Compare · 3 funds side by side · dividends reinvested

JEPI, VTIP and SCHD

JEPIJ.P. Morgan×VTIPVanguard×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the three · RiskSmallest drop

JEPI, VTIP and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B2.0

Vanguard Short-Term Inflation-Protected Securities ETFBonds & Cash · Treasuries0.03%4.84%+0.1%+0.1%+4.1%+2.5%−2.6%2.2%$20.9B2.1

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

End-of-day Nov 12, 2026 · returns include dividends · since: JEPI 2020 · VTIP 2012 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Short-Term Inflation-Protected Securities ETF · $20.9B$11,331

VTIP

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

$10,000 five years ago, dividends reinvested

VTIP

More Ways to See the Pairs

VTIP vs SCHD: Top 5 Holdings

Today

VTIP

[…]in top 5

SCHD

in top 521.7%

VTIPStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: JEPI, VTIP, SCHD

Today

0.03%lowest, VTIP

FundExpense ratioFee$10k

VTIP0.03%$3

SCHD0.06%$6

JEPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: JEPI, VTIP, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SCHD

+0.1%Year to dateJan 1 → Nov 12+34.2%

+0.1%1 yearTotal return+36.8%

+4.1%3 years · per year$10,000 became $11,297 · $17,257+19.9%

+2.5%5 years · per year$10,000 became $11,331 · $16,429+10.4%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

4.84%Trailing 12-mo yield$484 · $293 a year on $10k2.93%

−2.6%Worst dropSmaller is better−6.9%

2.2%VolatilityLower is calmer11.7%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

VTIP vs SCHD Returns, Every Period

5Y

VanguardVTIP

+2.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

VTIPSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Bonds vs Income: VTIP vs JEPI

YTD

VanguardVTIP

+0.1%

JEPIJ.P. Morgan

+8.3%

+0.1%Year to date+8.3%

−2.6%Worst drop · 1Y−6.7%

2.2%Volatility · 1Y9.0%

4.8%Yield7.9%

$20.9BAssets$47.3B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

VTIP4.84%$484

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

VTIP$484 − $3 = $481

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPI, VTIP, SCHD

Today

8.5%most shared, JEPI and SCHD

JEPIVTIPSCHD

JEPI—[…]8.5%

VTIP[…]—[…]

SCHD8.5%[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VTIPWorst drop−2.6%2.2% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.3%Year to date+34.2%

7.9%Yield2.9%

+10.1%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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JEPI, VTIP and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three