Compare · 4 funds side by side · dividends reinvested

VOO, QQQ, SCHD and JEPI

VOOVanguard×QQQInvesco×SCHDSchwab×JEPIJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,352QQQ · best of the four

02 / 04

VOO, QQQ, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.8

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+13.0%+10.0%+26.3%+13.4%−11.7%20.3%$465B3.0

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: VOO 2010 · QQQ 1999 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$18,224

VOO

QQQ

Invesco QQQ Trust, Series 1 · $465B$18,756

$10,000 three years ago, dividends reinvested · they hold 55.0% in common

VOOMeasureQQQ

+13.4%Year to dateJan 1 → Nov 5+13.0%

+13.5%1 yearTotal return+10.0%

+24.2%3 years · per year$10,000 became $19,172 · $20,153+26.3%

+12.6%5 years · per year$10,000 became $18,115 · $18,763+13.4%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.05%Trailing 12-mo yield$105 · $45 a year on $10k0.45%

−8.9%Worst dropSmaller is better−11.7%

12.8%VolatilityLower is calmer20.3%

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

6–2VOO wins

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

More Ways to See the Pairs

VOO vs QQQ: Top 5 Holdings

Today

VOO

28.3%in top 5

QQQ

in top 531.5%

VOOStockQQQ

8.4%NVDA7.8%

7.4%AAPL8.3%

5.8%MSFT6.7%

3.7%AMZN4.7%

not top 5MU4.0%

3.1%GOOGLnot top 5

Held in common55.0%

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

VOO vs QQQ Returns, Every Period

VanguardVOO

+12.6%

5 years, per year

QQQInvesco

+13.4%

5 years, per year

VOOQQQFaded: behind in that period

2–2Level

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

Core vs Income: VOO vs JEPI

YTD

VanguardVOO

+13.4%

JEPIJ.P. Morgan

+8.8%

+13.4%Year to date+8.8%

−8.9%Worst drop · 1Y−6.7%

12.8%Volatility · 1Y8.1%

1.1%Yield7.8%

$1.00TAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: VOO, QQQ, SCHD, JEPI

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

QQQ0.18%$18

JEPI0.35%$35

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

Yields: VOO, QQQ, SCHD, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SCHD2.91%$291

VOO1.05%$105

QQQ0.45%$45

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SCHD$291 − $6 = $285

VOO$105 − $3 = $102

QQQ$45 − $18 = $27

KeptFee

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

Overlap: VOO, QQQ, SCHD, JEPI

Today

55.0%most shared, VOO and QQQ

VOOQQQSCHDJEPI

VOO—55.0%7.6%38.0%

QQQ55.0%—5.5%26.8%

SCHD7.6%5.5%—8.1%

JEPI38.0%26.8%8.1%—

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

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

JEPIWorst drop−6.7%8.1% vol

SCHDWorst drop−6.9%11.5% vol

VOOWorst drop−8.9%12.8% vol

QQQWorst drop−11.7%20.3% vol

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

Paid More vs Made More

YTD

JEPISCHD

+8.8%Year to date+35.3%

7.8%Yield2.9%

+11.9%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026