Compare · 4 funds side by side · dividends reinvested

JEPQ, CGUI, SCHD and BND

JEPQJ.P. Morgan×CGUICapital Group×SCHDSchwab×BNDVanguard×

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, CGUI, SCHD and BND, 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%$120B2.0

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.8%[…][…]−0.2%0.9%$442M2.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.5

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

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPQ 2022 · CGUI 2024 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,459

SCHD

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

SCHDMeasureJEPQ

+33.2%Year to dateJan 1 → Nov 9+6.6%

+39.1%1 yearTotal return+9.2%

+19.6%3 years · per year$10,000 became $17,123 · $16,495+18.2%

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

2.96%Trailing 12-mo yield$296 · $1,239 a year on $10k12.39%

−6.9%Worst dropSmaller is better−11.5%

11.8%VolatilityLower is calmer16.9%

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

6–1SCHD wins

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

More Ways to See the Pairs

SCHD vs JEPQ: Top 5 Holdings

Today

SCHD

21.4%in top 5

JEPQ

in top 528.6%

SCHDStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

4.4%PGnot top 5

not top 5GOOG4.4%

4.3%TXNnot top 5

not top 5AMZN4.3%

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Held in common3.8%

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

SCHD vs JEPQ Returns, Every Period

SchwabSCHD

+39.1%

past year

JEPQJ.P. Morgan

+9.2%

past year

SCHDJEPQFaded: behind in that period

3–0SCHD wins

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

SCHD vs JEPQ

YTD

SchwabSCHD

+33.2%

JEPQJ.P. Morgan

+6.6%

+33.2%Year to date+6.6%

−6.9%Worst drop · 1Y−11.5%

11.8%Volatility · 1Y16.9%

3.0%Yield12.4%

$120BAssets$40.7B

3–1SCHD wins

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

Cost, Income and Risk

Fees: JEPQ, CGUI, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

CGUI0.18%$18

JEPQ0.35%$35

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

Yields: JEPQ, CGUI, SCHD, BND

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

BND4.12%$412

CGUI3.82%$382

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

BND$412 − $3 = $409

CGUI$382 − $18 = $364

SCHD$296 − $6 = $290

KeptFee

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

Overlap: JEPQ, CGUI, SCHD, BND

Today

3.8%most shared, JEPQ and SCHD

JEPQCGUISCHDBND

JEPQ—[…]3.8%[…]

CGUI[…]—[…][…]

SCHD3.8%[…]—[…]

BND[…][…][…]—

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

CGUIWorst drop−0.2%0.9% vol

BNDWorst drop−4.5%4.0% 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%

$120BAssets$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

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026