Compare · 4 funds side by side · dividends reinvested

JEPQ, NETL, VYM and SCHD

JEPQJ.P. Morgan×NETLNETL×VYMVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,002VYM · best of the four

02 / 04

JEPQ, NETL, VYM 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%$120B1.8

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B2.7

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.18%+6.8%+7.5%+10.5%−0.6%−16.7%14.9%$48M3.5

Rank among the four1st → 4thFee, 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 · NETL 2019 · VYM 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,375

SCHD

NETL

Colterpoint Net Lease Real Estate ETF · $48M$9,724

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

SCHDMeasureNETL

+32.3%Year to dateJan 1 → Nov 5+6.8%

+38.7%1 yearTotal return+7.5%

+20.3%3 years · per year$10,000 became $17,414 · $13,485+10.5%

+10.4%5 years · per year$10,000 became $16,375 · $9,724−0.6%

0.06%Expense ratio$6 · $60 a year on $10k · lower is better0.60%

2.98%Trailing 12-mo yield$298 · $518 a year on $10k5.18%

−6.9%Worst dropSmaller is better−16.7%

11.7%VolatilityLower is calmer14.9%

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

7–1SCHD wins

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

More Ways to See the Pairs

SCHD vs NETL: Top 5 Holdings

Today

SCHD

21.7%in top 5

NETL

in top 542.3%

SCHDStockNETL

not top 5VICI8.7%

not top 5ADC8.6%

not top 5O8.6%

not top 5WPC8.3%

not top 5NNN8.2%

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

Held in common0.0%

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

SCHD vs NETL Returns, Every Period

SchwabSCHD

+10.4%

5 years, per year

NETLNETL

−0.6%

5 years, per year

SCHDNETLFaded: behind in that period

4–0SCHD wins

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

SCHD vs JEPQ

YTD

SchwabSCHD

+32.3%

JEPQJ.P. Morgan

+8.5%

+32.3%Year to date+8.5%

−6.9%Worst drop · 1Y−8.8%

11.7%Volatility · 1Y15.5%

3.0%Yield12.2%

$120BAssets$42.6B

3–1SCHD wins

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

Cost, Income and Risk

Fees: JEPQ, NETL, VYM, SCHD

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

JEPQ0.35%$35

NETL0.60%$60

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

Yields: JEPQ, NETL, VYM, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

NETL5.18%$518

SCHD2.98%$298

VYM2.30%$230

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

NETL$518 − $60 = $458

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

KeptFee

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

Overlap: JEPQ, NETL, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

JEPQNETLVYMSCHD

JEPQ—0.0%12.1%3.8%

NETL0.0%—0.0%0.0%

VYM12.1%0.0%—21.9%

SCHD3.8%0.0%21.9%—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

NETLWorst drop−16.7%14.9% vol

JEPQWorst drop−8.8%15.5% 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 Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026