CSHI vs CGDV5YCSHICSHIAvsBCGDVCGDVNeos Enhanced Income Cash Alternative ETF · $2.1BCapital Group Dividend Value ETF · $39.0BReturns · dividends in+5.2%3 years · per year$11,636 · $18,844+23.5%[…]5 years · per year[…]Cost and income0.38%Expense ratio$38 · $33 on $10k · lower wins0.33%5.25%12-mo yield$525 · $124 on $10k1.24%
$10,000 in CSHI, CGDV, JEPI5Y$10k startJEPI $14.5kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CSHI, CGDV, JEPIToday27.1%most shared, CGDV and JEPICSHICGDVJEPICSHI—0.0%0.0%CGDV0.0%—27.1%JEPI0.0%27.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CSHI vs CGDV5YACSHINeos Enhanced Income Cash Alternative[…]vsCGDVBCapital Group Dividend Value[…]MeasureCSHICGDVFee0.38%0.33%Cost on $10k a year$38$33Yield5.25%1.24%5 years, per year[…][…]3 years, per year+5.2%+23.5%Worst drop · 1Y−0.3%−9.7%Volatility · 1Y0.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.0B2ACSHINeos Enhanced Income Cash Alternative ETFReadDesk0.38%5.25%0.0%+4.1%+4.7%+5.2%new−0.3%$2.1B3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.0B2ACSHINeos Enhanced Income Cash Alternative ETFReadDesk0.38%5.25%0.0%+4.1%+4.7%+5.2%new−0.3%$2.1B3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: CSHI, CGDV, JEPIToday27.1%most shared, CGDV and JEPICSHICGDVJEPICSHI—0.0%0.0%CGDV0.0%—27.1%JEPI0.0%27.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$752most kept, JEPIJEPI$787 − $35 = $752CSHI$525 − $38 = $487CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee