Compare · 3 funds side by side · dividends reinvested

JEPQ, IJS and SCHD

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

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

Story of the three · RiskSmallest drop

JEPQ, IJS and SCHD, 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%$124B1.1

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.39%+18.1%+20.1%+16.7%+5.9%−9.3%16.3%$7.7B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B2.6

Rank among the three1st → 3rdFee, 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 · IJS 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

IJS

iShares S&P Small-Cap 600 Value ETF · $7.7B$13,344

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

JEPQ

More Ways to See the Pairs

JEPQ vs IJS: Top 5 Holdings

Today

JEPQ

27.3%in top 5

IJS

in top 54.8%

JEPQStockIJS

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.6%MSFTnot top 5

4.3%GOOGnot top 5

4.2%AMZNnot top 5

Cost, Income and Risk

Fees: JEPQ, IJS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IJS0.18%$18

JEPQ0.35%$35

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

Yields: JEPQ, IJS, SCHD

Popular Pairs Near These Three

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%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

IJS

+7.8%Year to dateJan 1 → Nov 12+18.1%

+8.8%1 yearTotal return+20.1%

+17.9%3 years · per year$10,000 became $16,406 · $15,911+16.7%

[…]5 years · per year$10,000 became […] · $13,344+5.9%

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

12.24%Trailing 12-mo yield$1,224 · $139 a year on $10k1.39%

−11.5%Worst dropSmaller is better−9.3%

16.9%VolatilityLower is calmer16.3%

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

2–5IJS wins

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

not top 5MTCH1.0%

not top 5PAYC1.0%

not top 5VSXY0.9%

not top 5JXN0.9%

not top 5EPAM0.9%

Held in common0.0%

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

JEPQ vs IJS Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

IJSiShares

+20.1%

past year

JEPQIJSFaded: behind in that period

1–2IJS wins

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

JEPQ vs SCHD

YTD

J.P. MorganJEPQ

+7.8%

SCHDSchwab

+34.2%

+7.8%Year to date+34.2%

−11.5%Worst drop · 1Y−6.9%

16.9%Volatility · 1Y11.7%

12.2%Yield2.9%

$42.6BAssets$124B

3–1SCHD wins

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

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

SCHD2.93%$293

IJS1.39%$139

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

IJS$139 − $18 = $121

KeptFee

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

Overlap: JEPQ, IJS, SCHD

Today

3.8%most shared, JEPQ and SCHD

JEPQIJSSCHD

JEPQ—0.0%3.8%

IJS0.0%—1.1%

SCHD3.8%1.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IJSWorst drop−9.3%16.3% vol

JEPQWorst drop−11.5%16.9% 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

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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JEPQ, IJS and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three