Compare · 3 funds side by side · dividends reinvested

DFAT, JEPQ and SCHD

DFATDimensional×JEPQJ.P. Morgan×SCHDSchwab×

02 / 04

−0.1%

Search ETFs and stocks

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 incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

DFAT, JEPQ and SCHD, 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%$124B1.1

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$31.6B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.7

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: DFAT 2000 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.6B$15,377

DFAT

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

DFAT

More Ways to See the Pairs

DFAT vs SCHD: Top 5 Holdings

Today

DFAT

3.6%in top 5

SCHD

in top 521.8%

DFATStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: DFAT, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DFAT0.31%$31

JEPQ0.35%$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%

Measure

SCHD

+18.8%Year to dateJan 1 → Nov 13+34.9%

+22.8%1 yearTotal return+37.5%

+18.0%3 years · per year$10,000 became $16,427 · $17,374+20.2%

+9.0%5 years · per year$10,000 became $15,377 · $16,418+10.4%

0.31%Expense ratio$31 · $6 a year on $10k · lower is better0.06%

1.33%Trailing 12-mo yield$133 · $292 a year on $10k2.92%

−9.6%Worst dropSmaller is better−6.9%

14.8%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

0.8%OVVnot top 5

0.8%CNHnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common3.4%

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

DFAT vs SCHD Returns, Every Period

5Y

DimensionalDFAT

+9.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DFATSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: DFAT vs JEPQ

YTD

DimensionalDFAT

+18.8%

JEPQJ.P. Morgan

+6.7%

+18.8%Year to date+6.7%

−9.6%Worst drop · 1Y−11.5%

14.8%Volatility · 1Y17.0%

1.3%Yield12.4%

$31.6BAssets$42.5B

3–1DFAT wins

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

Yields: DFAT, JEPQ, SCHD

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

SCHD2.92%$292

DFAT1.33%$133

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

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

SCHD$292 − $6 = $286

DFAT$133 − $31 = $102

KeptFee

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

Overlap: DFAT, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

DFATJEPQSCHD

DFAT—0.0%3.4%

JEPQ0.0%—3.8%

SCHD3.4%3.8%—

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

SCHDWorst drop−6.9%11.7% vol

DFATWorst drop−9.6%14.8% vol

JEPQWorst drop−11.5%17.0% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+6.7%Year to date+34.9%

12.4%Yield2.9%

+7.6%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

Loading…

DFAT, JEPQ and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: DFAT, JEPQ, SCHD