Compare · 3 funds side by side · dividends reinvested

ASD, JEPQ and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

ASD, JEPQ and SCHD, 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%$120B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.9

Defiance Autism Impact ETFUnsorted0.79%0.03%[…][…][…][…][…][…]$1M3.0

Rank among the three1st → 3rdFee, 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: ASD 2026 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Defiance Autism Impact ETF · $1M[…]

ASD

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

ASDMeasureJEPQ

[…]Year to dateJan 1 → Nov 9+6.6%

[…]1 yearTotal return+9.2%

[…]3 years · per year$10,000 became […] · $16,495+18.2%

[…]5 years · per year[…]

0.79%Expense ratio$79 · $35 a year on $10k · lower is better0.35%

0.03%Trailing 12-mo yield$3 · $1,239 a year on $10k12.39%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer16.9%

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

0–2JEPQ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ASD vs JEPQ: Top 5 Holdings

Today

ASD

16.4%in top 5

JEPQ

in top 528.6%

ASDStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

3.5%ACHCnot top 5

3.4%RVTYnot top 5

3.2%HLUN-B.Cnot top 5

3.2%LLYnot top 5

3.1%NOVN.SWnot top 5

Held in common0.7%

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

ASD vs JEPQ Returns, Every Period

DefianceASD

[…]

past year

JEPQJ.P. Morgan

+9.2%

past year

Returns […]

ASDJEPQFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: ASD vs JEPQ

YTD

DefianceASD

[…]

JEPQJ.P. Morgan

+6.6%

[…]Year to date+6.6%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

0.0%Yield12.4%

$1.4MAssets$40.7B

1–0JEPQ wins

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

Cost, Income and Risk

Fees: ASD, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

ASD0.79%$79

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

Yields: ASD, JEPQ, SCHD

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SCHD2.96%$296

ASD0.03%$3

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

ASD$3 − $79 = −$76

KeptFee

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

Overlap: ASD, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

ASDJEPQSCHD

ASD—0.7%2.6%

JEPQ0.7%—3.8%

SCHD2.6%3.8%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

ASDWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQSCHD

+6.6%Year to date+33.2%

12.4%Yield3.0%

+9.2%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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