Compare · 4 funds side by side · dividends reinvested

DFIP, JEPI, SGOV and SCHD

DFIPDimensional×JEPIJ.P. Morgan×SGOViShares×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,429SCHD · best of the four

Story of the four · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the four · RiskSmallest drop

DFIP, JEPI, SGOV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B2.4

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.7%+4.5%+3.9%−0.0%0.2%$117B2.4

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.39%−1.5%−2.2%+3.8%[…]−4.3%3.7%$1.1B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFIP 2021 · JEPI 2020 · SGOV 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

DFIP

More Ways to See the Pairs

DFIP vs SGOV: Top 5 Holdings

Today

DFIP

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

DFIP vs SGOV Returns, Every Period

1Y

DimensionalDFIP

−2.2%

Cost, Income and Risk

Fees: DFIP, JEPI, SGOV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

DFIP0.11%$11

JEPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,095

$10,000 five years ago, dividends reinvested

DFIPMeasureSGOV

−1.5%Year to dateJan 1 → Nov 12+3.2%

−2.2%1 yearTotal return+3.7%

+3.8%3 years · per year$10,000 became $11,170 · $11,416+4.5%

[…]5 years · per year$10,000 became […] · $12,095+3.9%

0.11%Expense ratio$11 · $9 a year on $10k · lower is better0.09%

5.39%Trailing 12-mo yield$539 · $363 a year on $10k3.63%

−4.3%Worst dropSmaller is better−0.0%

3.7%VolatilityLower is calmer0.2%

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

1–6SGOV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

past year

SGOViShares

+3.7%

past year

DFIPSGOVFaded: behind in that period

0–3SGOV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Bonds vs Income: DFIP vs JEPI

YTD

DimensionalDFIP

−1.5%

JEPIJ.P. Morgan

+8.3%

−1.5%Year to date+8.3%

−4.3%Worst drop · 1Y−6.7%

3.7%Volatility · 1Y9.0%

5.4%Yield7.9%

$1.1BAssets$46.8B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: DFIP, JEPI, SGOV, SCHD

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

DFIP5.39%$539

SGOV3.63%$363

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

DFIP$539 − $11 = $528

SGOV$363 − $9 = $354

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFIP, JEPI, SGOV, SCHD

Today

8.5%most shared, JEPI and SCHD

DFIPJEPISGOVSCHD

DFIP—[…][…][…]

JEPI[…]—[…]8.5%

SGOV[…][…]—[…]

SCHD[…]8.5%[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SGOVWorst drop−0.0%0.2% vol

DFIPWorst drop−4.3%3.7% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.3%Year to date+34.2%

7.9%Yield2.9%

+10.1%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.3B

1–1level

End-of-day Nov 12, 2026

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DFIP, JEPI, SGOV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four