Compare · 4 funds side by side · dividends reinvested

DGRO, WCEO, SCHD and JEPI

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941DGRO · best of the four

02 / 04

DGRO, WCEO, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$44.9B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.8

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.5%+20.7%+18.6%[…]−7.3%14.3%$14M3.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: DGRO 2014 · WCEO 2023 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Hypatia Women CEO ETF · $14M[…]

WCEO

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

WCEOMeasureSCHD

+16.5%Year to dateJan 1 → Nov 5+32.3%

+20.7%1 yearTotal return+38.7%

+18.6%3 years · per year$10,000 became $16,664 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

0.55%Trailing 12-mo yield$55 · $298 a year on $10k2.98%

−7.3%Worst dropSmaller is better−6.9%

14.3%VolatilityLower is calmer11.7%

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

0–7SCHD wins

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

More Ways to See the Pairs

WCEO vs SCHD: Top 5 Holdings

Today

WCEO

8.0%in top 5

SCHD

in top 521.7%

WCEOStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.7%CLXnot top 5

1.6%ACInot top 5

1.6%KMInot top 5

1.6%TRnot top 5

1.5%MPCnot top 5

Held in common2.8%

End-of-day Nov 5, 2026 · share of each fund

WCEO vs SCHD Returns, Every Period

Hypatia CapitalWCEO

+20.7%

past year

SCHDSchwab

+38.7%

past year

WCEOSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: WCEO vs JEPI

YTD

Hypatia CapitalWCEO

+16.5%

JEPIJ.P. Morgan

+5.2%

+16.5%Year to date+5.2%

−7.3%Worst drop · 1Y−6.7%

14.3%Volatility · 1Y8.8%

0.6%Yield8.1%

$14.0MAssets$46.8B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

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 5, 2026 · fee on $10,000 a year

Yields: DGRO, WCEO, SCHD, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD2.98%$298

DGRO1.86%$186

WCEO0.55%$55

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

DGRO$186 − $8 = $178

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DGRO, WCEO, SCHD, JEPI

Today

34.2%most shared, DGRO and JEPI

DGROWCEOSCHDJEPI

DGRO—5.9%21.1%34.2%

WCEO5.9%—2.8%6.8%

SCHD21.1%2.8%—8.1%

JEPI34.2%6.8%8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

WCEOWorst drop−7.3%14.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+5.2%Year to date+32.3%

8.1%Yield3.0%

+8.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026