CGDV vs JEPI

ACGDV

BJEPI

Measures won2–3JEPI 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%CGDV and JEPI

Capital Group Dividend Value ETF · $39.2BJPMorgan Equity Premium Income ETF · $47.3B

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

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

0.33%Expense ratio$33 · $35 on $10k · lower wins0.35%

1.24%12-mo yield$124 · $786 on $10k

Cards for this view

CGDV

Capital Group Dividend Value

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureCGDVJEPI

Fee0.33%0.35%

Cost on $10k a year$33$35

Yield1.24%7.86%

5 years, per year[…]+7.7%

3 years, per year+23.6%+11.1%

Worst drop · 1Y−9.7%−6.7%

Volatility · 1Y13.5%

#
1	BJEPI	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	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	−2.0%	+7.4%	+9.4%	new	new	−12.5%	$2.1B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$39.2B

#
1	BJEPI	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	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	−2.0%	+7.4%	+9.4%	new	new	−12.5%	$2.1B
3	ACGDV	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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