Compare · 3 funds side by side · dividends reinvested

IUSB, JEPI and SCHD

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

02 / 04

IUSB, JEPI and SCHD, 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%$120B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.0

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B2.1

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: IUSB 2014 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.4B$10,138

IUSB

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested

IUSBMeasureJEPI

+0.1%Year to dateJan 1 → Nov 6+5.3%

+0.8%1 yearTotal return+8.2%

+5.6%3 years · per year$10,000 became $11,774 · $13,562+10.7%

+0.3%5 years · per year$10,000 became $10,138 · $14,118+7.1%

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

4.34%Trailing 12-mo yield$434 · $809 a year on $10k8.09%

−4.3%Worst dropSmaller is better−6.7%

3.9%VolatilityLower is calmer8.8%

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

3–5JEPI wins

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

More Ways to See the Pairs

IUSB vs JEPI: Top 5 Holdings

Today

IUSB

[…]in top 5

JEPI

in top 59.9%

IUSBStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common[…]

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

IUSB vs JEPI Returns, Every Period

iSharesIUSB

+0.3%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

IUSBJEPIFaded: behind in that period

0–4JEPI wins

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

Bonds vs Income: IUSB vs JEPI

YTD

iSharesIUSB

+0.1%

JEPIJ.P. Morgan

+5.3%

+0.1%Year to date+5.3%

−4.3%Worst drop · 1Y−6.7%

3.9%Volatility · 1Y8.8%

4.3%Yield8.1%

$50.4BAssets$45.2B

2–2level

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

Cost, Income and Risk

Fees: IUSB, JEPI, SCHD

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SCHD0.06%$6

JEPI0.35%$35

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

Yields: IUSB, JEPI, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IUSB4.34%$434

SCHD3.00%$300

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IUSB$434 − $6 = $428

SCHD$300 − $6 = $294

KeptFee

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

Overlap: IUSB, JEPI, SCHD

Today

8.2%most shared, JEPI and SCHD

IUSBJEPISCHD

IUSB—[…][…]

JEPI[…]—8.2%

SCHD[…]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

IUSBWorst drop−4.3%3.9% vol

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

JEPISCHD

+5.3%Year to date+31.4%

8.1%Yield3.0%

+8.2%Past year+37.0%

0.35%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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026