JEPQ vs CGDV

AJEPQ

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−7.3%WCEO · worst fall in 1Y

Held in common29.0%JEPQ and CGDV

JEPQ

CGDV

JPMorgan Nasdaq Equity Premium Income ETF · $42.1BCapital Group Dividend Value ETF · $39.0B

+20.3%3 years · per year$17,406 · $19,064+24.0%

[…]5 years · per year[…]

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

12.17%12-mo yield$1,217 · $127 on $10k1.27%

−8.8%Worst dropSmaller wins−9.7%

15.5%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsAll three, one scale

No price history on file for these funds yet […]

Shared top holdingsJEPQ · CGDV

6.8%NVDA6.1%

6.0%MSFT7.0%

2.7%META3.8%

4.2%AMZN2.5%

Held in common29.0%

End-of-day Nov 5, 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

#									5Y/yr
1	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B
2	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	−3.6%	+16.5%	+20.7%	+18.6%	new	−7.3%	$14M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

All Three

5Y3 funds

#									5Y/yr
1	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B
2	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	−3.6%	+16.5%	+20.7%	+18.6%	new	−7.3%	$14M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 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

Yield12.17%1.27%

5 years, per year[…][…]

3 years, per year+20.3%+24.0%

Worst drop · 1Y−8.8%−9.7%

Volatility · 1Y15.5%13.4%

3–2measures won
CGDV first

29.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JEPQ, WCEO, CGDV

Today

29.0%most shared, JEPQ and CGDV

JEPQWCEOCGDV

JEPQ—1.3%29.0%

WCEO1.3%—0.7%

CGDV29.0%0.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee