Compare · 4 funds side by side · dividends reinvested

SCHD, WCEO, JEPI and JEPQ

SCHDSchwab×WCEOHypatia Capital×JEPIJ.P. Morgan×JEPQJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

SCHD, WCEO, JEPI and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.3

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.2%+25.4%+18.6%[…]−7.3%14.5%$13M2.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SCHD 2011 · WCEO 2023 · JEPI 2020 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$13,915

SCHD

WCEO

Hypatia Women CEO ETF · $13M$12,536

$10,000 one year ago, dividends reinvested · they hold 2.8% in common

SCHDMeasureWCEO

+33.2%Year to dateJan 1 → Nov 9+20.2%

+39.1%1 yearTotal return+25.4%

+19.6%3 years · per year$10,000 became $17,123 · $16,669+18.6%

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $85 a year on $10k · lower is better0.85%

2.96%Trailing 12-mo yield$296 · $53 a year on $10k0.53%

−6.9%Worst dropSmaller is better−7.3%

11.8%VolatilityLower is calmer14.5%

SCHDWCEO Winner of the row, in its colourEach row: the bigger of the two fills its side

7–0SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs WCEO: Top 5 Holdings

Today

SCHD

21.4%in top 5

WCEO

in top 58.0%

SCHDStockWCEO

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5CLX1.7%

not top 5TR1.6%

not top 5KMI1.6%

not top 5ACI1.5%

not top 5INSW1.5%

Held in common2.8%

End-of-day Nov 9, 2026 · share of each fund

SCHD vs WCEO Returns, Every Period

SchwabSCHD

+39.1%

past year

WCEOHypatia Capital

+25.4%

past year

SCHDWCEOFaded: behind in that period

3–0SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SCHD vs JEPQ

YTD

SchwabSCHD

+33.2%

JEPQJ.P. Morgan

+6.6%

+33.2%Year to date+6.6%

−6.9%Worst drop · 1Y−11.5%

11.8%Volatility · 1Y16.9%

3.0%Yield12.4%

$122BAssets$40.7B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, WCEO, JEPI, JEPQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

JEPQ0.35%$35

WCEO0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCHD, WCEO, JEPI, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

SCHD2.96%$296

WCEO0.53%$53

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCHD, WCEO, JEPI, JEPQ

Today

27.5%most shared, JEPI and JEPQ

SCHDWCEOJEPIJEPQ

SCHD—2.8%8.4%3.8%

WCEO2.8%—6.8%1.3%

JEPI8.4%6.8%—27.5%

JEPQ3.8%1.3%27.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

WCEOWorst drop−7.3%14.5% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.6%Year to date+33.2%

12.4%Yield3.0%

+9.2%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026