JEPQ vs CGDV

AJEPQ

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income12.24%JEPQ · $1,224 on $10k

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

Held in common28.4%JEPQ and CGDV

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BCapital Group Dividend Value ETF · $39.2B

+17.9%3 years · per year$16,406 · $18,895+23.6%

[…]5 years · per year[…]

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

12.24%12-mo yield$1,224 · $124 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureJEPQCGDV

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield12.24%1.24%

5 years, per year[…][…]

3 years, per year+17.9%+23.6%

Worst drop · 1Y−11.5%−9.7%

Volatility · 1Y16.9%

#									5Y/yr
1	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B
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

#									5Y/yr
1	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B
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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