Compare · 3 funds side by side · dividends reinvested

FDLS, JEPI and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

FDLS, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.0

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.86%+16.0%+19.2%+22.1%[…]−9.5%16.5%$253M2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: FDLS 2022 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Inspire Fidelis Multi Factor ETF · $253M[…]

FDLS

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

FDLSMeasureJEPI

+16.0%Year to dateJan 1 → Nov 5+5.2%

+19.2%1 yearTotal return+8.3%

+22.1%3 years · per year$10,000 became $18,222 · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

0.66%Expense ratio$66 · $35 a year on $10k · lower is better0.35%

0.86%Trailing 12-mo yield$86 · $809 a year on $10k8.09%

−9.5%Worst dropSmaller is better−6.7%

16.5%VolatilityLower is calmer8.8%

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

3–4JEPI wins

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

More Ways to See the Pairs

FDLS vs JEPI: Top 5 Holdings

Today

FDLS

6.2%in top 5

JEPI

in top 59.9%

FDLSStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

1.3%RELYnot top 5

1.3%FLYWnot top 5

1.2%CONnot top 5

1.2%TLSnot top 5

1.2%OMCLnot top 5

Held in common2.0%

End-of-day Nov 5, 2026 · share of each fund

FDLS vs JEPI Returns, Every Period

InspireFDLS

+19.2%

past year

JEPIJ.P. Morgan

+8.3%

past year

FDLSJEPIFaded: behind in that period

3–0FDLS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FDLS vs JEPI

YTD

InspireFDLS

+16.0%

JEPIJ.P. Morgan

+5.2%

+16.0%Year to date+5.2%

−9.5%Worst drop · 1Y−6.7%

16.5%Volatility · 1Y8.8%

0.9%Yield8.1%

$253MAssets$46.1B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDLS, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

FDLS0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDLS, JEPI, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD2.98%$298

FDLS0.86%$86

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

FDLS$86 − $66 = $20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FDLS, JEPI, SCHD

Today

8.1%most shared, JEPI and SCHD

FDLSJEPISCHD

FDLS—2.0%2.3%

JEPI2.0%—8.1%

SCHD2.3%8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

FDLSWorst drop−9.5%16.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+5.2%Year to date+32.3%

8.1%Yield3.0%

+8.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026