Compare · 4 funds side by side · dividends reinvested

JEPI, NETL, VGT and SCHD

JEPIJ.P. Morgan×NETLNETL×VGTVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,466VGT · best of the four

02 / 04

JEPI, NETL, VGT and SCHD, 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%$120B1.8

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

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B2.5

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.18%+6.8%+7.5%+10.5%−0.6%−16.7%14.9%$48M3.4

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 · VGT 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

NETL

VGT

Vanguard Information Technology ETF · $155B$20,466

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

NETLMeasureVGT

+6.8%Year to dateJan 1 → Nov 5+14.0%

+7.5%1 yearTotal return+11.1%

+10.5%3 years · per year$10,000 became $13,485 · $21,348+28.8%

−0.6%5 years · per year$10,000 became $9,724 · $20,466+15.4%

0.60%Expense ratio$60 · $9 a year on $10k · lower is better0.09%

5.18%Trailing 12-mo yield$518 · $44 a year on $10k0.44%

−16.7%Worst dropSmaller is better−17.5%

14.9%VolatilityLower is calmer26.5%

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

3–5VGT wins

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

More Ways to See the Pairs

NETL vs VGT: Top 5 Holdings

Today

NETL

42.3%in top 5

VGT

in top 553.2%

NETLStockVGT

not top 5NVDA17.6%

not top 5AAPL15.9%

not top 5MSFT11.2%

8.7%VICInot top 5

8.6%ADCnot top 5

8.6%Onot top 5

8.3%WPCnot top 5

8.2%NNNnot top 5

not top 5MU4.5%

not top 5AVGO4.1%

Held in common0.0%

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

NETL vs VGT Returns, Every Period

NETLNETL

−0.6%

5 years, per year

VGTVanguard

+15.4%

5 years, per year

NETLVGTFaded: behind in that period

0–4VGT wins

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

Sector vs Income: NETL vs JEPI

YTD

NETLNETL

+6.8%

JEPIJ.P. Morgan

+5.2%

+6.8%Year to date+5.2%

−16.7%Worst drop · 1Y−6.7%

14.9%Volatility · 1Y8.8%

5.2%Yield8.1%

$47.9MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, NETL, VGT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VGT0.09%$9

JEPI0.35%$35

NETL0.60%$60

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

Yields: JEPI, NETL, VGT, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

NETL5.18%$518

SCHD2.98%$298

VGT0.44%$44

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

VGT$44 − $9 = $35

KeptFee

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

Overlap: JEPI, NETL, VGT, SCHD

Today

14.0%most shared, JEPI and VGT

JEPINETLVGTSCHD

JEPI—0.0%14.0%8.1%

NETL0.0%—0.0%0.0%

VGT14.0%0.0%—2.2%

SCHD8.1%0.0%2.2%—

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

SCHDWorst drop−6.9%11.7% vol

NETLWorst drop−16.7%14.9% vol

VGTWorst drop−17.5%26.5% 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

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026