Compare · 4 funds side by side · dividends reinvested

YRAM, CGDV, JEPI and VIG

YRAMYieldMax×CGDVCapital Group×JEPIJ.P. Morgan×VIGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,653VIG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

YRAM, CGDV, JEPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.7B2.4

YieldMax Memory and Storage Portfolio Option Income ETFIncome · Premium income1.01%7.73%[…][…][…][…][…][…]$5M3.0

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: YRAM 2026 · CGDV 2022 · JEPI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

YieldMax Memory and Storage Portfolio Option Income ETF · $5M[…]

YRAM

More Ways to See the Pairs

YRAM vs CGDV: Top 5 Holdings

Today

YRAM

34.3%in top 5

CGDV

in top 524.1%

YRAMStockCGDV

15.6%MUnot top 5

not top 5MSFT6.8%

not top 5NVDA5.3%

5.2%WDCnot top 5

4.9%STXnot top 5

Cost, Income and Risk

Fees: YRAM, CGDV, JEPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPI0.35%$35

YRAM1.01%$101

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

CGDV

Capital Group Dividend Value ETF · $38.7B[…]

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

YRAMMeasureCGDV

[…]Year to dateJan 1 → Nov 12+13.5%

[…]1 yearTotal return+15.0%

[…]3 years · per year$10,000 became […] · $19,001+23.9%

[…]5 years · per year[…]

1.01%Expense ratio$101 · $33 a year on $10k · lower is better0.33%

7.73%Trailing 12-mo yield$773 · $123 a year on $10k1.23%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer13.5%

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

1–1Level

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

not top 5AVGO4.6%

4.5%SNDKnot top 5

not top 5META4.2%

4.0%Pnot top 5

not top 5GE3.3%

Held in common1.5%

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

YRAM vs CGDV Returns, Every Period

1Y

YieldMaxYRAM

[…]

past year

CGDVCapital Group

+15.0%

past year

Returns […]

YRAMCGDVFaded: behind in that period

0–0Level

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

YRAM vs JEPI

YTD

YieldMaxYRAM

[…]

JEPIJ.P. Morgan

+8.6%

[…]Year to date+8.6%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

7.7%Yield7.8%

$5.5MAssets$46.8B

1–0JEPI wins

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

Yields: YRAM, CGDV, JEPI, VIG

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

YRAM7.73%$773

VIG1.45%$145

CGDV1.23%$123

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

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

YRAM$773 − $101 = $672

VIG$145 − $4 = $141

CGDV$123 − $33 = $90

KeptFee

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

Overlap: YRAM, CGDV, JEPI, VIG

Today

31.5%most shared, JEPI and VIG

YRAMCGDVJEPIVIG

YRAM—1.5%1.3%0.0%

CGDV1.5%—27.3%29.3%

JEPI1.3%27.3%—31.5%

VIG0.0%29.3%31.5%—

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

Return vs Bumpiness: 4 ETFs

1Y

+17.8%VIG, at 11.0% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

CGDVWorst drop−9.7%13.5% vol

YRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIVIG

+8.6%Year to date+16.0%

7.8%Yield1.4%

+11.2%Past year+17.8%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

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YRAM, CGDV, JEPI and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four