ORCS vs CGDV5YORCSORCSAvsBCGDVCGDVDirexion Daily ORCL Bear 1X ETF · $8MCapital Group Dividend Value ETF · $37.8BReturns · dividends in[…]3 years · per year[…] · $18,754+23.3%[…]5 years · per year[…]Cost and income0.99%Expense ratio$99 · $33 on $10k · lower wins0.33%1.80%12-mo yield$180 · $124 on $10k1.24%Risk · 1 year
$10,000 in ORCS, CGDV, JEPI5Y$10k startJEPI $14.4kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: ORCS, CGDV, JEPIToday27.3%most shared, CGDV and JEPIORCSCGDVJEPIORCS—[…][…]CGDV[…]—27.3%JEPI[…]27.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
ORCS vs CGDV5YAORCSDirexion Daily ORCL Bear 1X[…]vsCGDVBCapital Group Dividend Value[…]MeasureORCSCGDVFee0.99%0.33%Cost on $10k a year$99$33Yield1.80%1.24%5 years, per year[…][…]3 years, per year[…]+23.3%Worst drop · 1Y[…]−9.7%Volatility · 1Y[…]13.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.92%+0.1%+7.6%+10.6%+10.9%+7.6%−6.7%$45.2B2AORCSDirexion Daily ORCL Bear 1X ETFReadDesk0.99%1.80%+1.7%+25.8%newnewnew[…]$8M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$37.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.92%+0.1%+7.6%+10.6%+10.9%+7.6%−6.7%$45.2B2AORCSDirexion Daily ORCL Bear 1X ETFReadDesk0.99%1.80%+1.7%+25.8%newnewnew[…]$8M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$37.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: ORCS, CGDV, JEPIToday27.3%most shared, CGDV and JEPIORCSCGDVJEPIORCS—[…][…]CGDV[…]—27.3%JEPI[…]27.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$757most kept, JEPIJEPI$792 − $35 = $757CGDV$124 − $33 = $91ORCS$180 − $99 = $81KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee