Compare · 3 funds side by side · dividends reinvested

IXC, JEPQ and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,739IXC · best of the three

02 / 04

IXC, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.1

iShares Global Energy ETFSectors · Energy0.37%2.75%+38.3%+41.9%+16.1%+18.9%−15.4%21.8%$2.7B2.3

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: IXC 2001 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Energy ETF · $2.7B$23,739

IXC

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

IXCMeasureJEPQ

+38.3%Year to dateJan 1 → Nov 9+6.6%

+41.9%1 yearTotal return+9.2%

+16.1%3 years · per year$10,000 became $15,661 · $16,495+18.2%

+18.9%5 years · per year$10,000 became $23,739 · […][…]

0.37%Expense ratio$37 · $35 a year on $10k · lower is better0.35%

2.75%Trailing 12-mo yield$275 · $1,239 a year on $10k12.39%

−15.4%Worst dropSmaller is better−11.5%

21.8%VolatilityLower is calmer16.9%

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

2–5JEPQ wins

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

More Ways to See the Pairs

IXC vs JEPQ: Top 5 Holdings

Today

IXC

46.8%in top 5

JEPQ

in top 528.6%

IXCStockJEPQ

18.4%XOMnot top 5

11.3%CVXnot top 5

7.8%SHEL.Lnot top 5

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

4.9%TTE.PAnot top 5

4.4%COPnot top 5

not top 5GOOG4.4%

not top 5AMZN4.3%

Held in common0.3%

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

IXC vs JEPQ Returns, Every Period

iSharesIXC

+41.9%

past year

JEPQJ.P. Morgan

+9.2%

past year

IXCJEPQFaded: behind in that period

2–1IXC wins

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

Sector vs Income: IXC vs JEPQ

YTD

iSharesIXC

+38.3%

JEPQJ.P. Morgan

+6.6%

+38.3%Year to date+6.6%

−15.4%Worst drop · 1Y−11.5%

21.8%Volatility · 1Y16.9%

2.7%Yield12.4%

$2.7BAssets$40.7B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: IXC, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

IXC0.37%$37

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

Yields: IXC, JEPQ, SCHD

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SCHD2.96%$296

IXC2.75%$275

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

IXC$275 − $37 = $238

KeptFee

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

Overlap: IXC, JEPQ, SCHD

Today

14.3%most shared, IXC and SCHD

IXCJEPQSCHD

IXC—0.3%14.3%

JEPQ0.3%—3.8%

SCHD14.3%3.8%—

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

Return vs Bumpiness: 3 ETFs

+41.9%IXC, at 21.8% volatility

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

IXCWorst drop−15.4%21.8% vol

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

Paid More vs Made More

YTD

JEPQIXC

+6.6%Year to date+38.3%

12.4%Yield2.7%

+9.2%Past year+41.9%

0.35%Fee0.37%

2–2level

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%

$122BAssets$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