RJDI vs CGDV5YRJDIRJDIAvsBCGDVCGDVRJ Eagle GCM Dividend Select Income ETF · $161MCapital Group Dividend Value ETF · $39.0BReturns · dividends in[…]3 years · per year[…] · $18,844+23.5%[…]5 years · per year[…]Cost and income0.63%Expense ratio$63 · $33 on $10k · lower wins0.33%1.01%12-mo yield$101 · $124 on $10k1.24%Risk · 1 year
$10,000 in RJDI, CGDV, JEPI5Y$10k startJEPI $14.5kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: RJDI, CGDV, JEPIToday27.1%most shared, CGDV and JEPIRJDICGDVJEPIRJDI—22.9%19.7%CGDV22.9%—27.1%JEPI19.7%27.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
RJDI vs CGDV5YARJDIRJ Eagle GCM Dividend Select Income[…]vsCGDVBCapital Group Dividend Value[…]MeasureRJDICGDVFee0.63%0.33%Cost on $10k a year$63$33Yield1.01%1.24%5 years, per year[…][…]3 years, per year[…]+23.5%Worst drop · 1Y−7.1%−9.7%Volatility · 1Y12.0%
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%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.1B2ARJDIRJ Eagle GCM Dividend Select Income ETFReadDesk0.63%1.01%−0.5%+18.7%+20.0%newnew−7.1%$161M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0BEnd-of-day Nov 13, 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%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.1B2ARJDIRJ Eagle GCM Dividend Select Income ETFReadDesk0.63%1.01%−0.5%+18.7%+20.0%newnew−7.1%$161M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: RJDI, CGDV, JEPIToday27.1%most shared, CGDV and JEPIRJDICGDVJEPIRJDI—22.9%19.7%CGDV22.9%—27.1%JEPI19.7%27.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$752most kept, JEPIJEPI$787 − $35 = $752CGDV$124 − $33 = $91RJDI$101 − $63 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee