Compare · 3 funds side by side · dividends reinvested

JEPI, AMLP and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,130AMLP · best of the three

02 / 04

JEPI, AMLP 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%$120B1.6

Alerian MLP ETFSectors · Energy1.01%8.03%+14.2%+16.6%+13.9%+16.1%−11.0%13.4%$12.1B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.3

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: JEPI 2020 · AMLP 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

AMLP

Alerian MLP ETF · $12.1B$21,130

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

JEPIMeasureAMLP

+7.5%Year to dateJan 1 → Nov 9+14.2%

+10.9%1 yearTotal return+16.6%

+11.0%3 years · per year$10,000 became $13,679 · $14,790+13.9%

+7.6%5 years · per year$10,000 became $14,448 · $21,130+16.1%

0.35%Expense ratio$35 · $101 a year on $10k · lower is better1.01%

7.93%Trailing 12-mo yield$793 · $803 a year on $10k8.03%

−6.7%Worst dropSmaller is better−11.0%

9.0%VolatilityLower is calmer13.4%

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

3–5AMLP wins

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

More Ways to See the Pairs

JEPI vs AMLP: Top 5 Holdings

Today

JEPI

9.9%in top 5

AMLP

in top 562.2%

JEPIStockAMLP

not top 5EPD13.0%

not top 5MPLX12.9%

not top 5PAA12.8%

not top 5ET12.0%

not top 5WES11.4%

2.0%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%Vnot top 5

1.9%MMMnot top 5

Held in common0.0%

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

JEPI vs AMLP Returns, Every Period

J.P. MorganJEPI

+7.6%

5 years, per year

AMLPALPS

+16.1%

5 years, per year

JEPIAMLPFaded: behind in that period

0–4AMLP wins

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

Income vs Sector: JEPI vs AMLP

YTD

J.P. MorganJEPI

+7.5%

AMLPALPS

+14.2%

+7.5%Year to date+14.2%

−6.7%Worst drop · 1Y−11.0%

9.0%Volatility · 1Y13.4%

7.9%Yield8.0%

$45.2BAssets$12.1B

2–2level

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

Cost, Income and Risk

Fees: JEPI, AMLP, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

AMLP1.01%$101

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

Yields: JEPI, AMLP, SCHD

8.03%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.03%$803

JEPI7.93%$793

SCHD2.96%$296

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

AMLP$803 − $101 = $702

SCHD$296 − $6 = $290

KeptFee

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

Overlap: JEPI, AMLP, SCHD

Today

8.4%most shared, JEPI and SCHD

JEPIAMLPSCHD

JEPI—0.0%8.4%

AMLP0.0%—0.0%

SCHD8.4%0.0%—

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

AMLPWorst drop−11.0%13.4% vol

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

Paid More vs Made More

YTD

AMLPSCHD

+14.2%Year to date+33.2%

8.0%Yield3.0%

+16.6%Past year+39.1%

1.01%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