Compare · 4 funds side by side · dividends reinvested

JEPI, NETL, VIG and SCHD

JEPIJ.P. Morgan×NETLNETL×VIGVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,005VIG · best of the four

02 / 04

JEPI, NETL, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.3

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.13%+7.8%+7.5%+11.4%−0.1%−16.7%14.9%$47M3.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: JEPI 2020 · NETL 2019 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,635

JEPI

NETL

Colterpoint Net Lease Real Estate ETF · $47M$9,951

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

JEPIMeasureNETL

+8.8%Year to dateJan 1 → Nov 4+7.8%

+11.9%1 yearTotal return+7.5%

+12.6%3 years · per year$10,000 became $14,269 · $13,839+11.4%

+7.9%5 years · per year$10,000 became $14,635 · $9,951−0.1%

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

7.83%Trailing 12-mo yield$783 · $513 a year on $10k5.13%

−6.7%Worst dropSmaller is better−16.7%

8.1%VolatilityLower is calmer14.9%

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

8–0JEPI wins

End-of-day Nov 4, 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 4, 2026 · share of each fund

JEPI vs NETL Returns, Every Period

J.P. MorganJEPI

+7.9%

5 years, per year

NETLNETL

−0.1%

5 years, per year

JEPINETLFaded: behind in that period

4–0JEPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Sector: JEPI vs NETL

YTD

J.P. MorganJEPI

+8.8%

NETLNETL

+7.8%

+8.8%Year to date+7.8%

−6.7%Worst drop · 1Y−16.7%

8.1%Volatility · 1Y14.9%

7.8%Yield5.1%

$46.1BAssets$47.2M

4–0JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, NETL, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPI0.35%$35

NETL0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JEPI, NETL, VIG, SCHD

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

NETL5.13%$513

SCHD2.91%$291

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

NETL$513 − $60 = $453

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JEPI, NETL, VIG, SCHD

Today

30.9%most shared, JEPI and VIG

JEPINETLVIGSCHD

JEPI—0.0%30.9%8.1%

NETL0.0%—0.0%0.0%

VIG30.9%0.0%—14.5%

SCHD8.1%0.0%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

JEPIWorst drop−6.7%8.1% vol

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

NETLWorst drop−16.7%14.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.8%Year to date+35.3%

7.8%Yield2.9%

+11.9%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026