Compare · 4 funds side by side · dividends reinvested

FPFD, SCHD, JEPI and VIG

FPFDFidelity×SCHDSchwab×JEPIJ.P. Morgan×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,495VIG · best of the four

02 / 04

FPFD, SCHD, JEPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.5

Fidelity Preferred Securities & Income ETFIncome · Dividend stocks0.59%5.79%−2.2%−2.1%+7.3%+0.8%−4.8%3.2%$76M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FPFD 2021 · SCHD 2011 · JEPI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Preferred Securities & Income ETF · $76M$10,403

FPFD

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

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

FPFDMeasureSCHD

−2.2%Year to dateJan 1 → Nov 3+32.8%

−2.1%1 yearTotal return+37.6%

+7.3%3 years · per year$10,000 became $12,367 · $17,784+21.2%

+0.8%5 years · per year$10,000 became $10,403 · $16,352+10.3%

0.59%Expense ratio$59 · $6 a year on $10k · lower is better0.06%

5.79%Trailing 12-mo yield$579 · $297 a year on $10k2.97%

−4.8%Worst dropSmaller is better−6.9%

3.2%VolatilityLower is calmer11.4%

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

3–5SCHD wins

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

More Ways to See the Pairs

FPFD vs SCHD: Top 5 Holdings

Today

FPFD

5.7%in top 5

SCHD

in top 521.4%

FPFDStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

1.4%STRFnot top 5

1.4%SOJEnot top 5

1.2%MS-PPnot top 5

0.9%MS-PKnot top 5

0.8%BAC-PMnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

FPFD vs SCHD Returns, Every Period

FidelityFPFD

+0.8%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

FPFDSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FPFD vs JEPI

YTD

FidelityFPFD

−2.2%

JEPIJ.P. Morgan

+7.0%

−2.2%Year to date+7.0%

−4.8%Worst drop · 1Y−6.7%

3.2%Volatility · 1Y7.9%

5.8%Yield8.0%

$75.9MAssets$46.0B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FPFD, SCHD, JEPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPI0.35%$35

FPFD0.59%$59

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FPFD, SCHD, JEPI, VIG

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

FPFD5.79%$579

SCHD2.97%$297

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

FPFD$579 − $59 = $520

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FPFD, SCHD, JEPI, VIG

Today

30.7%most shared, JEPI and VIG

FPFDSCHDJEPIVIG

FPFD—0.0%0.0%0.0%

SCHD0.0%—8.2%14.5%

JEPI0.0%8.2%—30.7%

VIG0.0%14.5%30.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.6%SCHD, at 11.4% volatility

FPFDWorst drop−4.8%3.2% vol

JEPIWorst drop−6.7%7.9% vol

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+7.0%Year to date+32.8%

8.0%Yield3.0%

+9.8%Past year+37.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026