JEPQ vs CGDV

AJEPQ

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common28.8%JEPQ and CGDV

JEPQ

CGDV

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BCapital Group Dividend Value ETF · $37.9B

+17.4%3 years · per year$16,202 · $18,840+23.5%

[…]5 years · per year[…]

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

12.79%12-mo yield$1,279 · $127 on $10k1.27%

−11.5%Worst dropSmaller wins−9.7%

16.7%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPQ · CGDV

6.1%MSFT7.0%

6.6%NVDA5.7%

2.8%META3.9%

4.4%AMZN2.5%

Held in common28.8%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	+0.2%	+16.7%	+20.1%	+18.6%	new	−7.3%	$13M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	+0.2%	+16.7%	+20.1%	+18.6%	new	−7.3%	$13M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 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

Yield12.79%1.27%

5 years, per year[…][…]

3 years, per year+17.4%+23.5%

Worst drop · 1Y−11.5%−9.7%

Volatility · 1Y16.7%13.4%

4–1measures won
CGDV first

28.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JEPQ, WCEO, CGDV, SCHD

Today

28.8%most shared, JEPQ and CGDV

JEPQWCEOCGDVSCHD

JEPQ—1.2%28.8%3.8%

WCEO1.2%—0.7%2.8%

CGDV28.8%0.7%—5.9%

SCHD3.8%2.8%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee