Compare · 3 funds side by side · dividends reinvested

DFAS, JEPQ and SCHD

DFASDimensional×JEPQJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

DFAS, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.1

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$13,927

DFAS

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

DFASMeasureSCHD

+12.7%Year to dateJan 1 → Nov 6+31.4%

+15.9%1 yearTotal return+37.0%

+17.3%3 years · per year$10,000 became $16,130 · $17,266+20.0%

+6.8%5 years · per year$10,000 became $13,927 · $16,267+10.2%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

1.03%Trailing 12-mo yield$103 · $300 a year on $10k3.00%

−9.4%Worst dropSmaller is better−6.9%

15.7%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs SCHD: Top 5 Holdings

Today

DFAS

1.3%in top 5

SCHD

in top 521.4%

DFASStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common3.5%

End-of-day Nov 6, 2026 · share of each fund

DFAS vs SCHD Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

DFASSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DFAS vs JEPQ

YTD

DimensionalDFAS

+12.7%

JEPQJ.P. Morgan

+3.2%

+12.7%Year to date+3.2%

−9.4%Worst drop · 1Y−11.5%

15.7%Volatility · 1Y16.7%

1.0%Yield12.8%

$33.8BAssets$42.6B

3–1DFAS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DFAS0.30%$30

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAS, JEPQ, SCHD

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SCHD3.00%$300

DFAS1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

DFAS$103 − $30 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAS, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

DFASJEPQSCHD

DFAS—0.0%3.5%

JEPQ0.0%—3.8%

SCHD3.5%3.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

DFASWorst drop−9.4%15.7% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026