Compare · 4 funds side by side · dividends reinvested

VYM, WCEO, SCHD and JEPQ

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,002VYM · best of the four

02 / 04

VYM, WCEO, SCHD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B2.0

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.5%+20.7%+18.6%[…]−7.3%14.3%$14M3.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B3.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: VYM 2006 · WCEO 2023 · SCHD 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$13,868

SCHD

WCEO

Hypatia Women CEO ETF · $14M$12,071

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

SCHDMeasureWCEO

+32.3%Year to dateJan 1 → Nov 5+16.5%

+38.7%1 yearTotal return+20.7%

+20.3%3 years · per year$10,000 became $17,414 · $16,664+18.6%

+10.4%5 years · per year$10,000 became $16,375 · […][…]

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

2.98%Trailing 12-mo yield$298 · $55 a year on $10k0.55%

−6.9%Worst dropSmaller is better−7.3%

11.7%VolatilityLower is calmer14.3%

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

7–0SCHD wins

End-of-day Nov 5, 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

21.7%in top 5

WCEO

in top 58.0%

SCHDStockWCEO

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 5CLX1.7%

not top 5ACI1.6%

not top 5KMI1.6%

not top 5TR1.6%

not top 5MPC1.5%

Held in common2.8%

End-of-day Nov 5, 2026 · share of each fund

SCHD vs WCEO Returns, Every Period

SchwabSCHD

+38.7%

past year

WCEOHypatia Capital

+20.7%

past year

SCHDWCEOFaded: behind in that period

3–0SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SCHD vs JEPQ

YTD

SchwabSCHD

+32.3%

JEPQJ.P. Morgan

+8.5%

+32.3%Year to date+8.5%

−6.9%Worst drop · 1Y−8.8%

11.7%Volatility · 1Y15.5%

3.0%Yield12.2%

$123BAssets$42.1B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VYM, WCEO, SCHD, JEPQ

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

JEPQ0.35%$35

WCEO0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VYM, WCEO, SCHD, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SCHD2.98%$298

VYM2.30%$230

WCEO0.55%$55

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VYM, WCEO, SCHD, JEPQ

Today

21.9%most shared, VYM and SCHD

VYMWCEOSCHDJEPQ

VYM—7.2%21.9%12.1%

WCEO7.2%—2.8%1.3%

SCHD21.9%2.8%—3.8%

JEPQ12.1%1.3%3.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

WCEOWorst drop−7.3%14.3% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+32.3%

12.2%Yield3.0%

+9.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026