Compare · 3 funds side by side · dividends reinvested

INFO, JEPQ and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,454SCHD · best of the three

02 / 04

INFO, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.1

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.31%+12.4%+14.6%[…][…]−9.2%14.3%$918M2.2

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.4

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 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

INFO

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 40.8% in common

INFOMeasureJEPQ

+12.4%Year to dateJan 1 → Nov 9+6.6%

+14.6%1 yearTotal return+9.2%

[…]3 years · per year$10,000 became […] · $16,495+18.2%

[…]5 years · per year[…]

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

0.31%Trailing 12-mo yield$31 · $1,239 a year on $10k12.39%

−9.2%Worst dropSmaller is better−11.5%

14.3%VolatilityLower is calmer16.9%

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

4–1INFO 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 JEPQ: Top 5 Holdings

Today

INFO

31.5%in top 5

JEPQ

in top 528.9%

INFOStockJEPQ

8.6%AAPL7.4%

7.6%NVDA6.6%

6.5%MSFT6.1%

5.1%GOOGLnot top 5

not top 5GOOG4.4%

3.7%AMZN4.4%

Held in common40.8%

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

INFO vs JEPQ Returns, Every Period

HarborINFO

+14.6%

past year

JEPQJ.P. Morgan

+9.2%

past year

INFOJEPQFaded: 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 JEPQ

YTD

HarborINFO

+12.4%

JEPQJ.P. Morgan

+6.6%

+12.4%Year to date+6.6%

−9.2%Worst drop · 1Y−11.5%

14.3%Volatility · 1Y16.9%

0.3%Yield12.4%

$918MAssets$40.7B

3–1INFO wins

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

Cost, Income and Risk

Fees: INFO, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

INFO0.35%$35

JEPQ0.35%$35

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

Yields: INFO, JEPQ, SCHD

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SCHD2.96%$296

INFO0.31%$31

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

INFO$31 − $35 = −$4

KeptFee

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

Overlap: INFO, JEPQ, SCHD

Today

40.8%most shared, INFO and JEPQ

INFOJEPQSCHD

INFO—40.8%4.5%

JEPQ40.8%—3.8%

SCHD4.5%3.8%—

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

SCHDWorst drop−6.9%11.8% vol

INFOWorst drop−9.2%14.3% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+6.6%Year to date+33.1%

12.4%Yield3.0%

+9.2%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

+33.1%

VIGVanguard

+14.8%

+33.1%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