JEPI vs CGDV

AJEPI

BCGDV

Measures won3–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,510JEPI

Lowest cost0.33%CGDV · $33 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common27.1%JEPI and CGDV

JPMorgan Equity Premium Income ETF · $47.3BCapital Group Dividend Value ETF · $39.2B

+11.1%3 years · per year$13,724 · $18,895+23.6%

+7.7%5 years · per year$14,510 · […][…]

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

7.86%12-mo yield$786 · $124 on $10k

Cards for this view

JEPI

JPMorgan Equity Premium Income

$14,510

CGDV

Capital Group Dividend Value

[…]

MeasureJEPICGDV

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield7.86%1.24%

5 years, per year+7.7%[…]

3 years, per year+11.1%+23.6%

Worst drop · 1Y−6.7%−9.7%

Volatility · 1Y9.0%

#
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
2	TIZE	TCW Securitized Income ETFRead Desk	0.40%	0.77%	−0.2%	new	new	new	new	[…]	$31M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$39.2B

#
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
2	TIZE	TCW Securitized Income ETFRead Desk	0.40%	0.77%	−0.2%	new	new	new	new	[…]	$31M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$39.2B

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