Compare · 4 funds side by side · dividends reinvested

JEPQ, CGUI, SCHD and BND

JEPQJ.P. Morgan×CGUICapital Group×SCHDSchwab×BNDVanguard×

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Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$13,682SCHD · best of the four

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

Story of the four · RiskSmallest drop

JEPQ, CGUI, SCHD and BND, 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%$124B2.0

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+2.9%+3.6%[…][…]−0.2%0.9%$442M2.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.18%−1.3%−1.3%+4.3%−0.4%−4.5%4.1%$161B2.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B2.7

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: JEPQ 2022 · CGUI 2024 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Ultra Short Income ETF · $442M[…]

More Ways to See the Pairs

CGUI vs SCHD: Top 5 Holdings

Today

CGUI

[…]in top 5

SCHD

in top 521.7%

CGUIStockSCHD

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: JEPQ, CGUI, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

CGUI0.18%$18

JEPQ0.35%$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%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

BND vs AGG

YTD

VanguardBND

−1.3%

AGGiShares

−1.4%

CGUI

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

$10,000 five years ago, dividends reinvested

CGUIMeasureSCHD

+2.9%Year to dateJan 1 → Nov 12+34.2%

+3.6%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%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

3.82%Trailing 12-mo yield$382 · $293 a year on $10k2.93%

−0.2%Worst dropSmaller is better−6.9%

0.9%VolatilityLower is calmer11.7%

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

3–3Level

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

Held in common[…]

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

CGUI vs SCHD Returns, Every Period

1Y

Capital GroupCGUI

+3.6%

past year

SCHDSchwab

+36.8%

past year

CGUISCHDFaded: behind in that period

0–2SCHD wins

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

Bonds vs Income: CGUI vs JEPQ

YTD

Capital GroupCGUI

+2.9%

JEPQJ.P. Morgan

+7.8%

+2.9%Year to date+7.8%

−0.2%Worst drop · 1Y−11.5%

0.9%Volatility · 1Y16.9%

3.8%Yield12.2%

$442MAssets$42.6B

2–2level

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

Yields: JEPQ, CGUI, SCHD, BND

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

BND4.18%$418

CGUI3.82%$382

SCHD2.93%$293

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

BND$418 − $3 = $415

CGUI$382 − $18 = $364

SCHD$293 − $6 = $287

KeptFee

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

Overlap: JEPQ, CGUI, SCHD, BND

Today

3.8%most shared, JEPQ and SCHD

JEPQCGUISCHDBND

JEPQ—[…]3.8%[…]

CGUI[…]—[…][…]

SCHD3.8%[…]—[…]

BND[…][…][…]—

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

CGUIWorst drop−0.2%0.9% vol

BNDWorst drop−4.5%4.1% vol

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+7.8%Year to date+34.2%

12.2%Yield2.9%

+8.8%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%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

−1.3%Year to date−1.4%

4.2%Yield4.2%

$161BAssets$137B

1–0BND wins

End-of-day Nov 12, 2026

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JEPQ, CGUI, SCHD and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four