Compare · 3 funds side by side · dividends reinvested

JEPI, MDEV and SCHD

JEPIJ.P. Morgan×MDEVFirst Trust×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the three · RiskSmallest drop

JEPI, MDEV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B1.6

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+7.2%+7.3%+9.7%−3.1%−18.2%17.5%$3M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: JEPI 2020 · MDEV 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $47.3B$14,510

JEPI

MDEV

First Trust Indxx Medical Devices ETF · $3M$8,559

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

JEPI

More Ways to See the Pairs

JEPI vs MDEV: Top 5 Holdings

Today

JEPI

9.7%in top 5

MDEV

in top 511.6%

JEPIStockMDEV

not top 5GEHC2.3%

not top 5TFX2.3%

not top 5EW2.3%

not top 5PHIA.AS2.3%

not top 5ZBH2.3%

Cost, Income and Risk

Fees: JEPI, MDEV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

MDEV0.70%$70

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: JEPI, MDEV, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

MDEV

+8.3%Year to dateJan 1 → Nov 12+7.2%

+10.1%1 yearTotal return+7.3%

+11.1%3 years · per year$10,000 became $13,724 · $13,188+9.7%

+7.7%5 years · per year$10,000 became $14,510 · $8,559−3.1%

0.35%Expense ratio$35 · $70 a year on $10k · lower is better0.70%

7.86%Trailing 12-mo yield$786 · $10 a year on $10k0.10%

−6.7%Worst dropSmaller is better−18.2%

9.0%VolatilityLower is calmer17.5%

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

8–0JEPI wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%MSFTnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Held in common2.5%

End-of-day Nov 12, 2026 · share of each fund

JEPI vs MDEV Returns, Every Period

5Y

J.P. MorganJEPI

+7.7%

5 years, per year

MDEVFirst Trust

−3.1%

5 years, per year

JEPIMDEVFaded: behind in that period

4–0JEPI wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

JEPI vs SCHD

YTD

J.P. MorganJEPI

+8.3%

SCHDSchwab

+34.2%

+8.3%Year to date+34.2%

−6.7%Worst drop · 1Y−6.9%

9.0%Volatility · 1Y11.7%

7.9%Yield2.9%

$47.3BAssets$124B

3–1JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

SCHD2.93%$293

MDEV0.10%$10

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

SCHD$293 − $6 = $287

MDEV$10 − $70 = −$60

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPI, MDEV, SCHD

Today

8.5%most shared, JEPI and SCHD

JEPIMDEVSCHD

JEPI—2.5%8.5%

MDEV2.5%—2.0%

SCHD8.5%2.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

MDEVWorst drop−18.2%17.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.3%Year to date+34.2%

7.9%Yield2.9%

+10.1%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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JEPI, MDEV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three