Compare · 4 funds side by side · dividends reinvested

SQLT, JEPI, SCHD and VUG

SQLTiShares×JEPIJ.P. Morgan×SCHDSchwab×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,429SCHD · best of the four

Story of the four · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the four · RiskSmallest drop

SQLT, JEPI, SCHD and VUG, 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%$123B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.5

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: SQLT 2026 · JEPI 2020 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

3Y

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

More Ways to See the Pairs

SQLT vs SCHD: Top 5 Holdings

Today

SQLT

5.0%in top 5

SCHD

in top 521.7%

SQLTStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SQLT, JEPI, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

SQLT0.20%$20

JEPI0.35%$35

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

SQLT

SCHD

Schwab U.S. Dividend Equity ETF · $123B$17,257

$10,000 three years ago, dividends reinvested · they hold 2.7% in common

SQLTMeasureSCHD

[…]Year to dateJan 1 → Nov 12+34.2%

[…]1 yearTotal return+36.8%

[…]3 years · per year$10,000 became […] · $17,257+19.9%

[…]5 years · per year$10,000 became […] · $16,429+10.4%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

0.48%Trailing 12-mo yield$48 · $293 a year on $10k2.93%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

0–2SCHD wins

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

1.1%MANHnot top 5

1.1%NFGnot top 5

1.0%RGLDnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

Held in common2.7%

End-of-day Nov 12, 2026 · share of each fund

SQLT vs SCHD Returns, Every Period

1Y

iSharesSQLT

[…]

past year

SCHDSchwab

+36.8%

past year

Returns […]

SQLTSCHDFaded: behind in that period

0–0Level

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

Stocks vs Income: SQLT vs JEPI

YTD

iSharesSQLT

[…]

JEPIJ.P. Morgan

+8.3%

[…]Year to date+8.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

0.5%Yield7.9%

$6.9MAssets$46.8B

1–0JEPI wins

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

Yields: SQLT, JEPI, SCHD, VUG

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

SCHD2.93%$293

SQLT0.48%$48

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

SCHD$293 − $6 = $287

VUG$41 − $3 = $38

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, JEPI, SCHD, VUG

Today

27.7%most shared, JEPI and VUG

SQLTJEPISCHDVUG

SQLT—0.0%2.7%0.0%

JEPI0.0%—8.5%27.7%

SCHD2.7%8.5%—0.8%

VUG0.0%27.7%0.8%—

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

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

VUGWorst drop−15.1%19.1% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPISCHD

+8.3%Year to date+34.2%

7.9%Yield2.9%

+10.1%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

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SQLT, JEPI, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four