Compare · 3 funds side by side · dividends reinvested

JEPQ, NETL and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

JEPQ, NETL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B2.0

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.13%+7.8%+7.5%+11.4%−0.1%−16.7%14.9%$47M2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: JEPQ 2022 · NETL 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

JEPQ

NETL

Colterpoint Net Lease Real Estate ETF · $47M$9,951

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

JEPQMeasureNETL

+8.5%Year to dateJan 1 → Nov 4+7.8%

+9.3%1 yearTotal return+7.5%

+20.3%3 years · per year$10,000 became $17,406 · $13,839+11.4%

[…]5 years · per year$10,000 became […] · $9,951−0.1%

0.35%Expense ratio$35 · $60 a year on $10k · lower is better0.60%

12.17%Trailing 12-mo yield$1,217 · $513 a year on $10k5.13%

−8.8%Worst dropSmaller is better−16.7%

15.5%VolatilityLower is calmer14.9%

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

6–1JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs NETL: Top 5 Holdings

Today

JEPQ

27.9%in top 5

NETL

in top 542.1%

JEPQStockNETL

not top 5ADC8.6%

not top 5VICI8.6%

not top 5O8.4%

not top 5WPC8.3%

not top 5NNN8.3%

7.1%NVDAnot top 5

6.8%AAPLnot top 5

5.6%MSFTnot top 5

4.2%MUnot top 5

4.1%GOOGnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

JEPQ vs NETL Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

NETLNETL

+7.5%

past year

JEPQNETLFaded: behind in that period

3–0JEPQ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Sector: JEPQ vs NETL

YTD

J.P. MorganJEPQ

+8.5%

NETLNETL

+7.8%

+8.5%Year to date+7.8%

−8.8%Worst drop · 1Y−16.7%

15.5%Volatility · 1Y14.9%

12.2%Yield5.1%

$41.8BAssets$47.3M

3–1JEPQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, NETL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

NETL0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JEPQ, NETL, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

NETL5.13%$513

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

NETL$513 − $60 = $453

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JEPQ, NETL, SCHD

Today

3.7%most shared, JEPQ and SCHD

JEPQNETLSCHD

JEPQ—0.0%3.7%

NETL0.0%—0.0%

SCHD3.7%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

NETLWorst drop−16.7%14.9% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+35.3%

12.2%Yield2.9%

+9.3%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026