Compare · 3 funds side by side · dividends reinvested

CBLS, SCHD and JEPI

CBLSChangebridge×SCHDSchwab×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

CBLS, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.8

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.87%+2.9%+2.4%+14.8%+2.2%−21.2%20.1%$32M2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CBLS 2020 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Clough Hedged Equity ETF · $32M$11,160

CBLS

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested · they hold 4.2% in common

CBLS

More Ways to See the Pairs

CBLS vs SCHD: Top 5 Holdings

Today

CBLS

14.4%in top 5

SCHD

in top 521.4%

CBLSStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: CBLS, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

CBLS1.89%$189

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

+2.9%Year to dateJan 1 → Nov 10+33.8%

+2.4%1 yearTotal return+38.8%

+14.8%3 years · per year$10,000 became $15,128 · $17,062+19.5%

+2.2%5 years · per year$10,000 became $11,160 · $16,428+10.4%

1.89%Expense ratio$189 · $6 a year on $10k · lower is better0.06%

0.87%Trailing 12-mo yield$87 · $294 a year on $10k2.94%

−21.2%Worst dropSmaller is better−6.9%

20.1%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.9%AEMnot top 5

2.9%FRVOnot top 5

2.9%CMGnot top 5

2.8%MSFTnot top 5

2.8%SPOTnot top 5

Held in common4.2%

End-of-day Nov 10, 2026 · share of each fund

CBLS vs SCHD Returns, Every Period

5Y

ChangebridgeCBLS

+2.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

CBLSSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: CBLS vs JEPI

YTD

ChangebridgeCBLS

+2.9%

JEPIJ.P. Morgan

+7.6%

+2.9%Year to date+7.6%

−21.2%Worst drop · 1Y−6.7%

20.1%Volatility · 1Y9.0%

0.9%Yield7.9%

$31.8MAssets$46.6B

4–0JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: CBLS, SCHD, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SCHD2.94%$294

CBLS0.87%$87

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SCHD$294 − $6 = $288

CBLS$87 − $189 = −$102

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CBLS, SCHD, JEPI

Today

13.9%most shared, CBLS and JEPI

CBLSSCHDJEPI

CBLS—4.2%13.9%

SCHD4.2%—8.3%

JEPI13.9%8.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

CBLSWorst drop−21.2%20.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+7.6%Year to date+33.8%

7.9%Yield2.9%

+10.6%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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CBLS, SCHD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: CBLS, SCHD, JEPI