Compare · 4 funds side by side · dividends reinvested

GISC, SCHD, IVV and JEPQ

GISCGuggenheim×SCHDSchwab×IVViShares×JEPQJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

GISC, SCHD, IVV and JEPQ, 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%$120B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.7

Guggenheim Funds Trust - Guggenheim Securitized Income ETFIncome · Dividend stocks0.47%1.96%[…][…][…][…][…][…]$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 6, 2026 · returns include dividends · since: GISC 2026 · SCHD 2011 · IVV 2000 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

GISC

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

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

IVVMeasureGISC

+8.7%Year to dateJan 1 → Nov 6[…]

+9.8%1 yearTotal return[…]

+21.8%3 years · per year$10,000 became $18,084 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $47 a year on $10k · lower is better0.47%

1.14%Trailing 12-mo yield$114 · $196 a year on $10k1.96%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

IVV vs GISC: Top 5 Holdings

Today

IVV

27.8%in top 5

GISC

in top 583.6%

IVVStockGISC

not top 5FN45.2%

not top 5FR27.6%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5VMC5.6%

4.0%AMZNnot top 5

not top 5PLNT2.9%

2.6%GOOGLnot top 5

not top 5OR2.3%

Held in common0.3%

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

IVV vs GISC Returns, Every Period

iSharesIVV

+9.8%

past year

GISCGuggenheim

[…]

past year

Returns […]

IVVGISCFaded: behind in that period

0–0Level

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

Core vs Income: IVV vs JEPQ

YTD

iSharesIVV

+8.7%

JEPQJ.P. Morgan

+3.2%

+8.7%Year to date+3.2%

−8.9%Worst drop · 1Y−11.5%

13.6%Volatility · 1Y16.7%

1.1%Yield12.8%

$850BAssets$42.6B

3–1IVV wins

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

Cost, Income and Risk

Fees: GISC, SCHD, IVV, JEPQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

JEPQ0.35%$35

GISC0.47%$47

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

Yields: GISC, SCHD, IVV, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SCHD3.00%$300

GISC1.96%$196

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

GISC$196 − $47 = $149

IVV$114 − $3 = $111

KeptFee

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

Overlap: GISC, SCHD, IVV, JEPQ

Today

49.5%most shared, IVV and JEPQ

GISCSCHDIVVJEPQ

GISC—0.8%0.3%0.0%

SCHD0.8%—8.7%3.8%

IVV0.3%8.7%—49.5%

JEPQ0.0%3.8%49.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IVVWorst drop−8.9%13.6% vol

JEPQWorst drop−11.5%16.7% vol

GISCWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026