Compare · 4 funds side by side · dividends reinvested

JEPQ, DFAS, SCHD and VUG

JEPQJ.P. Morgan×DFASDimensional×SCHDSchwab×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,429SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, DFAS, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.5B2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B3.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: JEPQ 2022 · DFAS 1992 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.5B$13,661

DFAS

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DFAS vs SCHD: Top 5 Holdings

Today

DFAS

1.4%in top 5

SCHD

in top 521.7%

DFASStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: JEPQ, DFAS, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

DFAS0.30%$30

JEPQ0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

DFASMeasureSCHD

+15.2%Year to dateJan 1 → Nov 12+34.2%

+17.7%1 yearTotal return+36.8%

+16.9%3 years · per year$10,000 became $15,968 · $17,257+19.9%

+6.4%5 years · per year$10,000 became $13,661 · $16,429+10.4%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

1.01%Trailing 12-mo yield$101 · $293 a year on $10k2.93%

−9.4%Worst dropSmaller is better−6.9%

16.0%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%AITnot top 5

Held in common3.5%

End-of-day Nov 12, 2026 · share of each fund

DFAS vs SCHD Returns, Every Period

5Y

DimensionalDFAS

+6.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DFASSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DFAS vs JEPQ

YTD

DimensionalDFAS

+15.2%

JEPQJ.P. Morgan

+7.8%

+15.2%Year to date+7.8%

−9.4%Worst drop · 1Y−11.5%

16.0%Volatility · 1Y16.9%

1.0%Yield12.2%

$33.5BAssets$42.6B

3–1DFAS wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: JEPQ, DFAS, SCHD, VUG

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

SCHD2.93%$293

DFAS1.01%$101

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

SCHD$293 − $6 = $287

DFAS$101 − $30 = $71

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPQ, DFAS, SCHD, VUG

Today

51.0%most shared, JEPQ and VUG

JEPQDFASSCHDVUG

JEPQ—0.0%3.8%51.0%

DFAS0.0%—3.5%0.0%

SCHD3.8%3.5%—0.8%

VUG51.0%0.0%0.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

DFASWorst drop−9.4%16.0% vol

JEPQWorst drop−11.5%16.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+7.8%Year to date+34.2%

12.2%Yield2.9%

+8.8%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

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JEPQ, DFAS, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four