Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.4%QQQ+1.4%VUG+0.9%VEA−0.4%IEFA−0.8%VTV−0.4%SPYM+0.3%VXUS+0.1%BND−0.1%VGT+1.4%IEMG+2.1%AGG−0.1%GLD−0.8%VWO+1.9%IJH+0.6%SCHD−0.7%SGOV+0.0%IWF+1.3%VIG−0.4%XLK+1.5%IJR+0.1%VO−0.1%QQQM+1.3%RSP−0.4%ITOT+0.4%DFAC+0.2%BNDX+0.1%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

FDM, SCHD and JEPI

FDMFirst Trust×SCHDSchwab×JEPIJ.P. Morgan×
Versus in desk
$7.5k$10k$12.5k$15k$17.5kLow $8,959 · 2022SCHD$16,267FDM$15,614JEPI$14,118Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three
02 / 04

FDM, SCHD and JEPI, 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
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.1
First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.53%+13.3%+20.9%+21.5%+9.3%−9.3%17.2%$264M2.4
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: FDM 2005 · SCHD 2011 · JEPI 2020
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
First Trust Dow Jones Select MicroCap Index Fund · $264M$15,614
FDM
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

FDMMeasureSCHD
+13.3%Year to dateJan 1 → Nov 6+31.4%
+20.9%1 yearTotal return+37.0%
+21.5%3 years · per year$10,000 became $17,957 · $17,266+20.0%
+9.3%5 years · per year$10,000 became $15,614 · $16,267+10.2%
0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%
1.53%Trailing 12-mo yield$153 · $300 a year on $10k3.00%
−9.3%Worst dropSmaller is better−6.9%
17.2%VolatilityLower is calmer11.7%
FDMSCHD 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
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

FDM vs SCHD: Top 5 Holdings

Today
FDM
8.4%in top 5
SCHD
in top 521.4%
FDMStockSCHD
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
not top 5AMGN4.1%
2.1%PDnot top 5
1.8%QNSTnot top 5
1.6%SMPnot top 5
1.6%APOGnot top 5
1.4%ORRFnot top 5
Held in common0.1%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

FDM vs SCHD Returns, Every Period

5Y
First TrustFDM
+9.3%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+13.3%+31.4%YTD+20.9%+37.0%1 year+21.5%+20.0%3 yrs · yr+9.3%+10.2%5 yrs · yr
FDMSCHDFaded: behind in that period
1–3SCHD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Unsorted vs Income: FDM vs JEPI

YTD
First TrustFDM
+13.3%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+13.3%+5.3%
+13.3%Year to date+5.3%
−9.3%Worst drop · 1Y−6.7%
17.2%Volatility · 1Y8.8%
1.5%Yield8.1%
$264MAssets$45.2B
3–1JEPI wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: FDM, SCHD, JEPI

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
JEPI0.35%$35
FDM0.65%$65
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: FDM, SCHD, JEPI

1Y
8.09%highest, JEPI
FundTrailing yieldYield$10k
JEPI8.09%$809
SCHD3.00%$300
FDM1.53%$153
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$774most kept, JEPI
JEPI$809 − $35 = $774
SCHD$300 − $6 = $294
FDM$153 − $65 = $88
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: FDM, SCHD, JEPI

Today
8.2%most shared, SCHD and JEPI
FDMSCHDJEPI
FDM—0.1%0.0%
SCHD0.1%—8.2%
JEPI0.0%8.2%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%Volatility · 1 year → bumpierSCHD +37.0%FDM +20.9%JEPI +8.2%
JEPIWorst drop−6.7%8.8% vol
SCHDWorst drop−6.9%11.7% vol
FDMWorst drop−9.3%17.2% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
JEPISCHD
Jan 1Nov 6+5.3%+31.4%
+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
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$178BAssets$778B
2–0SPYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com
Also playingIssuersVisualizationsMarketsFeedPortfolioDaily email