Compare · 3 funds side by side · dividends reinvested

FTLS, JEPI and SCHD

FTLSFirst Trust×JEPIJ.P. Morgan×SCHDSchwab×

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

02 / 04

FTLS, JEPI and SCHD, 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%$120B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.1

First Trust Long/Short Equity ETFUnsorted0.95%0.90%+5.0%+4.6%+12.8%+9.2%−5.2%8.5%$2.6B2.3

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: FTLS 2014 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Long/Short Equity ETF · $2.6B$15,549

FTLS

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested · they hold 30.5% in common

FTLSMeasureJEPI

+5.0%Year to dateJan 1 → Nov 6+5.3%

+4.6%1 yearTotal return+8.2%

+12.8%3 years · per year$10,000 became $14,350 · $13,562+10.7%

+9.2%5 years · per year$10,000 became $15,549 · $14,118+7.1%

0.95%Expense ratio$95 · $35 a year on $10k · lower is better0.35%

0.90%Trailing 12-mo yield$90 · $809 a year on $10k8.09%

−5.2%Worst dropSmaller is better−6.7%

8.5%VolatilityLower is calmer8.8%

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

4–4Level

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

More Ways to See the Pairs

FTLS vs JEPI: Top 5 Holdings

Today

FTLS

25.2%in top 5

JEPI

in top 59.9%

FTLSStockJEPI

6.8%AAPL2.0%

6.1%NVDAnot top 5

5.1%MSFT2.0%

4.0%GOOGLnot top 5

3.2%AMZNnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common30.5%

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

FTLS vs JEPI Returns, Every Period

First TrustFTLS

+9.2%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

FTLSJEPIFaded: behind in that period

2–2Level

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

Unsorted vs Income: FTLS vs JEPI

YTD

First TrustFTLS

+5.0%

JEPIJ.P. Morgan

+5.3%

+5.0%Year to date+5.3%

−5.2%Worst drop · 1Y−6.7%

8.5%Volatility · 1Y8.8%

0.9%Yield8.1%

$2.6BAssets$45.2B

2–2level

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

Cost, Income and Risk

Fees: FTLS, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

FTLS0.95%$95

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

Yields: FTLS, JEPI, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

FTLS0.90%$90

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

FTLS$90 − $95 = −$5

KeptFee

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

Overlap: FTLS, JEPI, SCHD

Today

30.5%most shared, FTLS and JEPI

FTLSJEPISCHD

FTLS—30.5%7.8%

JEPI30.5%—8.2%

SCHD7.8%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

FTLSWorst drop−5.2%8.5% vol

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026