Compare · 3 funds side by side · dividends reinvested

WCMI, CGDV and JEPQ

WCMIFirst Trust×CGDVCapital Group×JEPQJ.P. Morgan×

Versus in desk

Story of the three · CostLowest cost

01 / 03

IWD+0.0%

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Portfolio

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

WCMI, CGDV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$37.8B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B2.1

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+8.0%+11.8%[…][…]−12.5%20.9%$2.1B2.7

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

End-of-day Nov 10, 2026 · returns include dividends · since: WCMI 2020 · CGDV 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Dividend Value ETF · $37.8B[…]

CGDV

WCMI

First Trust WCM International Equity ETF · $2.1B[…]

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

CGDV

More Ways to See the Pairs

CGDV vs WCMI: Top 5 Holdings

Today

CGDV

24.3%in top 5

WCMI

in top 522.0%

CGDVStockWCMI

6.9%MSFTnot top 5

not top 52330.TW6.7%

5.6%NVDAnot top 5

4.4%AVGOnot top 5

not top 5CSU.TO

Cost, Income and Risk

Fees: WCMI, CGDV, JEPQ

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$35

WCMI0.85%$85

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

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

WCMI

+12.1%Year to dateJan 1 → Nov 10+8.0%

+15.4%1 yearTotal return+11.8%

+23.3%3 years · per year$10,000 became $18,754 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $85 a year on $10k · lower is better0.85%

1.24%Trailing 12-mo yield$124 · $57 a year on $10k0.57%

−9.7%Worst dropSmaller is better−12.5%

13.5%VolatilityLower is calmer20.9%

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

6–0CGDV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%

4.2%METAnot top 5

not top 5BAB.L3.9%

not top 5SONY3.5%

not top 5LTMC.MI3.5%

3.2%GEnot top 5

Held in common1.6%

End-of-day Nov 10, 2026 · share of each fund

CGDV vs WCMI Returns, Every Period

1Y

Capital GroupCGDV

+15.4%

past year

WCMIFirst Trust

+11.8%

past year

CGDVWCMIFaded: behind in that period

2–0CGDV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CGDV vs JEPQ

YTD

Capital GroupCGDV

+12.1%

JEPQJ.P. Morgan

+6.0%

+12.1%Year to date+6.0%

−9.7%Worst drop · 1Y−11.5%

13.5%Volatility · 1Y16.9%

1.2%Yield12.4%

$37.8BAssets$40.7B

3–1CGDV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: WCMI, CGDV, JEPQ

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

CGDV1.24%$124

WCMI0.57%$57

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

CGDV$124 − $33 = $91

WCMI$57 − $85 = −$28

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: WCMI, CGDV, JEPQ

Today

28.8%most shared, CGDV and JEPQ

WCMICGDVJEPQ

WCMI—1.6%0.2%

CGDV1.6%—28.8%

JEPQ0.2%28.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.4%CGDV, at 13.5% volatility

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

WCMIWorst drop−12.5%20.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCGDV

+6.0%Year to date+12.1%

12.4%Yield1.2%

+8.8%Past year+15.4%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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WCMI, CGDV and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: WCMI, CGDV, JEPQ