Compare · 4 funds side by side · dividends reinvested

JEPQ, DFIP, SCHD and SGOV

JEPQJ.P. Morgan×DFIPDimensional×SCHDSchwab×SGOViShares×

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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 · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, DFIP, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.9

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.7%+4.5%+3.9%−0.0%0.2%$117B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B2.7

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.36%−1.0%−1.3%+4.0%[…]−4.3%3.7%$1.1B3.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: JEPQ 2022 · DFIP 2021 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

DFIP

More Ways to See the Pairs

DFIP vs SCHD: Top 5 Holdings

Today

DFIP

[…]in top 5

SCHD

in top 521.7%

DFIPStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: JEPQ, DFIP, SCHD, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

DFIP0.11%$11

JEPQ0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested

DFIPMeasureSCHD

−1.0%Year to dateJan 1 → Nov 11+34.6%

−1.3%1 yearTotal return+39.3%

+4.0%3 years · per year$10,000 became $11,247 · $17,234+19.9%

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

0.11%Expense ratio$11 · $6 a year on $10k · lower is better0.06%

5.36%Trailing 12-mo yield$536 · $293 a year on $10k2.93%

−4.3%Worst dropSmaller is better−6.9%

3.7%VolatilityLower is calmer11.8%

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

3–4SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

DFIP vs SCHD Returns, Every Period

1Y

DimensionalDFIP

−1.3%

past year

SCHDSchwab

+39.3%

past year

DFIPSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Bonds vs Income: DFIP vs JEPQ

YTD

DimensionalDFIP

−1.0%

JEPQJ.P. Morgan

+8.1%

−1.0%Year to date+8.1%

−4.3%Worst drop · 1Y−11.5%

3.7%Volatility · 1Y16.9%

5.4%Yield12.2%

$1.1BAssets$42.0B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: JEPQ, DFIP, SCHD, SGOV

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

DFIP5.36%$536

SGOV3.63%$363

SCHD2.93%$293

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

DFIP$536 − $11 = $525

SGOV$363 − $9 = $354

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPQ, DFIP, SCHD, SGOV

Today

3.8%most shared, JEPQ and SCHD

JEPQDFIPSCHDSGOV

JEPQ—[…]3.8%[…]

DFIP[…]—[…][…]

SCHD3.8%[…]—[…]

SGOV[…][…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SGOVWorst drop−0.0%0.2% vol

DFIPWorst drop−4.3%3.7% vol

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.1%Year to date+34.6%

12.2%Yield2.9%

+9.0%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.0B

1–1level

End-of-day Nov 11, 2026

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JEPQ, DFIP, SCHD and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four