Compare · 4 funds side by side · dividends reinvested

GISC, SCHD, SPY and JEPQ

GISCGuggenheim×SCHDSchwab×SPYSPDR×JEPQJ.P. Morgan×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,358SPY · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the four · RiskSmallest drop

GISC, SCHD, SPY and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B2.7

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 10, 2026 · returns include dividends · since: GISC 2026 · SCHD 2011 · SPY 1993 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

GISC

More Ways to See the Pairs

GISC vs SCHD: Top 5 Holdings

Today

GISC

86.1%in top 5

SCHD

in top 521.4%

GISCStockSCHD

50.6%FNnot top 5

25.4%FRnot top 5

5.2%VMCnot top 5

not top 5PG4.4%

not top 5TXN4.3%

Cost, Income and Risk

Fees: GISC, SCHD, SPY, JEPQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPY0.09%$9

JEPQ0.35%$35

GISC0.47%$47

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

GISCMeasureSCHD

[…]Year to dateJan 1 → Nov 10+33.8%

[…]1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.47%Expense ratio$47 · $6 a year on $10k · lower is better0.06%

1.97%Trailing 12-mo yield$197 · $294 a year on $10k2.94%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

0–2SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.7%PLNTnot top 5

2.3%ORnot top 5

Held in common0.8%

End-of-day Nov 10, 2026 · share of each fund

GISC vs SCHD Returns, Every Period

1Y

GuggenheimGISC

[…]

past year

SCHDSchwab

+38.8%

past year

Returns […]

GISCSCHDFaded: behind in that period

0–0Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

GISC vs JEPQ

YTD

GuggenheimGISC

[…]

JEPQJ.P. Morgan

+6.0%

[…]Year to date+6.0%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

2.0%Yield12.4%

$92.9MAssets$40.7B

1–0JEPQ wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: GISC, SCHD, SPY, JEPQ

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

SCHD2.94%$294

GISC1.97%$197

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

SCHD$294 − $6 = $288

GISC$197 − $47 = $150

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: GISC, SCHD, SPY, JEPQ

Today

49.4%most shared, SPY and JEPQ

GISCSCHDSPYJEPQ

GISC—0.8%0.2%0.0%

SCHD0.8%—8.5%3.7%

SPY0.2%8.5%—49.4%

JEPQ0.0%3.7%49.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SPYWorst drop−8.9%13.8% vol

JEPQWorst drop−11.5%16.9% vol

GISCWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.0%Year to date+33.8%

12.4%Yield2.9%

+8.8%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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GISC, SCHD, SPY and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four