Compare · 4 funds side by side · dividends reinvested

FDEC, SCHD, VIG and JEPQ

FDECFirst Trust×SCHDSchwab×VIGVanguard×JEPQJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,495VIG · best of the four

02 / 04

FDEC, SCHD, VIG and JEPQ, 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%$121B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.1

FT Vest U.S. Equity Buffer ETF - DecemberDefined Outcome · Buffer0.85%0.00%+8.9%+11.9%+18.1%+10.3%−5.8%7.6%$1.3B2.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B3.1

Rank among the four1st → 4thFee, 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: FDEC 2020 · SCHD 2011 · VIG 2006 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Buffer ETF - December · $1.3B$16,344

FDEC

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested

FDECMeasureSCHD

+8.9%Year to dateJan 1 → Nov 3+32.8%

+11.9%1 yearTotal return+37.6%

+18.1%3 years · per year$10,000 became $16,460 · $17,784+21.2%

+10.3%5 years · per year$10,000 became $16,344 · $16,352+10.3%

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

0.00%Trailing 12-mo yield$0 · $297 a year on $10k2.97%

−5.8%Worst dropSmaller is better−6.9%

7.6%VolatilityLower is calmer11.4%

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

2–5SCHD wins

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

More Ways to See the Pairs

FDEC vs SCHD: Top 5 Holdings

Today

FDEC

[…]in top 5

SCHD

in top 521.4%

FDECStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

FDEC vs SCHD Returns, Every Period

First TrustFDEC

+10.3%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

FDECSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: FDEC vs JEPQ

YTD

First TrustFDEC

+8.9%

JEPQJ.P. Morgan

+7.5%

+8.9%Year to date+7.5%

−5.8%Worst drop · 1Y−8.8%

7.6%Volatility · 1Y15.5%

0.0%Yield12.3%

$1.3BAssets$41.8B

3–1FDEC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDEC, SCHD, VIG, JEPQ

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPQ0.35%$35

FDEC0.85%$85

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FDEC, SCHD, VIG, JEPQ

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

SCHD2.97%$297

VIG1.47%$147

FDEC0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

FDEC$0 − $85 = −$85

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FDEC, SCHD, VIG, JEPQ

Today

26.2%most shared, VIG and JEPQ

FDECSCHDVIGJEPQ

FDEC—[…][…][…]

SCHD[…]—14.5%3.7%

VIG[…]14.5%—26.2%

JEPQ[…]3.7%26.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.6%SCHD, at 11.4% volatility

FDECWorst drop−5.8%7.6% vol

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+7.5%Year to date+32.8%

12.3%Yield3.0%

+8.6%Past year+37.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026