Compare · 4 funds side by side · dividends reinvested

FSMB, JEPI, SCHD and SGOV

FSMBFirst Trust×JEPIJ.P. Morgan×SCHDSchwab×SGOViShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

FSMB, JEPI, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B2.1

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.7%+4.5%+3.9%−0.0%0.2%$117B2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.4

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.21%+1.5%+2.0%+3.7%+1.6%−2.4%1.8%$672M3.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: FSMB 2018 · JEPI 2020 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Short Duration Managed Municipal ETF · $672M$10,796

FSMB

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FSMB vs JEPI: Top 5 Holdings

Today

FSMB

[…]in top 5

JEPI

in top 59.8%

FSMBStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: FSMB, JEPI, SCHD, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

FSMB0.34%$34

JEPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,510

$10,000 five years ago, dividends reinvested

FSMBMeasureJEPI

+1.5%Year to dateJan 1 → Nov 12+8.6%

+2.0%1 yearTotal return+11.2%

+3.7%3 years · per year$10,000 became $11,160 · $13,729+11.1%

+1.6%5 years · per year$10,000 became $10,807 · $14,545+7.8%

0.34%Expense ratio$34 · $35 a year on $10k · lower is better0.35%

3.21%Trailing 12-mo yield$321 · $784 a year on $10k7.84%

−2.4%Worst dropSmaller is better−6.7%

1.8%VolatilityLower is calmer9.0%

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

3–5JEPI wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

FSMB vs JEPI Returns, Every Period

5Y

First TrustFSMB

+1.6%

5 years, per year

JEPIJ.P. Morgan

+7.8%

5 years, per year

FSMBJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Bonds vs Income: FSMB vs JEPI

YTD

First TrustFSMB

+1.5%

JEPIJ.P. Morgan

+8.6%

+1.5%Year to date+8.6%

−2.4%Worst drop · 1Y−6.7%

1.8%Volatility · 1Y9.0%

3.2%Yield7.8%

$672MAssets$46.8B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: FSMB, JEPI, SCHD, SGOV

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

SGOV3.63%$363

FSMB3.21%$321

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

SGOV$363 − $9 = $354

FSMB$321 − $34 = $287

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FSMB, JEPI, SCHD, SGOV

Today

8.5%most shared, JEPI and SCHD

FSMBJEPISCHDSGOV

FSMB—[…][…][…]

JEPI[…]—8.5%[…]

SCHD[…]8.5%—[…]

SGOV[…][…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SGOVWorst drop−0.0%0.2% vol

FSMBWorst drop−2.4%1.8% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.6%Year to date+34.6%

7.8%Yield2.9%

+11.2%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.3B

1–1level

End-of-day Nov 12, 2026

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FSMB, JEPI, SCHD and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four