JEPQ vs CGDV5YJEPQJEPQAvsBCGDVCGDVJPMorgan Nasdaq Equity Premium Income ETF · $42.0BCapital Group Dividend Value ETF · $38.8BReturns · dividends in+17.6%3 years · per year$16,284 · $18,754+23.3%[…]5 years · per year[…]Cost and income0.35%Expense ratio$35 · $33 on $10k · lower wins0.33%12.45%12-mo yield$1,245 · $124 on $10k
$10,000 in JEPQ, CGDV, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: JEPQ, CGDV, SCHDToday28.8%most shared, JEPQ and CGDVJEPQCGDVSCHDJEPQ—28.8%3.7%CGDV28.8%—5.7%SCHD3.7%5.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
JEPQ vs CGDV5YAJEPQJPMorgan Nasdaq Equity Premium Income[…]vsCGDVBCapital Group Dividend Value[…]MeasureJEPQCGDVFee0.35%0.33%Cost on $10k a year$35$33Yield12.45%1.24%5 years, per year[…][…]3 years, per year+17.6%+23.3%Worst drop · 1Y−11.5%−9.7%Volatility · 1Y16.9%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2AJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.45%−0.5%+6.0%+8.8%+17.6%new−11.5%$42.0B3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$38.8BEnd-of-day Nov 10, 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▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2AJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.45%−0.5%+6.0%+8.8%+17.6%new−11.5%$42.0B3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$38.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: JEPQ, CGDV, SCHDToday28.8%most shared, JEPQ and CGDVJEPQCGDVSCHDJEPQ—28.8%3.7%CGDV28.8%—5.7%SCHD3.7%5.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,210most kept, JEPQJEPQ$1,245 − $35 = $1,210SCHD$294 − $6 = $288CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee