Compare · 4 funds side by side · dividends reinvested

JEPI, WCBR, JEPQ and SCHD

JEPIJ.P. Morgan×WCBRWisdomTree×JEPQJ.P. Morgan×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

JEPI, WCBR, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.4

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+57.1%+36.6%+30.2%+8.6%−29.1%41.6%$197M2.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B2.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: JEPI 2020 · WCBR 2021 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

3Y

JPMorgan Equity Premium Income ETF · $46.8B$13,729

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JEPI vs WCBR: Top 5 Holdings

Today

JEPI

9.8%in top 5

WCBR

in top 529.9%

JEPIStockWCBR

not top 5ZS6.7%

not top 5S6.1%

not top 5NTSK5.9%

not top 5CRWD5.8%

not top 5TENB5.5%

Cost, Income and Risk

Fees: JEPI, WCBR, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

JEPQ0.35%$35

WCBR0.45%$45

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

JEPI

WCBR

WisdomTree Cybersecurity Fund · $197M$22,080

$10,000 three years ago, dividends reinvested · they hold 0.4% in common

JEPIMeasureWCBR

+8.6%Year to dateJan 1 → Nov 11+57.1%

+11.2%1 yearTotal return+36.6%

+11.1%3 years · per year$10,000 became $13,729 · $22,080+30.2%

+7.8%5 years · per year$10,000 became $14,545 · $15,140+8.6%

0.35%Expense ratio$35 · $45 a year on $10k · lower is better0.45%

7.84%Trailing 12-mo yield$784 · $0 a year on $10k0.00%

−6.7%Worst dropSmaller is better−29.1%

9.0%VolatilityLower is calmer41.6%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Held in common0.4%

End-of-day Nov 11, 2026 · share of each fund

JEPI vs WCBR Returns, Every Period

5Y

J.P. MorganJEPI

+7.8%

5 years, per year

WCBRWisdomTree

+8.6%

5 years, per year

JEPIWCBRFaded: behind in that period

0–4WCBR wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

JEPI vs JEPQ

YTD

J.P. MorganJEPI

+8.6%

JEPQJ.P. Morgan

+8.1%

+8.6%Year to date+8.1%

−6.7%Worst drop · 1Y−11.5%

9.0%Volatility · 1Y16.9%

7.8%Yield12.2%

$46.8BAssets$41.8B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: JEPI, WCBR, JEPQ, SCHD

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

JEPI7.84%$784

SCHD2.93%$293

WCBR0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

JEPI$784 − $35 = $749

SCHD$293 − $6 = $287

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCBR, JEPQ, SCHD

Today

28.3%most shared, JEPI and JEPQ

JEPIWCBRJEPQSCHD

JEPI—0.4%28.3%8.5%

WCBR0.4%—2.3%0.0%

JEPQ28.3%2.3%—3.8%

SCHD8.5%0.0%3.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

WCBRWorst drop−29.1%41.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCBR

+8.1%Year to date+57.1%

12.2%Yield0.0%

+9.0%Past year+36.6%

0.35%Fee0.45%

2–2level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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JEPI, WCBR, JEPQ and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four