Compare · 3 funds side by side · dividends reinvested

JEPI, USOY and SCHD

JEPIJ.P. Morgan×USOYDefiance×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeUSOY · 57.17% · $5,717 a year on $10k

Story of the three · RiskSmallest drop

JEPI, USOY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.0

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%57.17%+53.4%+52.7%[…][…]−25.5%39.1%$73M2.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: JEPI 2020 · USOY 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $46.6B$14,429

JEPI

USOY

Oil Enhanced Options Income ETF · $73M[…]

$10,000 five years ago, dividends reinvested

JEPIMeasure

More Ways to See the Pairs

JEPI vs USOY: Top 5 Holdings

Today

JEPI

9.8%in top 5

USOY

in top 5[…]

JEPIStockUSOY

2.0%MSFTnot top 5

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: JEPI, USOY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

USOY1.12%$112

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

USOY

+7.6%Year to dateJan 1 → Nov 10+53.4%

+10.6%1 yearTotal return+52.7%

+10.9%3 years · per year$10,000 became $13,634 · […][…]

+7.6%5 years · per year$10,000 became $14,429 · […][…]

0.35%Expense ratio$35 · $112 a year on $10k · lower is better1.12%

7.92%Trailing 12-mo yield$792 · $5,717 a year on $10k57.17%

−6.7%Worst dropSmaller is better−25.5%

9.0%VolatilityLower is calmer39.1%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

JEPI vs USOY Returns, Every Period

1Y

J.P. MorganJEPI

+10.6%

past year

USOYDefiance

+52.7%

past year

JEPIUSOYFaded: behind in that period

0–2USOY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

JEPI vs USOY

YTD

J.P. MorganJEPI

+7.6%

USOYDefiance

+53.4%

+7.6%Year to date+53.4%

−6.7%Worst drop · 1Y−25.5%

9.0%Volatility · 1Y39.1%

7.9%Yield57.2%

$46.6BAssets$73.2M

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: JEPI, USOY, SCHD

1Y

57.17%highest, USOY

FundTrailing yieldYield$10k

USOY57.17%$5,717

JEPI7.92%$792

SCHD2.94%$294

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$5,605most kept, USOY

USOY$5,717 − $112 = $5,605

JEPI$792 − $35 = $757

SCHD$294 − $6 = $288

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JEPI, USOY, SCHD

Today

8.3%most shared, JEPI and SCHD

JEPIUSOYSCHD

JEPI—[…]8.3%

USOY[…]—[…]

SCHD8.3%[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+52.7%USOY, at 39.1% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

USOYWorst drop−25.5%39.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

USOYSCHD

+53.4%Year to date+33.8%

57.2%Yield2.9%

+52.7%Past year+38.8%

1.12%Fee0.06%

3–1USOY wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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JEPI, USOY and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: JEPI, USOY, SCHD