WEPN vs CGDV5YWEPNWEPNAvsBCGDVCGDVNicholas Defense and Rare Earth Income ETF · $5MCapital Group Dividend Value ETF · $39.0BReturns · dividends in[…]3 years · per year[…] · $18,844+23.5%[…]5 years · per year[…]Cost and income1.11%Expense ratio$111 · $33 on $10k · lower wins0.33%10.42%12-mo yield$1,042 · $124 on $10k1.24%Risk · 1 year
$10,000 in WEPN, CGDV, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: WEPN, CGDV, SCHDToday5.7%most shared, CGDV and SCHDWEPNCGDVSCHDWEPN—3.2%2.9%CGDV3.2%—5.7%SCHD2.9%5.7%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
WEPN vs CGDV5YAWEPNNicholas Defense and Rare Earth Income[…]vsCGDVBCapital Group Dividend Value[…]MeasureWEPNCGDVFee1.11%0.33%Cost on $10k a year$111$33Yield10.42%1.24%5 years, per year[…][…]3 years, per year[…]+23.5%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▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2AWEPNNicholas Defense and Rare Earth Income ETFReadDesk1.11%10.42%−1.2%newnewnewnew[…]$5M3BCGDVCapital 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▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2AWEPNNicholas Defense and Rare Earth Income ETFReadDesk1.11%10.42%−1.2%newnewnewnew[…]$5M3BCGDVCapital 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
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$116B2–0SCHD winsEnd-of-day Nov 13, 2026
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%$42.1BAssets$47.0B1–1levelEnd-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: WEPN, CGDV, SCHDToday5.7%most shared, CGDV and SCHDWEPNCGDVSCHDWEPN—3.2%2.9%CGDV3.2%—5.7%SCHD2.9%5.7%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$931most kept, WEPNWEPN$1,042 − $111 = $931SCHD$292 − $6 = $286CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee