Compare · 4 funds side by side · dividends reinvested

SCHD, WCBR, JEPQ and DRAM

SCHDSchwab×WCBRWisdomTree×JEPQJ.P. Morgan×DRAMRoundhill×

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, WCBR, JEPQ and DRAM, 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%$120B1.5

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.3

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B3.5

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 · WCBR 2021 · JEPQ 2022 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$17,123

SCHD

WCBR

WisdomTree Cybersecurity Fund · $197M$22,308

$10,000 three years ago, dividends reinvested · they hold 0.0% in common

SCHDMeasureWCBR

+33.2%Year to dateJan 1 → Nov 9+56.2%

+39.1%1 yearTotal return+41.4%

+19.6%3 years · per year$10,000 became $17,123 · $22,308+30.7%

+10.5%5 years · per year$10,000 became $16,459 · $15,057+8.5%

0.06%Expense ratio$6 · $45 a year on $10k · lower is better0.45%

2.96%Trailing 12-mo yield$296 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better−29.1%

11.8%VolatilityLower is calmer41.6%

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

5–3SCHD 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 WCBR: Top 5 Holdings

Today

SCHD

21.4%in top 5

WCBR

in top 529.9%

SCHDStockWCBR

not top 5ZS6.7%

not top 5S6.1%

not top 5NTSK5.9%

not top 5CRWD5.8%

not top 5TENB5.5%

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

Held in common0.0%

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

SCHD vs WCBR Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

WCBRWisdomTree

+8.5%

5 years, per year

SCHDWCBRFaded: behind in that period

1–3WCBR 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%

$120BAssets$40.7B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, WCBR, JEPQ, DRAM

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

WCBR0.45%$45

DRAM0.65%$65

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

Yields: SCHD, WCBR, JEPQ, DRAM

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SCHD2.96%$296

WCBR0.00%$0

DRAM0.00%$0

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

SCHD$296 − $6 = $290

WCBR$0 − $45 = −$45

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: SCHD, WCBR, JEPQ, DRAM

Today

3.9%most shared, JEPQ and DRAM

SCHDWCBRJEPQDRAM

SCHD—0.0%3.8%0.0%

WCBR0.0%—2.3%0.0%

JEPQ3.8%2.3%—3.9%

DRAM0.0%0.0%3.9%—

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

Return vs Bumpiness: 4 ETFs

+41.4%WCBR, at 41.6% volatility

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

WCBRWorst drop−29.1%41.6% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQWCBR

+6.6%Year to date+56.2%

12.4%Yield0.0%

+9.2%Past year+41.4%

0.35%Fee0.45%

2–2level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

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