Compare · 3 funds side by side · dividends reinvested

FDEV, JEPI and SCHD

FDEVFidelity×JEPIJ.P. Morgan×SCHDSchwab×

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

02 / 04

FDEV, JEPI 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%$120B1.5

Fidelity International Multifactor ETFInternational · Ex-US broad0.18%3.30%+9.2%+15.8%+18.4%+7.6%−8.5%12.5%$284M2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.3

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: FDEV 2019 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity International Multifactor ETF · $284M$14,443

FDEV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

FDEVMeasureSCHD

+9.2%Year to dateJan 1 → Nov 6+31.4%

+15.8%1 yearTotal return+37.0%

+18.4%3 years · per year$10,000 became $16,607 · $17,266+20.0%

+7.6%5 years · per year$10,000 became $14,443 · $16,267+10.2%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

3.30%Trailing 12-mo yield$330 · $300 a year on $10k3.00%

−8.5%Worst dropSmaller is better−6.9%

12.5%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

FDEV vs SCHD: Top 5 Holdings

Today

FDEV

8.6%in top 5

SCHD

in top 521.4%

FDEVStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.9%1878.Tnot top 5

1.7%ROP.SWnot top 5

1.7%SHEL.Lnot top 5

1.7%H78.SInot top 5

1.6%LI.PAnot top 5

Held in common0.0%

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

FDEV vs SCHD Returns, Every Period

FidelityFDEV

+7.6%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

FDEVSCHDFaded: behind in that period

0–4SCHD wins

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

International vs Income: FDEV vs JEPI

YTD

FidelityFDEV

+9.2%

JEPIJ.P. Morgan

+5.3%

+9.2%Year to date+5.3%

−8.5%Worst drop · 1Y−6.7%

12.5%Volatility · 1Y8.8%

3.3%Yield8.1%

$284MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: FDEV, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FDEV0.18%$18

JEPI0.35%$35

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

Yields: FDEV, JEPI, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

FDEV3.30%$330

SCHD3.00%$300

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

FDEV$330 − $18 = $312

SCHD$300 − $6 = $294

KeptFee

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

Overlap: FDEV, JEPI, SCHD

Today

8.2%most shared, JEPI and SCHD

FDEVJEPISCHD

FDEV—0.0%0.0%

JEPI0.0%—8.2%

SCHD0.0%8.2%—

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

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

FDEVWorst drop−8.5%12.5% vol

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

Paid More vs Made More

YTD

JEPISCHD

+5.3%Year to date+31.4%

8.1%Yield3.0%

+8.2%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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026