Compare · 3 funds side by side · dividends reinvested

DRIP, SCHD and JEPI

DRIPDirexion×SCHDSchwab×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

DRIP, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B1.6

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETFLeveraged · 2x1.03%3.23%−56.9%−55.6%−24.9%−37.7%−68.8%59.7%$145M2.9

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

End-of-day Nov 10, 2026 · returns include dividends · since: DRIP 2015 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF · $145M$939

DRIP

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested

DRIPMeasure

More Ways to See the Pairs

DRIP vs SCHD: Top 5 Holdings

Today

DRIP

[…]in top 5

SCHD

in top 521.4%

DRIPStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: DRIP, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

DRIP1.03%$103

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

SCHD

−56.9%Year to dateJan 1 → Nov 10+33.8%

−55.6%1 yearTotal return+38.8%

−24.9%3 years · per year$10,000 became $4,237 · $17,062+19.5%

−37.7%5 years · per year$10,000 became $939 · $16,428+10.4%

1.03%Expense ratio$103 · $6 a year on $10k · lower is better0.06%

3.23%Trailing 12-mo yield$323 · $294 a year on $10k2.94%

−68.8%Worst dropSmaller is better−6.9%

59.7%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

DRIP vs SCHD Returns, Every Period

5Y

DirexionDRIP

−37.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DRIPSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: DRIP vs JEPI

YTD

DirexionDRIP

−56.9%

JEPIJ.P. Morgan

+7.6%

−56.9%Year to date+7.6%

−68.8%Worst drop · 1Y−6.7%

59.7%Volatility · 1Y9.0%

3.2%Yield7.9%

$145MAssets$45.2B

4–0JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: DRIP, SCHD, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

DRIP3.23%$323

SCHD2.94%$294

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SCHD$294 − $6 = $288

DRIP$323 − $103 = $220

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DRIP, SCHD, JEPI

Today

8.3%most shared, SCHD and JEPI

DRIPSCHDJEPI

DRIP—[…][…]

SCHD[…]—8.3%

JEPI[…]8.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

DRIPWorst drop−68.8%59.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+7.6%Year to date+33.8%

7.9%Yield2.9%

+10.6%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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DRIP, SCHD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: DRIP, SCHD, JEPI