Compare · 4 funds side by side · dividends reinvested

JEPQ, NETG, DGRO and SCHD

JEPQJ.P. Morgan×NETGLeverageShares×DGROiShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

JEPQ, NETG, DGRO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.6

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.9

Leverage Shares 2x Long NET Daily ETFSingle-Stock Leverage0.75%0.00%+23.1%[…][…][…][…][…]$4M3.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPQ 2022 · NETG 2025 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $44.7B$17,131

DGRO

NETG

Leverage Shares 2x Long NET Daily ETF · $4M[…]

$10,000 five years ago, dividends reinvested

DGROMeasureNETG

+18.8%Year to dateJan 1 → Nov 9+23.1%

+22.9%1 yearTotal return[…]

+20.7%3 years · per year$10,000 became $17,571 · […][…]

+11.4%5 years · per year$10,000 became $17,131 · […][…]

0.08%Expense ratio$8 · $75 a year on $10k · lower is better0.75%

1.84%Trailing 12-mo yield$184 · $0 a year on $10k0.00%

−6.5%Worst dropSmaller is better[…]

10.3%VolatilityLower is calmer[…]

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

2–1DGRO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DGRO vs NETG: Top 5 Holdings

Today

DGRO

15.1%in top 5

NETG

in top 5[…]

DGROStockNETG

3.1%MSFTnot top 5

3.1%AAPLnot top 5

3.1%ABBVnot top 5

3.0%XOMnot top 5

2.9%JNJnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

DGRO vs NETG Returns, Every Period

iSharesDGRO

+22.9%

past year

NETGLeverageShares

[…]

past year

DGRONETGFaded: behind in that period

0–1NETG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DGRO vs JEPQ

YTD

iSharesDGRO

+18.8%

JEPQJ.P. Morgan

+6.6%

+18.8%Year to date+6.6%

−6.5%Worst drop · 1Y−11.5%

10.3%Volatility · 1Y16.9%

1.8%Yield12.4%

$44.7BAssets$40.7B

3–1DGRO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, NETG, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

JEPQ0.35%$35

NETG0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPQ, NETG, DGRO, SCHD

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SCHD2.96%$296

DGRO1.84%$184

NETG0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

NETG$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPQ, NETG, DGRO, SCHD

Today

21.3%most shared, DGRO and SCHD

JEPQNETGDGROSCHD

JEPQ—[…]19.5%3.8%

NETG[…]—[…][…]

DGRO19.5%[…]—21.3%

SCHD3.8%[…]21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

NETGWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.6%Year to date+33.2%

12.4%Yield3.0%

+9.2%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026