WCEO vs CGDV

AWCEO

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · JEPI $14,108

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.7%WCEO and CGDV

WCEO

CGDV

Hypatia Women CEO ETF · $14MCapital Group Dividend Value ETF · $39.0B

+18.6%3 years · per year$16,664 · $19,064+24.0%

[…]5 years · per year[…]

0.85%Expense ratio$85 · $33 on $10k · lower wins0.33%

0.55%12-mo yield$55 · $127 on $10k1.27%

−7.3%Worst dropSmaller wins−9.7%

14.3%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsWCEO · CGDV

0.5%GD1.0%

0.2%VRTX0.7%

Held in common0.7%

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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
3	AWCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	−3.6%	+16.5%	+20.7%	+18.6%	new	−7.3%	$14M
4	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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
3	AWCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	−3.6%	+16.5%	+20.7%	+18.6%	new	−7.3%	$14M
4	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

WCEO vs CGDV

WCEO

Hypatia Women CEO

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureWCEOCGDV

Fee0.85%0.33%

Cost on $10k a year$85$33

Yield0.55%1.27%

5 years, per year[…][…]

3 years, per year+18.6%+24.0%

Worst drop · 1Y−7.3%−9.7%

Volatility · 1Y14.3%13.4%

4–1measures won
CGDV first

0.7%

holdings shared

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

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

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

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, WCEO, CGDV, SCHD

Today

27.2%most shared, JEPI and CGDV

JEPIWCEOCGDVSCHD

JEPI—6.8%27.2%8.1%

WCEO6.8%—0.7%2.8%

CGDV27.2%0.7%—5.8%

SCHD8.1%2.8%5.8%—

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

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

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