Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.4%QQQ+1.4%VUG+0.9%VEA−0.4%IEFA−0.8%VTV−0.4%SPYM+0.3%VXUS+0.1%BND−0.1%VGT+1.4%IEMG+2.1%AGG−0.1%GLD−0.8%VWO+1.9%IJH+0.6%SCHD−0.7%SGOV+0.0%IWF+1.3%VIG−0.4%XLK+1.5%IJR+0.1%VO−0.1%QQQM+1.3%RSP−0.4%ITOT+0.4%DFAC+0.2%BNDX+0.1%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 4 funds side by side · dividends reinvested

JEPI, JSML, SCHD and VUG

JEPIJ.P. Morgan×JSMLJanus Henderson×SCHDSchwab×VUGVanguard×
Versus in desk
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,959 · 2022SCHD$16,267VUG$16,124JEPI$14,118JSML$13,078Oct 2021Nov 2026Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four
02 / 04

JEPI, JSML, SCHD and VUG, 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%$45.2B2.5
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.8
Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.32%+15.1%+15.9%+21.7%+5.5%−14.8%22.5%$366M3.0
Rank among the four1st → 4thFee, 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: JEPI 2020 · JSML 2016 · SCHD 2011 · VUG 2004
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
JPMorgan Equity Premium Income ETF · $45.2B$14,118
JEPI
JSML
Janus Henderson Small Cap Growth Alpha ETF · $366M$13,078

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

JEPIMeasureJSML
+5.3%Year to dateJan 1 → Nov 6+15.1%
+8.2%1 yearTotal return+15.9%
+10.7%3 years · per year$10,000 became $13,562 · $18,027+21.7%
+7.1%5 years · per year$10,000 became $14,118 · $13,078+5.5%
0.35%Expense ratio$35 · $30 a year on $10k · lower is better0.30%
8.09%Trailing 12-mo yield$809 · $32 a year on $10k0.32%
−6.7%Worst dropSmaller is better−14.8%
8.8%VolatilityLower is calmer22.5%
JEPIJSML Winner of the row, in its colourEach row: the bigger of the two fills its side
4–4Level
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

JEPI vs JSML: Top 5 Holdings

Today
JEPI
9.9%in top 5
JSML
in top 510.3%
JEPIStockJSML
not top 5RHP2.2%
not top 5CON2.2%
2.1%MAnot top 5
not top 5OPCH2.1%
not top 5CVLT2.0%
2.0%MSFTnot top 5
2.0%AAPLnot top 5
1.9%MMMnot top 5
1.9%NEEnot top 5
not top 5ZWS1.9%
Held in common0.0%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

JEPI vs JSML Returns, Every Period

5Y
J.P. MorganJEPI
+7.1%
5 years, per year
JSMLJanus Henderson
+5.5%
5 years, per year
0%+10%+20%+30%+5.3%+15.1%YTD+8.2%+15.9%1 year+10.7%+21.7%3 yrs · yr+7.1%+5.5%5 yrs · yr
JEPIJSMLFaded: behind in that period
1–3JSML wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

JEPI vs SCHD

YTD
J.P. MorganJEPI
+5.3%
SCHDSchwab
+31.4%
Jan 1Nov 6+5.3%+31.4%
+5.3%Year to date+31.4%
−6.7%Worst drop · 1Y−6.9%
8.8%Volatility · 1Y11.7%
8.1%Yield3.0%
$45.2BAssets$120B
3–1JEPI wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: JEPI, JSML, SCHD, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
SCHD0.06%$6
JSML0.30%$30
JEPI0.35%$35
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: JEPI, JSML, SCHD, VUG

1Y
8.09%highest, JEPI
FundTrailing yieldYield$10k
JEPI8.09%$809
SCHD3.00%$300
VUG0.42%$42
JSML0.32%$32
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$774most kept, JEPI
JEPI$809 − $35 = $774
SCHD$300 − $6 = $294
VUG$42 − $3 = $39
JSML$32 − $30 = $2
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: JEPI, JSML, SCHD, VUG

Today
26.6%most shared, JEPI and VUG
JEPIJSMLSCHDVUG
JEPI—0.0%8.2%26.6%
JSML0.0%—0.2%0.0%
SCHD8.2%0.2%—0.8%
VUG26.6%0.0%0.8%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 4 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +37.0%JSML +15.9%JEPI +8.2%VUG +0.2%
JEPIWorst drop−6.7%8.8% vol
SCHDWorst drop−6.9%11.7% vol
VUGWorst drop−15.1%19.0% vol
JSMLWorst drop−14.8%22.5% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
JEPISCHD
Jan 1Nov 6+5.3%+31.4%
+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
@TheETFTracker·theetftracker.com

Popular Pairs Near These Four

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.7B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com
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