JEPI vs CGDV

AJEPI

BCGDV

Measures won3–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI

Lowest cost0.33%CGDV · $33 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common27.2%JEPI and CGDV

JEPI

CGDV

JPMorgan Equity Premium Income ETF · $46.1BCapital Group Dividend Value ETF · $39.0B

+11.0%3 years · per year$13,674 · $19,064+24.0%

+7.1%5 years · per year$14,108 · […][…]

0.35%Expense ratio$35 · $33 on $10k · lower wins0.33%

8.09%12-mo yield$809 · $127 on $10k1.27%

−6.7%Worst dropSmaller wins−9.7%

8.8%VolatilityLower wins13.4%

3–2JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · CGDV

2.0%MSFT7.0%

1.9%AAPL1.9%

1.9%AMZN2.5%

2.0%MA1.7%

Held in common27.2%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPI vs CGDV

JEPI

JPMorgan Equity Premium Income

$14,108

CGDV

Capital Group Dividend Value

[…]

MeasureJEPICGDV

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield8.09%1.27%

5 years, per year+7.1%[…]

3 years, per year+11.0%+24.0%

Worst drop · 1Y−6.7%−9.7%

Volatility · 1Y8.8%13.4%

3–2measures won
JEPI first

27.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JEPI, CGDV

Today

27.2%most shared, JEPI and CGDV

JEPICGDV

JEPI—27.2%

CGDV27.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee