Compare · 4 funds side by side · dividends reinvested

JEPQ, BSCS, SCHD and SGOV

JEPQJ.P. Morgan×BSCSInvesco×SCHDSchwab×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

JEPQ, BSCS, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.9

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$116B2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.7

Invesco BulletShares 2028 Corporate Bond ETFBonds & Cash · Corporate0.10%4.44%+1.9%+2.8%+6.1%+1.6%−1.1%1.4%$3.5B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: JEPQ 2022 · BSCS 2018 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

BSCS

Invesco BulletShares 2028 Corporate Bond ETF · $3.5B$10,806

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JEPQMeasureBSCS

+6.6%Year to dateJan 1 → Nov 9+1.9%

+9.2%1 yearTotal return+2.8%

+18.2%3 years · per year$10,000 became $16,495 · $11,934+6.1%

[…]5 years · per year$10,000 became […] · $10,806+1.6%

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

12.39%Trailing 12-mo yield$1,239 · $444 a year on $10k4.44%

−11.5%Worst dropSmaller is better−1.1%

16.9%VolatilityLower is calmer1.4%

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

4–3JEPQ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs BSCS: Top 5 Holdings

Today

JEPQ

28.6%in top 5

BSCS

in top 50.2%

JEPQStockBSCS

7.3%AAPLnot top 5

6.7%NVDAnot top 5

6.0%MSFTnot top 5

4.4%GOOGnot top 5

4.3%AMZNnot top 5

not top 5AGPXX0.2%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

JEPQ vs BSCS Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

BSCSInvesco

+2.8%

past year

JEPQBSCSFaded: behind in that period

3–0JEPQ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPQ vs BSCS

YTD

J.P. MorganJEPQ

+6.6%

BSCSInvesco

+1.9%

+6.6%Year to date+1.9%

−11.5%Worst drop · 1Y−1.1%

16.9%Volatility · 1Y1.4%

12.4%Yield4.4%

$40.7BAssets$3.5B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, BSCS, SCHD, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

BSCS0.10%$10

JEPQ0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPQ, BSCS, SCHD, SGOV

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

BSCS4.44%$444

SGOV3.63%$363

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

BSCS$444 − $10 = $434

SGOV$363 − $9 = $354

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPQ, BSCS, SCHD, SGOV

Today

3.8%most shared, JEPQ and SCHD

JEPQBSCSSCHDSGOV

JEPQ—0.0%3.8%[…]

BSCS0.0%—0.0%[…]

SCHD3.8%0.0%—[…]

SGOV[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SGOVWorst drop0.0%0.2% vol

BSCSWorst drop−1.1%1.4% vol

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.6%Year to date+33.2%

12.4%Yield3.0%

+9.2%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026