%

10.6%VolatilityLower is calmer13.4%

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

6–1VYM wins

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

More Ways to See the Pairs

VYM vs CGDV: Top 5 Holdings

Today

VYM

18.2%in top 5

CGDV

in top 523.9%

VYMStockCGDV

not top 5MSFT7.0%

6.9%AVGO4.0%

not top 5NVDA5.7%

not top 5META3.9%

3.8%JPMnot top 5

not top 5RTX3.2%

2.8%XOMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot top 5

Held in common22.8%

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

VYM vs CGDV Returns, Every Period

VanguardVYM

+16.5%

past year

CGDVCapital Group

+12.9%

past year

VYMCGDVFaded: behind in that period

2–1VYM wins

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

VYM vs JEPQ

YTD

VanguardVYM

+12.8%

JEPQJ.P. Morgan

+3.2%

+12.8%Year to date+3.2%

−6.7%Worst drop · 1Y−11.5%

10.6%Volatility · 1Y16.7%

2.3%Yield12.8%

$78.9BAssets$42.6B

3–1VYM wins

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

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 6, 2026 · fee on $10,000 a year

Yields: VYM, WCEO, CGDV, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

VYM2.31%$231

CGDV1.27%$127

WCEO0.55%$55

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

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

Overlap: VYM, WCEO, CGDV, JEPQ

Today

28.8%most shared, CGDV and JEPQ

VYMWCEOCGDVJEPQ

VYM—7.2%22.8%12.1%

WCEO7.2%—0.7%1.2%

CGDV22.8%0.7%—28.8%

JEPQ12.1%1.2%28.8%—

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

VYMWorst drop−6.7%10.6% vol

CGDVWorst drop−9.7%13.4% vol

WCEOWorst drop−7.3%14.3% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQWCEO

+3.2%Year to date+16.7%

12.8%Yield0.5%

+4.5%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

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