Compare · 3 funds side by side · dividends reinvested

JEPI, PAVE and SCHD

JEPIJ.P. Morgan×PAVEGlobal X×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,175PAVE · best of the three

02 / 04

JEPI, PAVE and SCHD, 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%$120B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.0

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.84%+7.2%+7.7%+21.4%+13.9%−15.3%21.5%$13.0B2.4

Rank among the three1st → 3rdFee, 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 · PAVE 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,118

JEPI

PAVE

Global X - U.S. Infrastructure Development ETF · $13.0B$19,175

$10,000 five years ago, dividends reinvested · they hold 5.1% in common

JEPIMeasurePAVE

+5.3%Year to dateJan 1 → Nov 6+7.2%

+8.2%1 yearTotal return+7.7%

+10.7%3 years · per year$10,000 became $13,562 · $17,906+21.4%

+7.1%5 years · per year$10,000 became $14,118 · $19,175+13.9%

0.35%Expense ratio$35 · $47 a year on $10k · lower is better0.47%

8.09%Trailing 12-mo yield$809 · $84 a year on $10k0.84%

−6.7%Worst dropSmaller is better−15.3%

8.8%VolatilityLower is calmer21.5%

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

5–3JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs PAVE: Top 5 Holdings

Today

JEPI

9.9%in top 5

PAVE

in top 518.3%

JEPIStockPAVE

not top 5FAST3.9%

not top 5EMR3.8%

not top 5DE3.7%

not top 5NUE3.5%

not top 5UNP3.4%

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common5.1%

End-of-day Nov 6, 2026 · share of each fund

JEPI vs PAVE Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

PAVEGlobal X

+13.9%

5 years, per year

JEPIPAVEFaded: behind in that period

1–3PAVE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

JEPI vs SCHD

YTD

J.P. MorganJEPI

+5.3%

SCHDSchwab

+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

Cost, Income and Risk

Fees: JEPI, PAVE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

PAVE0.47%$47

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPI, PAVE, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

PAVE0.84%$84

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

PAVE$84 − $47 = $37

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPI, PAVE, SCHD

Today

8.2%most shared, JEPI and SCHD

JEPIPAVESCHD

JEPI—5.1%8.2%

PAVE5.1%—1.4%

SCHD8.2%1.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

PAVEWorst drop−15.3%21.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026