Compare · 3 funds side by side · dividends reinvested

EFAS, SCHD and JEPI

EFASGlobal X×SCHDSchwab×JEPIJ.P. Morgan×
$5k$10k$15k$20k$25kLow $7,794 · 2022EFAS$19,355SCHD$16,352JEPI$14,322Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,355EFAS · best of the three
02 / 04

EFAS, SCHD and JEPI, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.9
Global X - MSCI SuperDividend EAFE ETFIncome · Dividend stocks0.55%4.89%+18.6%+26.4%+27.8%+14.1%−8.4%11.1%$61M2.0
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.1
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 3, 2026 · returns include dividends · since: EFAS 2016 · SCHD 2011 · JEPI 2020
@TheETFTracker·theetftracker.com

Head to Head

5Y
Global X - MSCI SuperDividend EAFE ETF · $61M$19,355
EFAS
SCHD
Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EFASMeasureSCHD
+18.6%Year to dateJan 1 → Nov 3+32.8%
+26.4%1 yearTotal return+37.6%
+27.8%3 years · per year$10,000 became $20,884 · $17,784+21.2%
+14.1%5 years · per year$10,000 became $19,355 · $16,352+10.3%
0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%
4.89%Trailing 12-mo yield$489 · $297 a year on $10k2.97%
−8.4%Worst dropSmaller is better−6.9%
11.1%VolatilityLower is calmer11.4%
EFASSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
4–4Level
End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

EFAS vs SCHD: Top 5 Holdings

Today
EFAS
12.8%in top 5
in top 521.4%
EFASStockSCHD
not top 5TXN4.6%
not top 5PG4.3%
not top 5KO4.2%
not top 5CVX4.2%
not top 5HD4.2%
2.9%1308.HKnot top 5
2.6%REP.MCnot top 5
2.5%VAR.OLnot top 5
2.5%SW.PAnot top 5
2.3%OMV.VInot top 5
Held in common0.0%
End-of-day Nov 3, 2026 · share of each fund
@TheETFTracker·theetftracker.com

EFAS vs SCHD Returns, Every Period

5Y
Global XEFAS
+14.1%
5 years, per year
SCHDSchwab
+10.3%
5 years, per year
0%+10%+20%+30%+40%+18.6%+32.8%YTD+26.4%+37.6%1 year+27.8%+21.2%3 yrs · yr+14.1%+10.3%5 yrs · yr
EFASSCHDFaded: behind in that period
2–2Level
End-of-day Nov 3, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

EFAS vs JEPI

YTD
Global XEFAS
+18.6%
JEPIJ.P. Morgan
+7.0%
Jan 1Nov 3+18.6%+7.0%
+18.6%Year to date+7.0%
−8.4%Worst drop · 1Y−6.7%
11.1%Volatility · 1Y7.9%
4.9%Yield8.0%
$61.1MAssets$46.0B
3–1JEPI wins
End-of-day Nov 3, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: EFAS, SCHD, JEPI

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
JEPI0.35%$35
EFAS0.55%$55
End-of-day Nov 3, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: EFAS, SCHD, JEPI

1Y
7.96%highest, JEPI
FundTrailing yieldYield$10k
JEPI7.96%$796
EFAS4.89%$489
SCHD2.97%$297
End-of-day Nov 3, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$761most kept, JEPI
JEPI$796 − $35 = $761
EFAS$489 − $55 = $434
SCHD$297 − $6 = $291
KeptFee
End-of-day Nov 3, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: EFAS, SCHD, JEPI

Today
8.2%most shared, SCHD and JEPI
EFASSCHDJEPI
EFAS—0.0%0.0%
SCHD0.0%—8.2%
JEPI0.0%8.2%—
End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.6%SCHD, at 11.4% volatility
0%+10%+20%+30%+40%+50%5%7.5%10%12.5%Volatility · 1 year → bumpierSCHD +37.6%EFAS +26.4%JEPI +9.8%
JEPIWorst drop−6.7%7.9% vol
EFASWorst drop−8.4%11.1% vol
SCHDWorst drop−6.9%11.4% vol
End-of-day Nov 3, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 3+7.0%+32.8%
+7.0%Year to date+32.8%
8.0%Yield3.0%
+9.8%Past year+37.6%
0.35%Fee0.06%
3–1SCHD wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+32.8%
VIGVanguard
+14.0%
Jan 1Nov 3+32.8%+14.0%
+32.8%Year to date+14.0%
3.0%Yield1.5%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+7.5%
JEPIJ.P. Morgan
+7.0%
Jan 1Nov 3+7.5%+7.0%
+7.5%Year to date+7.0%
12.3%Yield8.0%
$41.8BAssets$46.0B
2–0JEPQ wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+11.5%
SPYSPDR
+11.5%
Jan 1Nov 3+11.5%+11.5%
+11.5%Year to date+11.5%
1.0%Yield1.0%
$185BAssets$798B
0–0level
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com