Compare · 4 funds side by side · dividends reinvested

JEPI, WCEO, VYM and SCHD

JEPIJ.P. Morgan×WCEOHypatia Capital×VYMVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,742VYM · best of the four

02 / 04

JEPI, WCEO, VYM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.6

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.9%+24.1%+20.4%[…]−7.3%13.8%$14M3.3

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 · WCEO 2023 · VYM 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

JEPIMeasureSCHD

+8.8%Year to dateJan 1 → Nov 4+35.3%

+11.9%1 yearTotal return+41.6%

+12.6%3 years · per year$10,000 became $14,269 · $17,908+21.4%

+7.9%5 years · per year$10,000 became $14,635 · $16,881+11.0%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

7.83%Trailing 12-mo yield$783 · $291 a year on $10k2.91%

−6.7%Worst dropSmaller is better−6.9%

8.1%VolatilityLower is calmer11.5%

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

3–5SCHD 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 SCHD: Top 5 Holdings

Today

JEPI

9.5%in top 5

SCHD

in top 521.6%

JEPIStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

2.0%MAnot top 5

1.9%MSFTnot top 5

1.9%Vnot top 5

1.9%AAPLnot top 5

1.8%NEEnot top 5

Held in common8.2%

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

JEPI vs SCHD Returns, Every Period

J.P. MorganJEPI

+7.9%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

JEPISCHDFaded: behind in that period

0–4SCHD wins

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

JEPI vs SCHD

YTD

J.P. MorganJEPI

+8.8%

SCHDSchwab

+35.3%

+8.8%Year to date+35.3%

−6.7%Worst drop · 1Y−6.9%

8.1%Volatility · 1Y11.5%

7.8%Yield2.9%

$46.1BAssets$123B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, WCEO, VYM, SCHD

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

JEPI0.35%$35

WCEO0.85%$85

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

Yields: JEPI, WCEO, VYM, SCHD

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SCHD2.91%$291

VYM2.22%$222

WCEO0.53%$53

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SCHD$291 − $6 = $285

VYM$222 − $4 = $218

WCEO$53 − $85 = −$32

KeptFee

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

Overlap: JEPI, WCEO, VYM, SCHD

Today

25.3%most shared, JEPI and VYM

JEPIWCEOVYMSCHD

JEPI—6.8%25.3%8.2%

WCEO6.8%—7.1%2.7%

VYM25.3%7.1%—21.9%

SCHD8.2%2.7%21.9%—

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

VYMWorst drop−6.7%10.1% vol

SCHDWorst drop−6.9%11.5% vol

WCEOWorst drop−7.3%13.8% 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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

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

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