Compare · 4 funds side by side · dividends reinvested

JEPQ, CGUI, MUB and SCHD

JEPQJ.P. Morgan×CGUICapital Group×MUBiShares×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, CGUI, MUB 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%$124B2.0

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.7%[…][…]−0.2%0.9%$442M2.2

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.31%−0.7%−0.4%+3.1%+0.5%−6.3%3.9%$54.2B2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.7

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 · CGUI 2024 · MUB 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Ultra Short Income ETF · $442M[…]

CGUI

More Ways to See the Pairs

CGUI vs SCHD: Top 5 Holdings

Today

CGUI

[…]in top 5

SCHD

in top 521.8%

CGUIStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: JEPQ, CGUI, MUB, SCHD

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCHD0.06%$6

CGUI0.18%$18

JEPQ0.35%$35

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%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested

CGUIMeasureSCHD

+3.0%Year to dateJan 1 → Nov 13+34.9%

+3.7%1 yearTotal return+37.5%

[…]3 years · per year$10,000 became […] · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

3.82%Trailing 12-mo yield$382 · $292 a year on $10k2.92%

−0.2%Worst dropSmaller is better−6.9%

0.9%VolatilityLower is calmer11.7%

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

3–3Level

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

Held in common[…]

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

CGUI vs SCHD Returns, Every Period

1Y

Capital GroupCGUI

+3.7%

past year

SCHDSchwab

+37.5%

past year

CGUISCHDFaded: behind in that period

0–2SCHD wins

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

Bonds vs Income: CGUI vs JEPQ

YTD

Capital GroupCGUI

+3.0%

JEPQJ.P. Morgan

+6.7%

+3.0%Year to date+6.7%

−0.2%Worst drop · 1Y−11.5%

0.9%Volatility · 1Y17.0%

3.8%Yield12.4%

$442MAssets$42.5B

2–2level

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

Yields: JEPQ, CGUI, MUB, SCHD

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

CGUI3.82%$382

MUB3.31%$331

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

CGUI$382 − $18 = $364

MUB$331 − $5 = $326

SCHD$292 − $6 = $286

KeptFee

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

Overlap: JEPQ, CGUI, MUB, SCHD

Today

3.8%most shared, JEPQ and SCHD

JEPQCGUIMUBSCHD

JEPQ—[…][…]3.8%

CGUI[…]—[…][…]

MUB[…][…]—[…]

SCHD3.8%[…][…]—

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

CGUIWorst drop−0.2%0.9% vol

MUBWorst drop−6.3%3.9% 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

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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JEPQ, CGUI, MUB and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four