Compare · 3 funds side by side · dividends reinvested

INFO, JEPI and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

INFO, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.9

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.31%+12.2%+14.4%[…][…]−9.2%14.2%$918M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: INFO 2024 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Harbor PanAgora Dynamic Large Cap Core ETF · $918M[…]

INFO

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 33.9% in common

INFOMeasureJEPI

+12.2%Year to dateJan 1 → Nov 9+7.5%

+14.4%1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $13,679+11.0%

[…]5 years · per year$10,000 became […] · $14,448+7.6%

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

0.31%Trailing 12-mo yield$31 · $793 a year on $10k7.93%

−9.2%Worst dropSmaller is better−6.7%

14.2%VolatilityLower is calmer9.0%

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

2–3JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

INFO vs JEPI: Top 5 Holdings

Today

INFO

31.5%in top 5

JEPI

in top 59.9%

INFOStockJEPI

8.6%AAPL2.0%

7.7%NVDAnot top 5

6.5%MSFT2.0%

5.1%GOOGLnot top 5

3.7%AMZNnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common33.9%

End-of-day Nov 9, 2026 · share of each fund

INFO vs JEPI Returns, Every Period

HarborINFO

+14.4%

past year

JEPIJ.P. Morgan

+10.9%

past year

INFOJEPIFaded: behind in that period

2–0INFO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: INFO vs JEPI

YTD

HarborINFO

+12.2%

JEPIJ.P. Morgan

+7.5%

+12.2%Year to date+7.5%

−9.2%Worst drop · 1Y−6.7%

14.2%Volatility · 1Y9.0%

0.3%Yield7.9%

$918MAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INFO, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

INFO0.35%$35

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: INFO, JEPI, SCHD

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

SCHD2.96%$296

INFO0.31%$31

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

INFO$31 − $35 = −$4

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: INFO, JEPI, SCHD

Today

33.9%most shared, INFO and JEPI

INFOJEPISCHD

INFO—33.9%4.5%

JEPI33.9%—8.4%

SCHD4.5%8.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

INFOWorst drop−9.2%14.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+7.5%Year to date+33.2%

7.9%Yield3.0%

+10.9%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026