Compare · 3 funds side by side · dividends reinvested

HOOW, SCHD and JEPI

HOOWRoundhill×SCHDSchwab×JEPIJ.P. Morgan×

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

02 / 04

HOOW, SCHD and JEPI, 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

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.8

Roundhill Investments - HOOD WeeklyPay ETFUnsorted0.99%129.01%−38.6%−54.5%[…][…]−62.7%86.4%$101M2.7

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: HOOW 2025 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Investments - HOOD WeeklyPay ETF · $101M[…]

HOOW

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

HOOWMeasureSCHD

−38.6%Year to dateJan 1 → Nov 6+31.4%

−54.5%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.99%Expense ratio$99 · $6 a year on $10k · lower is better0.06%

129.01%Trailing 12-mo yield$12,901 · $300 a year on $10k3.00%

−62.7%Worst dropSmaller is better−6.9%

86.4%VolatilityLower is calmer11.7%

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

1–5SCHD wins

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

More Ways to See the Pairs

HOOW vs SCHD: Top 5 Holdings

Today

HOOW

127.1%in top 5

SCHD

in top 521.4%

HOOWStockSCHD

111.2%912797VAnot top 5

11.9%FGXXXnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

4.1%HOODnot top 5

Held in common0.0%

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

HOOW vs SCHD Returns, Every Period

RoundhillHOOW

−54.5%

past year

SCHDSchwab

+37.0%

past year

HOOWSCHDFaded: behind in that period

0–2SCHD wins

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

Unsorted vs Income: HOOW vs JEPI

YTD

RoundhillHOOW

−38.6%

JEPIJ.P. Morgan

+5.3%

−38.6%Year to date+5.3%

−62.7%Worst drop · 1Y−6.7%

86.4%Volatility · 1Y8.8%

129.0%Yield8.1%

$101MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: HOOW, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

HOOW0.99%$99

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

Yields: HOOW, SCHD, JEPI

129.01%highest, HOOW

FundTrailing yieldYield$10k

HOOW129.01%$12,901

JEPI8.09%$809

SCHD3.00%$300

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

Income After Fees on $10,000

$12,802most kept, HOOW

HOOW$12,901 − $99 = $12,802

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

KeptFee

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

Overlap: HOOW, SCHD, JEPI

Today

8.2%most shared, SCHD and JEPI

HOOWSCHDJEPI

HOOW—0.0%0.0%

SCHD0.0%—8.2%

JEPI0.0%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

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

HOOWWorst drop−62.7%86.4% vol

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

Paid More vs Made More

YTD

HOOWSCHD

−38.6%Year to date+31.4%

129.0%Yield3.0%

−54.5%Past year+37.0%

0.99%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%

$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