Compare · 3 funds side by side · dividends reinvested

FAS, JEPQ and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

FAS, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.1

Direxion Daily Financial Bull 3X ETFLeveraged · 3x0.92%8.67%+1.7%+13.8%+51.5%+6.2%−40.9%45.2%$2.1B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: FAS 2008 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Financial Bull 3X ETF · $2.1B$13,483

FAS

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

FASMeasureJEPQ

+1.7%Year to dateJan 1 → Nov 6+3.2%

+13.8%1 yearTotal return+4.5%

+51.5%3 years · per year$10,000 became $34,756 · $16,202+17.4%

+6.2%5 years · per year$10,000 became $13,483 · […][…]

0.92%Expense ratio$92 · $35 a year on $10k · lower is better0.35%

8.67%Trailing 12-mo yield$867 · $1,279 a year on $10k12.79%

−40.9%Worst dropSmaller is better−11.5%

45.2%VolatilityLower is calmer16.7%

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

2–5JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FAS vs JEPQ: Top 5 Holdings

Today

FAS

9.3%in top 5

JEPQ

in top 528.9%

FASStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

1.9%Vnot top 5

1.4%MAnot top 5

0.9%BACnot top 5

Held in common0.5%

End-of-day Nov 6, 2026 · share of each fund

FAS vs JEPQ Returns, Every Period

DirexionFAS

+13.8%

past year

JEPQJ.P. Morgan

+4.5%

past year

FASJEPQFaded: behind in that period

2–1FAS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: FAS vs JEPQ

YTD

DirexionFAS

+1.7%

JEPQJ.P. Morgan

+3.2%

+1.7%Year to date+3.2%

−40.9%Worst drop · 1Y−11.5%

45.2%Volatility · 1Y16.7%

8.7%Yield12.8%

$2.1BAssets$40.7B

4–0JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FAS, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

FAS0.92%$92

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FAS, JEPQ, SCHD

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

FAS8.67%$867

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

FAS$867 − $92 = $775

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FAS, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

FASJEPQSCHD

FAS—0.5%0.7%

JEPQ0.5%—3.8%

SCHD0.7%3.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.7% vol

FASWorst drop−40.9%45.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026