Compare · 3 funds side by side · dividends reinvested

JEPI, VGT and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,649VGT · best of the three

02 / 04

JEPI, VGT 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

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.3

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 · VGT 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,118

JEPI

VGT

Vanguard Information Technology ETF · $155B$20,649

$10,000 five years ago, dividends reinvested · they hold 13.3% in common

JEPIMeasureVGT

+5.3%Year to dateJan 1 → Nov 6+15.6%

+8.2%1 yearTotal return+12.1%

+10.7%3 years · per year$10,000 became $13,562 · $21,289+28.6%

+7.1%5 years · per year$10,000 became $14,118 · $20,649+15.6%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

8.09%Trailing 12-mo yield$809 · $44 a year on $10k0.44%

−6.7%Worst dropSmaller is better−17.5%

8.8%VolatilityLower is calmer26.5%

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

3–5VGT 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 VGT: Top 5 Holdings

Today

JEPI

9.9%in top 5

VGT

in top 553.2%

JEPIStockVGT

not top 5NVDA17.6%

2.0%AAPL15.9%

2.0%MSFT11.2%

not top 5MU4.5%

not top 5AVGO4.1%

2.1%MAnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common13.3%

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

JEPI vs VGT Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

VGTVanguard

+15.6%

5 years, per year

JEPIVGTFaded: behind in that period

0–4VGT 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%

$46.8BAssets$120B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, VGT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VGT0.09%$9

JEPI0.35%$35

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

Yields: JEPI, VGT, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

VGT0.44%$44

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

VGT$44 − $9 = $35

KeptFee

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

Overlap: JEPI, VGT, SCHD

Today

13.3%most shared, JEPI and VGT

JEPIVGTSCHD

JEPI—13.3%8.2%

VGT13.3%—2.2%

SCHD8.2%2.2%—

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

VGTWorst drop−17.5%26.5% 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026