Compare · 3 funds side by side · dividends reinvested

CGUI, SCHD and JEPI

CGUICapital Group×SCHDSchwab×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the three · RiskSmallest drop

CGUI, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.8

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.7%[…][…]−0.2%0.9%$442M2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B2.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: CGUI 2024 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $124B$16,418

SCHD

CGUI

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

$10,000 five years ago, dividends reinvested

SCHDMeasure

More Ways to See the Pairs

SCHD vs CGUI: Top 5 Holdings

Today

SCHD

21.8%in top 5

CGUI

in top 5[…]

SCHDStockCGUI

4.8%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.2%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: CGUI, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGUI0.18%$18

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

CGUI

+34.9%Year to dateJan 1 → Nov 13+3.0%

+37.5%1 yearTotal return+3.7%

+20.2%3 years · per year$10,000 became $17,374 · […][…]

+10.4%5 years · per year$10,000 became $16,418 · […][…]

0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%

2.92%Trailing 12-mo yield$292 · $382 a year on $10k3.82%

−6.9%Worst dropSmaller is better−0.2%

11.7%VolatilityLower is calmer0.9%

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

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

SCHD vs CGUI Returns, Every Period

1Y

SchwabSCHD

+37.5%

past year

CGUICapital Group

+3.7%

past year

SCHDCGUIFaded: behind in that period

2–0SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SCHD vs JEPI

YTD

SchwabSCHD

+34.9%

JEPIJ.P. Morgan

+8.2%

+34.9%Year to date+8.2%

−6.9%Worst drop · 1Y−6.7%

11.7%Volatility · 1Y9.0%

2.9%Yield7.9%

$124BAssets$47.1B

3–1JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: CGUI, SCHD, JEPI

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

CGUI3.82%$382

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

CGUI$382 − $18 = $364

SCHD$292 − $6 = $286

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CGUI, SCHD, JEPI

Today

8.5%most shared, SCHD and JEPI

CGUISCHDJEPI

CGUI—[…][…]

SCHD[…]—8.5%

JEPI[…]8.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

CGUIWorst drop−0.2%0.9% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.2%Year to date+34.9%

7.9%Yield2.9%

+9.6%Past year+37.5%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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CGUI, SCHD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: CGUI, SCHD, JEPI