Compare · 4 funds side by side · dividends reinvested

DGRO, WCEO, SCHD and JEPI

DGROiShares×WCEOHypatia Capital×SCHDSchwab×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,051DGRO · best of the four

Story of the four · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the four · RiskSmallest drop

DGRO, WCEO, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.9%+21.1%+20.9%+11.3%−6.5%10.3%$45.9B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B2.8

Hypatia Women CEO ETFUnsorted0.85%0.54%+19.6%+22.3%+18.2%[…]−7.3%14.5%$14M3.4

Rank among the four1st → 4thFee, 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: DGRO 2014 · WCEO 2023 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SCHD

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SCHD vs DGRO: Top 5 Holdings

Today

SCHD

21.8%in top 5

DGRO

in top 514.9%

SCHDStockDGRO

4.8%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.2%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: DGRO, WCEO, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

JEPI0.35%$35

WCEO0.85%$85

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

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%

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

DGRO

iShares Core Dividend Growth ETF · $45.9B$17,051

$10,000 five years ago, dividends reinvested · they hold 21.1% in common

SCHDMeasureDGRO

+34.9%Year to dateJan 1 → Nov 13+19.9%

+37.5%1 yearTotal return+21.1%

+20.2%3 years · per year$10,000 became $17,374 · $17,660+20.9%

+10.4%5 years · per year$10,000 became $16,418 · $17,051+11.3%

0.06%Expense ratio$6 · $8 a year on $10k · lower is better0.08%

2.92%Trailing 12-mo yield$292 · $182 a year on $10k1.82%

−6.9%Worst dropSmaller is better−6.5%

11.7%VolatilityLower is calmer10.3%

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

4–4Level

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

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5XOM2.9%

not top 5JNJ2.8%

Held in common21.1%

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

SCHD vs DGRO Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

DGROiShares

+11.3%

5 years, per year

SCHDDGROFaded: behind in that period

2–2Level

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

SCHD vs JEPI

YTD

SchwabSCHD

+34.9%

JEPIJ.P. Morgan

+8.2%

+34.9%Year to date+8.2%

−6.9%Worst drop · 1Y−6.7%

11.7%Volatility · 1Y9.0%

2.9%Yield7.9%

$124BAssets$47.3B

3–1JEPI wins

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

Yields: DGRO, WCEO, SCHD, JEPI

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

SCHD2.92%$292

DGRO1.82%$182

WCEO0.54%$54

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

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

SCHD$292 − $6 = $286

DGRO$182 − $8 = $174

WCEO$54 − $85 = −$31

KeptFee

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

Overlap: DGRO, WCEO, SCHD, JEPI

Today

34.1%most shared, DGRO and JEPI

DGROWCEOSCHDJEPI

DGRO—5.9%21.1%34.1%

WCEO5.9%—2.7%6.8%

SCHD21.1%2.7%—8.5%

JEPI34.1%6.8%8.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.7% vol

WCEOWorst drop−7.3%14.5% vol

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

Paid More vs Made More

YTD

JEPISCHD

+8.2%Year to date+34.9%

7.9%Yield2.9%

+9.6%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%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

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DGRO, WCEO, SCHD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four