JEPQ vs CGDV

AJEPQ

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$15,497VEA

Lowest cost0.03%VEA · $3 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common29.0%JEPQ and CGDV

JEPQ

CGDV

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BCapital Group Dividend Value ETF · $37.8B

+18.2%3 years · per year$16,495 · $18,934+23.7%

[…]5 years · per year[…]

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

12.39%12-mo yield$1,239 · $124 on $10k1.24%

−11.5%Worst dropSmaller wins−9.7%

16.9%VolatilityLower wins13.5%

1–4CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · CGDV

6.0%MSFT6.9%

6.7%NVDA5.9%

2.8%META4.1%

4.3%AMZN2.5%

Held in common29.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPQ vs CGDV

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureJEPQCGDV

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield12.39%1.24%

5 years, per year[…][…]

3 years, per year+18.2%+23.7%

Worst drop · 1Y−11.5%−9.7%

Volatility · 1Y16.9%13.5%

4–1measures won
CGDV first

29.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: JEPQ, CGDV, VEA

Today

29.0%most shared, JEPQ and CGDV

JEPQCGDVVEA

JEPQ—29.0%0.0%

CGDV29.0%—0.8%

VEA0.0%0.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VEA$244 − $3 = $241

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee