Compare · 4 funds side by side · dividends reinvested

JEPQ, NETL, XLK and SCHD

JEPQJ.P. Morgan×NETLNETL×XLKSPDR×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$21,164XLK · best of the four

02 / 04

JEPQ, NETL, XLK and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+14.8%+12.2%+26.2%+16.2%−19.6%28.5%$108B2.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.9

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.22%+6.1%+6.2%+9.6%−0.4%−16.7%14.9%$48M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: JEPQ 2022 · NETL 2019 · XLK 1998 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

NETL

Colterpoint Net Lease Real Estate ETF · $48M$9,825

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

JEPQMeasureNETL

+3.2%Year to dateJan 1 → Nov 6+6.1%

+4.5%1 yearTotal return+6.2%

+17.4%3 years · per year$10,000 became $16,202 · $13,159+9.6%

[…]5 years · per year$10,000 became […] · $9,825−0.4%

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

12.79%Trailing 12-mo yield$1,279 · $522 a year on $10k5.22%

−11.5%Worst dropSmaller is better−16.7%

16.7%VolatilityLower is calmer14.9%

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

4–3JEPQ wins

End-of-day Nov 6, 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

28.9%in top 5

NETL

in top 542.6%

JEPQStockNETL

not top 5VICI8.8%

not top 5ADC8.7%

not top 5O8.7%

not top 5WPC8.3%

not top 5NNN8.2%

7.4%AAPLnot top 5

6.6%NVDAnot top 5

6.1%MSFTnot top 5

4.4%GOOGnot top 5

4.4%AMZNnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

JEPQ vs NETL Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

NETLNETL

+6.2%

past year

JEPQNETLFaded: behind in that period

1–2NETL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Sector: JEPQ vs NETL

YTD

J.P. MorganJEPQ

+3.2%

NETLNETL

+6.1%

+3.2%Year to date+6.1%

−11.5%Worst drop · 1Y−16.7%

16.7%Volatility · 1Y14.9%

12.8%Yield5.2%

$40.7BAssets$48.2M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, NETL, XLK, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLK0.08%$8

JEPQ0.35%$35

NETL0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPQ, NETL, XLK, SCHD

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

NETL5.22%$522

SCHD3.00%$300

XLK0.51%$51

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

NETL$522 − $60 = $462

SCHD$300 − $6 = $294

XLK$51 − $8 = $43

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPQ, NETL, XLK, SCHD

Today

42.3%most shared, JEPQ and XLK

JEPQNETLXLKSCHD

JEPQ—0.0%42.3%3.8%

NETL0.0%—0.0%0.0%

XLK42.3%0.0%—4.0%

SCHD3.8%0.0%4.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

NETLWorst drop−16.7%14.9% vol

JEPQWorst drop−11.5%16.7% vol

XLKWorst drop−19.6%28.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$108BAssets$155B

1–1level

End-of-day Nov 6, 2026