Compare · 4 funds side by side · dividends reinvested

JEPQ, BSJS, SGOV and SCHD

JEPQJ.P. Morgan×BSJSInvesco×SGOViShares×SCHDSchwab×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, BSJS, SGOV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.9

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%$117B2.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.6

Invesco BulletShares 2028 High Yield Corporate Bond ETFBonds & Cash · High yield0.42%6.08%+2.8%+3.9%+7.9%+3.1%−1.6%2.6%$782M2.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: JEPQ 2022 · BSJS 2020 · SGOV 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

JEPQ

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JEPQ vs BSJS: Top 5 Holdings

Today

JEPQ

27.3%in top 5

BSJS

in top 50.4%

JEPQStockBSJS

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.6%MSFTnot top 5

4.3%GOOGnot top 5

4.2%AMZNnot top 5

Cost, Income and Risk

Fees: JEPQ, BSJS, SGOV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

JEPQ0.35%$35

BSJS0.42%$42

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.2%

+3.2%Year to date

BSJS

Invesco BulletShares 2028 High Yield Corporate Bond ETF · $782M$11,626

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

JEPQMeasureBSJS

+6.7%Year to dateJan 1 → Nov 13+2.8%

+7.6%1 yearTotal return+3.9%

+17.4%3 years · per year$10,000 became $16,188 · $12,577+7.9%

[…]5 years · per year$10,000 became […] · $11,626+3.1%

0.35%Expense ratio$35 · $42 a year on $10k · lower is better0.42%

12.37%Trailing 12-mo yield$1,237 · $608 a year on $10k6.08%

−11.5%Worst dropSmaller is better−1.6%

17.0%VolatilityLower is calmer2.6%

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

5–2JEPQ wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AGPXX0.4%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

JEPQ vs BSJS Returns, Every Period

1Y

J.P. MorganJEPQ

+7.6%

past year

BSJSInvesco

+3.9%

past year

JEPQBSJSFaded: behind in that period

3–0JEPQ wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPQ vs BSJS

YTD

J.P. MorganJEPQ

+6.7%

BSJSInvesco

+2.8%

+6.7%Year to date+2.8%

−11.5%Worst drop · 1Y−1.6%

17.0%Volatility · 1Y2.6%

12.4%Yield6.1%

$42.5BAssets$782M

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: JEPQ, BSJS, SGOV, SCHD

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

BSJS6.08%$608

SGOV3.63%$363

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

BSJS$608 − $42 = $566

SGOV$363 − $9 = $354

SCHD$292 − $6 = $286

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JEPQ, BSJS, SGOV, SCHD

Today

3.8%most shared, JEPQ and SCHD

JEPQBSJSSGOVSCHD

JEPQ—0.0%[…]3.8%

BSJS0.0%—[…]0.0%

SGOV[…][…]—[…]

SCHD3.8%0.0%[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SGOVWorst drop−0.0%0.2% vol

BSJSWorst drop−1.6%2.6% vol

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%17.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.7%Year to date+34.9%

12.4%Yield2.9%

+7.6%Past year+37.5%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

+3.2%

3.6%Yield3.7%

$117BAssets$49.3B

1–0BIL wins

End-of-day Nov 13, 2026

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JEPQ, BSJS, SGOV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four