Compare · 4 funds side by side · dividends reinvested

SCHD, WCEO, DGRO and JEPQ

SCHDSchwab×WCEOHypatia Capital×DGROiShares×JEPQJ.P. Morgan×

Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$13,701SCHD · best of the four

02 / 04

SCHD, WCEO, DGRO and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.8

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.7%+20.1%+18.6%[…]−7.3%14.3%$14M3.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B3.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · WCEO 2023 · DGRO 2014 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

WCEO

Hypatia Women CEO ETF · $14M[…]

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

SCHDMeasureWCEO

+31.4%Year to dateJan 1 → Nov 6+16.7%

+37.0%1 yearTotal return+20.1%

+20.0%3 years · per year$10,000 became $17,266 · $16,677+18.6%

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $85 a year on $10k · lower is better0.85%

3.00%Trailing 12-mo yield$300 · $55 a year on $10k0.55%

−6.9%Worst dropSmaller is better−7.3%

11.7%VolatilityLower is calmer14.3%

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

7–0SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs WCEO: Top 5 Holdings

Today

SCHD

21.4%in top 5

WCEO

in top 58.1%

SCHDStockWCEO

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5CLX1.7%

not top 5TR1.6%

not top 5ACI1.6%

not top 5KMI1.6%

not top 5MPC1.5%

Held in common2.8%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs WCEO Returns, Every Period

SchwabSCHD

+37.0%

past year

WCEOHypatia Capital

+20.1%

past year

SCHDWCEOFaded: behind in that period

3–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCHD vs JEPQ

YTD

SchwabSCHD

+31.4%

JEPQJ.P. Morgan

+3.2%

+31.4%Year to date+3.2%

−6.9%Worst drop · 1Y−11.5%

11.7%Volatility · 1Y16.7%

3.0%Yield12.8%

$120BAssets$42.6B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, WCEO, DGRO, JEPQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

JEPQ0.35%$35

WCEO0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHD, WCEO, DGRO, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SCHD3.00%$300

DGRO1.87%$187

WCEO0.55%$55

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHD, WCEO, DGRO, JEPQ

Today

21.3%most shared, SCHD and DGRO

SCHDWCEODGROJEPQ

SCHD—2.8%21.3%3.8%

WCEO2.8%—6.0%1.2%

DGRO21.3%6.0%—19.6%

JEPQ3.8%1.2%19.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

WCEOWorst drop−7.3%14.3% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026