Compare · 3 funds side by side · dividends reinvested

JEPQ, JSML and SCHD

JEPQJ.P. Morgan×JSMLJanus Henderson×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, JSML 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%$123B1.3

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.32%+15.1%+15.9%+21.7%+5.5%−14.8%22.5%$377M2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.4

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 · JSML 2016 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Janus Henderson Small Cap Growth Alpha ETF · $377M$13,078

JSML

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

JSMLMeasureSCHD

+15.1%Year to dateJan 1 → Nov 5+32.3%

+15.9%1 yearTotal return+38.7%

+21.7%3 years · per year$10,000 became $18,027 · $17,414+20.3%

+5.5%5 years · per year$10,000 became $13,078 · $16,375+10.4%

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

0.32%Trailing 12-mo yield$32 · $298 a year on $10k2.98%

−14.8%Worst dropSmaller is better−6.9%

22.5%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

JSML vs SCHD: Top 5 Holdings

Today

JSML

10.1%in top 5

SCHD

in top 521.7%

JSMLStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

2.2%RHPnot top 5

2.1%CONnot top 5

2.0%CVLTnot top 5

2.0%OPCHnot top 5

1.9%ZWSnot top 5

Held in common0.1%

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

JSML vs SCHD Returns, Every Period

Janus HendersonJSML

+5.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

JSMLSCHDFaded: behind in that period

1–3SCHD wins

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

Stocks vs Income: JSML vs JEPQ

YTD

Janus HendersonJSML

+15.1%

JEPQJ.P. Morgan

+8.5%

+15.1%Year to date+8.5%

−14.8%Worst drop · 1Y−8.8%

22.5%Volatility · 1Y15.5%

0.3%Yield12.2%

$377MAssets$42.1B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: JEPQ, JSML, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JSML0.30%$30

JEPQ0.35%$35

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

Yields: JEPQ, JSML, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SCHD2.98%$298

JSML0.32%$32

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

JSML$32 − $30 = $2

KeptFee

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

Overlap: JEPQ, JSML, SCHD

Today

3.8%most shared, JEPQ and SCHD

JEPQJSMLSCHD

JEPQ—0.0%3.8%

JSML0.0%—0.1%

SCHD3.8%0.1%—

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

JSMLWorst drop−14.8%22.5% vol

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