Compare · 4 funds side by side · dividends reinvested

FRNW, SCHD, VIG and JEPI

FRNWFidelity×SCHDSchwab×VIGVanguard×JEPIJ.P. Morgan×

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

02 / 04

FRNW, SCHD, VIG and JEPI, 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%$121B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.4

Fidelity Clean Energy ETFThematic · Clean energy & EV0.39%1.17%+3.8%−1.2%+16.1%−4.5%−28.4%27.3%$91M3.9

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: FRNW 2021 · SCHD 2011 · VIG 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Clean Energy ETF · $91M$7,944

FRNW

SCHD

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

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

FRNWMeasureSCHD

+3.8%Year to dateJan 1 → Nov 3+32.8%

−1.2%1 yearTotal return+37.6%

+16.1%3 years · per year$10,000 became $15,667 · $17,784+21.2%

−4.5%5 years · per year$10,000 became $7,944 · $16,352+10.3%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

1.17%Trailing 12-mo yield$117 · $297 a year on $10k2.97%

−28.4%Worst dropSmaller is better−6.9%

27.3%VolatilityLower is calmer11.4%

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

0–8SCHD wins

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

More Ways to See the Pairs

FRNW vs SCHD: Top 5 Holdings

Today

FRNW

21.0%in top 5

SCHD

in top 521.4%

FRNWStockSCHD

not top 5TXN4.6%

4.5%GEVnot top 5

not top 5PG4.3%

4.2%VWS.COnot top 5

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

4.1%FSLRnot top 5

4.1%EDP.LSnot top 5

4.1%NXTnot top 5

Held in common0.1%

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

FRNW vs SCHD Returns, Every Period

FidelityFRNW

−4.5%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

FRNWSCHDFaded: behind in that period

0–4SCHD wins

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

Thematic vs Income: FRNW vs JEPI

YTD

FidelityFRNW

+3.8%

JEPIJ.P. Morgan

+7.0%

+3.8%Year to date+7.0%

−28.4%Worst drop · 1Y−6.7%

27.3%Volatility · 1Y7.9%

1.2%Yield8.0%

$91.2MAssets$46.0B

4–0JEPI wins

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

Cost, Income and Risk

Fees: FRNW, SCHD, VIG, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPI0.35%$35

FRNW0.39%$39

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

Yields: FRNW, SCHD, VIG, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

SCHD2.97%$297

VIG1.47%$147

FRNW1.17%$117

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

FRNW$117 − $39 = $78

KeptFee

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

Overlap: FRNW, SCHD, VIG, JEPI

Today

30.7%most shared, VIG and JEPI

FRNWSCHDVIGJEPI

FRNW—0.1%0.0%0.0%

SCHD0.1%—14.5%8.2%

VIG0.0%14.5%—30.7%

JEPI0.0%8.2%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

JEPIWorst drop−6.7%7.9% vol

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

FRNWWorst drop−28.4%27.3% 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