Compare · 3 funds side by side · dividends reinvested

JEPQ, GISC and SCHD

JEPQJ.P. Morgan×GISCGuggenheim×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

JEPQ, GISC and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.9

Guggenheim Funds Trust - Guggenheim Securitized Income ETFIncome · Dividend stocks0.47%1.96%[…][…][…][…][…][…]$93M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JEPQ 2022 · GISC 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

GISC

Guggenheim Funds Trust - Guggenheim Securitized Income ETF · $93M[…]

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

JEPQMeasureGISC

+8.5%Year to dateJan 1 → Nov 5[…]

+9.3%1 yearTotal return[…]

+20.3%3 years · per year$10,000 became $17,406 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $47 a year on $10k · lower is better0.47%

12.17%Trailing 12-mo yield$1,217 · $196 a year on $10k1.96%

−8.8%Worst dropSmaller is better[…]

15.5%VolatilityLower is calmer[…]

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

2–0JEPQ wins

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

More Ways to See the Pairs

JEPQ vs GISC: Top 5 Holdings

Today

JEPQ

28.3%in top 5

GISC

in top 584.6%

JEPQStockGISC

not top 5FN48.4%

not top 5FR26.1%

7.1%AAPLnot top 5

6.8%NVDAnot top 5

6.0%MSFTnot top 5

not top 5VMC5.4%

4.2%GOOGnot top 5

4.2%AMZNnot top 5

not top 5PLNT2.5%

not top 5BCC2.1%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

JEPQ vs GISC Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

GISCGuggenheim

[…]

past year

Returns […]

JEPQGISCFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JEPQ vs SCHD

YTD

J.P. MorganJEPQ

+8.5%

SCHDSchwab

+32.3%

+8.5%Year to date+32.3%

−8.8%Worst drop · 1Y−6.9%

15.5%Volatility · 1Y11.7%

12.2%Yield3.0%

$42.1BAssets$123B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, GISC, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

GISC0.47%$47

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPQ, GISC, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SCHD2.98%$298

GISC1.96%$196

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$298 − $6 = $292

GISC$196 − $47 = $149

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPQ, GISC, SCHD

Today

3.8%most shared, JEPQ and SCHD

JEPQGISCSCHD

JEPQ—0.0%3.8%

GISC0.0%—0.8%

SCHD3.8%0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−8.8%15.5% vol

GISCWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+32.3%

12.2%Yield3.0%

+9.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026