Compare · 3 funds side by side · dividends reinvested

FEPI, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

FEPI, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

REX FANG & Innovation Equity Premium Income ETFIncome · Covered calls0.65%27.37%+2.3%+0.4%+17.6%[…]−15.0%20.9%$679M2.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: FEPI 2023 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

REX FANG & Innovation Equity Premium Income ETF · $679M[…]

FEPI

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

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

FEPIMeasureSCHD

+2.3%Year to dateJan 1 → Nov 4+35.3%

+0.4%1 yearTotal return+41.6%

+17.6%3 years · per year$10,000 became $16,282 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

27.37%Trailing 12-mo yield$2,737 · $291 a year on $10k2.91%

−15.0%Worst dropSmaller is better−6.9%

20.9%VolatilityLower is calmer11.5%

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

1–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FEPI vs SCHD: Top 5 Holdings

Today

FEPI

36.7%in top 5

SCHD

in top 521.6%

FEPIStockSCHD

8.1%TSLAnot top 5

7.4%AAPLnot top 5

7.2%AMZNnot top 5

7.0%PLTRnot top 5

7.0%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

FEPI vs SCHD Returns, Every Period

RexsharesFEPI

+0.4%

past year

SCHDSchwab

+41.6%

past year

FEPISCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FEPI vs SCHD

YTD

RexsharesFEPI

+2.3%

SCHDSchwab

+35.3%

+2.3%Year to date+35.3%

−15.0%Worst drop · 1Y−6.9%

20.9%Volatility · 1Y11.5%

27.4%Yield2.9%

$679MAssets$123B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FEPI, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FEPI0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FEPI, SCHD, VIG

27.37%highest, FEPI

FundTrailing yieldYield$10k

FEPI27.37%$2,737

SCHD2.91%$291

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,672most kept, FEPI

FEPI$2,737 − $65 = $2,672

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FEPI, SCHD, VIG

Today

15.1%most shared, FEPI and VIG

FEPISCHDVIG

FEPI—0.0%15.1%

SCHD0.0%—14.5%

VIG15.1%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

FEPIWorst drop−15.0%20.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FEPISCHD

+2.3%Year to date+35.3%

27.4%Yield2.9%

+0.4%Past year+41.6%

0.65%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026