TSEC vs CGDV5YTSECTSECAvsBCGDVCGDVTouchstone Securitized Income ETF · $176MCapital Group Dividend Value ETF · $39.2BReturns · dividends in+6.4%3 years · per year$12,038 · $18,895+23.6%[…]5 years · per year[…]Cost and income0.69%Expense ratio$69 · $33 on $10k · lower wins0.33%7.52%12-mo yield$752 · $124 on $10k1.24%
$10,000 in TSEC, CGDV, JEPI5Y$10k startJEPI $14.5kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: TSEC, CGDV, JEPIToday27.1%most shared, CGDV and JEPITSECCGDVJEPITSEC—[…][…]CGDV[…]—27.1%JEPI[…]27.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
TSEC vs CGDV5YATSECTouchstone Securitized Income[…]vsCGDVBCapital Group Dividend Value[…]MeasureTSECCGDVFee0.69%0.33%Cost on $10k a year$69$33Yield7.52%1.24%5 years, per year[…][…]3 years, per year+6.4%+23.6%Worst drop · 1Y−1.7%−9.7%Volatility · 1Y2.6%
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%7.86%−0.3%+8.3%+10.1%+11.1%+7.7%−6.7%$47.3B2ATSECTouchstone Securitized Income ETFReadDesk0.69%7.52%−0.5%+1.3%+2.4%+6.4%new−1.7%$176M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$39.2BEnd-of-day Nov 12, 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%7.86%−0.3%+8.3%+10.1%+11.1%+7.7%−6.7%$47.3B2ATSECTouchstone Securitized Income ETFReadDesk0.69%7.52%−0.5%+1.3%+2.4%+6.4%new−1.7%$176M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$39.2BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: TSEC, CGDV, JEPIToday27.1%most shared, CGDV and JEPITSECCGDVJEPITSEC—[…][…]CGDV[…]—27.1%JEPI[…]27.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$751most kept, JEPIJEPI$786 − $35 = $751TSEC$752 − $69 = $683CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee