Compare · 4 funds side by side · dividends reinvested

SCHD, WCBR, VIG and JEPQ

SCHDSchwab×WCBRWisdomTree×VIGVanguard×JEPQJ.P. Morgan×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,596VIG · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

SCHD, WCBR, VIG and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B2.1

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+55.6%+35.1%+28.4%+8.1%−29.1%41.6%$197M2.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B3.1

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

End-of-day Nov 12, 2026 · returns include dividends · since: SCHD 2011 · WCBR 2021 · VIG 2006 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Schwab U.S. Dividend Equity ETF · $124B$17,257

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SCHD vs WCBR: Top 5 Holdings

Today

SCHD

21.7%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%

Cost, Income and Risk

Fees: SCHD, WCBR, VIG, JEPQ

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPQ0.35%$35

WCBR0.45%$45

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

SCHD

WCBR

WisdomTree Cybersecurity Fund · $197M$21,147

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

SCHDMeasureWCBR

+34.2%Year to dateJan 1 → Nov 12+55.6%

+36.8%1 yearTotal return+35.1%

+19.9%3 years · per year$10,000 became $17,257 · $21,147+28.4%

+10.4%5 years · per year$10,000 became $16,429 · $14,773+8.1%

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

2.93%Trailing 12-mo yield$293 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better−29.1%

11.7%VolatilityLower is calmer41.6%

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

6–2SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.7%TXNnot top 5

4.4%PGnot 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 12, 2026 · share of each fund

SCHD vs WCBR Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

WCBRWisdomTree

+8.1%

5 years, per year

SCHDWCBRFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SCHD vs JEPQ

YTD

SchwabSCHD

+34.2%

JEPQJ.P. Morgan

+7.8%

+34.2%Year to date+7.8%

−6.9%Worst drop · 1Y−11.5%

11.7%Volatility · 1Y16.9%

2.9%Yield12.2%

$124BAssets$42.6B

3–1SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: SCHD, WCBR, VIG, JEPQ

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

SCHD2.93%$293

VIG1.45%$145

WCBR0.00%$0

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SCHD, WCBR, VIG, JEPQ

Today

26.6%most shared, VIG and JEPQ

SCHDWCBRVIGJEPQ

SCHD—0.0%14.5%3.8%

WCBR0.0%—0.0%2.3%

VIG14.5%0.0%—26.6%

JEPQ3.8%2.3%26.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.9% vol

WCBRWorst drop−29.1%41.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCBR

+7.8%Year to date+55.6%

12.2%Yield0.0%

+8.8%Past year+35.1%

0.35%Fee0.45%

2–2level

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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SCHD, WCBR, VIG and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four