Compare · 4 funds side by side · dividends reinvested

JEPI, NETL, SCHD and VYM

JEPIJ.P. Morgan×NETLNETL×SCHDSchwab×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,002VYM · best of the four

02 / 04

JEPI, NETL, SCHD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B2.0

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.4

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.18%+6.8%+7.5%+10.5%−0.6%−16.7%14.9%$48M3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JEPI 2020 · NETL 2019 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,108

JEPI

NETL

Colterpoint Net Lease Real Estate ETF · $48M$9,724

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

JEPIMeasureNETL

+5.2%Year to dateJan 1 → Nov 5+6.8%

+8.3%1 yearTotal return+7.5%

+11.0%3 years · per year$10,000 became $13,674 · $13,485+10.5%

+7.1%5 years · per year$10,000 became $14,108 · $9,724−0.6%

0.35%Expense ratio$35 · $60 a year on $10k · lower is better0.60%

8.09%Trailing 12-mo yield$809 · $518 a year on $10k5.18%

−6.7%Worst dropSmaller is better−16.7%

8.8%VolatilityLower is calmer14.9%

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

7–1JEPI wins

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

More Ways to See the Pairs

JEPI vs NETL: Top 5 Holdings

Today

JEPI

9.9%in top 5

NETL

in top 542.3%

JEPIStockNETL

not top 5VICI8.7%

not top 5ADC8.6%

not top 5O8.6%

not top 5WPC8.3%

not top 5NNN8.2%

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%MMMnot top 5

1.9%AAPLnot top 5

1.9%Vnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

JEPI vs NETL Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

NETLNETL

−0.6%

5 years, per year

JEPINETLFaded: behind in that period

3–1JEPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Sector: JEPI vs NETL

YTD

J.P. MorganJEPI

+5.2%

NETLNETL

+6.8%

+5.2%Year to date+6.8%

−6.7%Worst drop · 1Y−16.7%

8.8%Volatility · 1Y14.9%

8.1%Yield5.2%

$46.8BAssets$47.9M

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, NETL, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

JEPI0.35%$35

NETL0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPI, NETL, SCHD, VYM

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

NETL5.18%$518

SCHD2.98%$298

VYM2.30%$230

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

NETL$518 − $60 = $458

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPI, NETL, SCHD, VYM

Today

25.3%most shared, JEPI and VYM

JEPINETLSCHDVYM

JEPI—0.0%8.1%25.3%

NETL0.0%—0.0%0.0%

SCHD8.1%0.0%—21.9%

VYM25.3%0.0%21.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

NETLWorst drop−16.7%14.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+5.2%Year to date+32.3%

8.1%Yield3.0%

+8.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026