Compare · 3 funds side by side · dividends reinvested

DBB, JEPQ and SCHD

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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 incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

DBB, JEPQ and SCHD, 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%$122B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B2.3

Invesco DB Base Metals FundCommodities · Silver & metals0.81%2.46%+6.3%+15.9%+15.0%+6.1%−11.0%19.5%$309M2.5

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: DBB 2007 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco DB Base Metals Fund · $309M$13,447

DBB

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DBBMeasure

More Ways to See the Pairs

DBB vs SCHD: Top 5 Holdings

Today

DBB

92.0%in top 5

SCHD

in top 521.4%

DBBStockSCHD

92.0%AGPXXnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

Cost, Income and Risk

Fees: DBB, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

DBB0.81%$81

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

Yields: DBB, JEPQ, SCHD

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%

$122BAssets$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%

SCHD

+6.3%Year to dateJan 1 → Nov 10+33.8%

+15.9%1 yearTotal return+38.8%

+15.0%3 years · per year$10,000 became $15,200 · $17,062+19.5%

+6.1%5 years · per year$10,000 became $13,447 · $16,428+10.4%

0.81%Expense ratio$81 · $6 a year on $10k · lower is better0.06%

2.46%Trailing 12-mo yield$246 · $294 a year on $10k2.94%

−11.0%Worst dropSmaller is better−6.9%

19.5%VolatilityLower is calmer11.8%

DBBSCHD 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

not top 5AMGN4.1%

Held in common0.0%

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

DBB vs SCHD Returns, Every Period

5Y

InvescoDBB

+6.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DBBSCHDFaded: behind in that period

0–4SCHD wins

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

Commodities vs Income: DBB vs JEPQ

YTD

InvescoDBB

+6.3%

JEPQJ.P. Morgan

+6.0%

+6.3%Year to date+6.0%

−11.0%Worst drop · 1Y−11.5%

19.5%Volatility · 1Y16.9%

2.5%Yield12.4%

$309MAssets$40.7B

2–2level

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

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

SCHD2.94%$294

DBB2.46%$246

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

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

SCHD$294 − $6 = $288

DBB$246 − $81 = $165

KeptFee

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

Overlap: DBB, JEPQ, SCHD

Today

3.7%most shared, JEPQ and SCHD

DBBJEPQSCHD

DBB—0.0%0.0%

JEPQ0.0%—3.7%

SCHD0.0%3.7%—

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

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

DBBWorst drop−11.0%19.5% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+6.0%Year to date+33.8%

12.4%Yield2.9%

+8.8%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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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DBB, JEPQ and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three