Compare · 3 funds side by side · dividends reinvested

DFII, JEPQ and SCHD

DFIIFirst Trust×JEPQJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

DFII, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.0

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%19.23%−11.4%−25.7%[…][…]−42.9%42.2%$20M2.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFII 2025 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Bitcoin Strategy & Target Income ETF · $20M[…]

DFII

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested

DFIIMeasureJEPQ

−11.4%Year to dateJan 1 → Nov 4+8.5%

−25.7%1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]5 years · per year[…]

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

19.23%Trailing 12-mo yield$1,923 · $1,217 a year on $10k12.17%

−42.9%Worst dropSmaller is better−8.8%

42.2%VolatilityLower is calmer15.5%

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

1–5JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFII vs JEPQ: Top 5 Holdings

Today

DFII

[…]in top 5

JEPQ

in top 528.3%

DFIIStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

DFII vs JEPQ Returns, Every Period

First TrustDFII

−25.7%

past year

JEPQJ.P. Morgan

+9.3%

past year

DFIIJEPQFaded: behind in that period

0–2JEPQ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFII vs JEPQ

YTD

First TrustDFII

−11.4%

JEPQJ.P. Morgan

+8.5%

−11.4%Year to date+8.5%

−42.9%Worst drop · 1Y−8.8%

42.2%Volatility · 1Y15.5%

19.2%Yield12.2%

$20.2MAssets$42.1B

3–1JEPQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFII, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

DFII0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFII, JEPQ, SCHD

19.23%highest, DFII

FundTrailing yieldYield$10k

DFII19.23%$1,923

JEPQ12.17%$1,217

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,838most kept, DFII

DFII$1,923 − $85 = $1,838

JEPQ$1,217 − $35 = $1,182

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFII, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

DFIIJEPQSCHD

DFII—[…][…]

JEPQ[…]—3.8%

SCHD[…]3.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

JEPQWorst drop−8.8%15.5% vol

DFIIWorst drop−42.9%42.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFIISCHD

−11.4%Year to date+35.3%

19.2%Yield2.9%

−25.7%Past year+41.6%

0.85%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026