Compare · 3 funds side by side · dividends reinvested

DEW, SCHD and JEPI

DEWWisdomTree×SCHDSchwab×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,312DEW · best of the three

02 / 04

DEW, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Global High Dividend FundIncome · Dividend stocks0.58%3.01%+21.0%+27.5%+23.0%+12.9%−6.3%10.0%$169M1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: DEW 2006 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global High Dividend Fund · $169M$18,312

DEW

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

DEWMeasureSCHD

+21.0%Year to dateJan 1 → Nov 5+32.3%

+27.5%1 yearTotal return+38.7%

+23.0%3 years · per year$10,000 became $18,612 · $17,414+20.3%

+12.9%5 years · per year$10,000 became $18,312 · $16,375+10.4%

0.58%Expense ratio$58 · $6 a year on $10k · lower is better0.06%

3.01%Trailing 12-mo yield$301 · $298 a year on $10k2.98%

−6.3%Worst dropSmaller is better−6.9%

10.0%VolatilityLower is calmer11.7%

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

5–3DEW wins

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

More Ways to See the Pairs

DEW vs SCHD: Top 5 Holdings

Today

DEW

8.2%in top 5

SCHD

in top 521.7%

DEWStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.9%PMnot top 5

1.9%CVXnot top 5

1.5%MOnot top 5

1.5%VZnot top 5

1.4%PFEnot top 5

Held in common17.3%

End-of-day Nov 5, 2026 · share of each fund

DEW vs SCHD Returns, Every Period

WisdomTreeDEW

+12.9%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DEWSCHDFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DEW vs JEPI

YTD

WisdomTreeDEW

+21.0%

JEPIJ.P. Morgan

+5.2%

+21.0%Year to date+5.2%

−6.3%Worst drop · 1Y−6.7%

10.0%Volatility · 1Y8.8%

3.0%Yield8.1%

$169MAssets$46.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEW, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

DEW0.58%$58

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DEW, SCHD, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

DEW3.01%$301

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

DEW$301 − $58 = $243

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DEW, SCHD, JEPI

Today

17.3%most shared, DEW and SCHD

DEWSCHDJEPI

DEW—17.3%8.8%

SCHD17.3%—8.1%

JEPI8.8%8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

DEWWorst drop−6.3%10.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+5.2%Year to date+32.3%

8.1%Yield3.0%

+8.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026