Compare · 3 funds side by side · dividends reinvested

FORH, SCHD and JEPI

FORHFormidable×SCHDSchwab×JEPIJ.P. Morgan×

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

02 / 04

FORH, 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%$120B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.6

Formidable ETFUnsorted1.19%1.98%−8.0%−8.7%+1.9%+0.1%−15.3%14.7%$16M3.0

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: FORH 2021 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Formidable ETF · $16M$10,064

FORH

SCHD

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

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

FORHMeasureSCHD

−8.0%Year to dateJan 1 → Nov 6+31.4%

−8.7%1 yearTotal return+37.0%

+1.9%3 years · per year$10,000 became $10,578 · $17,266+20.0%

+0.1%5 years · per year$10,000 became $10,064 · $16,267+10.2%

1.19%Expense ratio$119 · $6 a year on $10k · lower is better0.06%

1.98%Trailing 12-mo yield$198 · $300 a year on $10k3.00%

−15.3%Worst dropSmaller is better−6.9%

14.7%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

FORH vs SCHD: Top 5 Holdings

Today

FORH

27.3%in top 5

SCHD

in top 521.4%

FORHStockSCHD

10.9%ACTGnot top 5

5.7%Bnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.7%TLNEnot top 5

3.5%ARLPnot top 5

3.5%HSTMnot top 5

Held in common0.0%

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

FORH vs SCHD Returns, Every Period

FormidableFORH

+0.1%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

FORHSCHDFaded: behind in that period

0–4SCHD wins

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

Unsorted vs Income: FORH vs JEPI

YTD

FormidableFORH

−8.0%

JEPIJ.P. Morgan

+5.3%

−8.0%Year to date+5.3%

−15.3%Worst drop · 1Y−6.7%

14.7%Volatility · 1Y8.8%

2.0%Yield8.1%

$16.4MAssets$46.8B

4–0JEPI wins

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

Cost, Income and Risk

Fees: FORH, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

FORH1.19%$119

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

Yields: FORH, SCHD, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

FORH1.98%$198

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

FORH$198 − $119 = $79

KeptFee

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

Overlap: FORH, SCHD, JEPI

Today

8.2%most shared, SCHD and JEPI

FORHSCHDJEPI

FORH—0.0%0.0%

SCHD0.0%—8.2%

JEPI0.0%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

FORHWorst drop−15.3%14.7% 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