CGDV vs JEPQ

ACGDV

BJEPQ

Measures won4–1CGDV 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%CGDV and JEPQ

Capital Group Dividend Value ETF · $38.7BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

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

[…]5 years · per year[…]

0.33%Expense ratio$33 · $35 on $10k · lower wins0.35%

1.24%12-mo yield$124 · $1,224 on $10k12.24%

Cards for this view

CGDV

Capital Group Dividend Value

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCGDVJEPQ

Fee0.33%0.35%

Cost on $10k a year$33$35

Yield1.24%12.24%

5 years, per year[…][…]

3 years, per year+23.6%+17.9%

Worst drop · 1Y−9.7%−11.5%

Volatility · 1Y13.5%

#									5Y/yr
1	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B
2	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	−1.7%	+1.9%	−0.6%	new	new	−17.3%	$36M
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$38.7B

#									5Y/yr
1	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B
2	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	−1.7%	+1.9%	−0.6%	new	new	−17.3%	$36M
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$38.7B

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