Compare · 4 funds side by side · dividends reinvested

GISC, JEPQ, SCHD and CGDV

GISCGuggenheim×JEPQJ.P. Morgan×SCHDSchwab×CGDVCapital Group×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,429SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

GISC, JEPQ, SCHD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$38.7B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B2.7

Guggenheim Funds Trust - Guggenheim Securitized Income ETFIncome · Dividend stocks0.47%1.97%[…][…][…][…][…][…]$93M3.5

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: GISC 2026 · JEPQ 2022 · SCHD 2011 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

JEPQ

More Ways to See the Pairs

JEPQ vs GISC: Top 5 Holdings

Today

JEPQ

27.3%in top 5

GISC

in top 586.5%

JEPQStockGISC

not top 5FN51.0%

not top 5FR25.6%

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.6%MSFTnot top 5

Cost, Income and Risk

Fees: GISC, JEPQ, SCHD, CGDV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

JEPQ0.35%$35

GISC0.47%$47

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%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

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

GISC

Guggenheim Funds Trust - Guggenheim Securitized Income ETF · $93M[…]

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

JEPQMeasureGISC

+7.8%Year to dateJan 1 → Nov 12[…]

+8.8%1 yearTotal return[…]

+17.9%3 years · per year$10,000 became $16,406 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $47 a year on $10k · lower is better0.47%

12.24%Trailing 12-mo yield$1,224 · $197 a year on $10k1.97%

−11.5%Worst dropSmaller is better[…]

16.9%VolatilityLower is calmer[…]

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

2–0JEPQ wins

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

not top 5VMC5.1%

4.3%GOOGnot top 5

4.2%AMZNnot top 5

not top 5PLNT2.7%

not top 5OR2.1%

Held in common0.0%

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

JEPQ vs GISC Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

GISCGuggenheim

[…]

past year

Returns […]

JEPQGISCFaded: behind in that period

0–0Level

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

JEPQ vs SCHD

YTD

J.P. MorganJEPQ

+7.8%

SCHDSchwab

+34.2%

+7.8%Year to date+34.2%

−11.5%Worst drop · 1Y−6.9%

16.9%Volatility · 1Y11.7%

12.2%Yield2.9%

$41.8BAssets$123B

3–1SCHD wins

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

Yields: GISC, JEPQ, SCHD, CGDV

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

SCHD2.93%$293

GISC1.97%$197

CGDV1.24%$124

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

SCHD$293 − $6 = $287

GISC$197 − $47 = $150

CGDV$124 − $33 = $91

KeptFee

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

Overlap: GISC, JEPQ, SCHD, CGDV

Today

28.4%most shared, JEPQ and CGDV

GISCJEPQSCHDCGDV

GISC—0.0%0.8%0.0%

JEPQ0.0%—3.8%28.4%

SCHD0.8%3.8%—5.7%

CGDV0.0%28.4%5.7%—

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

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

GISCWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQSCHD

+7.8%Year to date+34.2%

12.2%Yield2.9%

+8.8%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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GISC, JEPQ, SCHD and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four