Compare · 3 funds side by side · dividends reinvested

JEPQ, SCHD and BND

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.6

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.18%−1.3%−1.3%+4.3%−0.4%−4.5%4.1%$161B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: JEPQ 2022 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,429

SCHD

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

SCHD

More Ways to See the Pairs

SCHD vs JEPQ: Top 5 Holdings

Today

SCHD

21.7%in top 5

JEPQ

in top 527.3%

SCHDStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

4.7%TXNnot top 5

4.4%PGnot top 5

Cost, Income and Risk

Fees: JEPQ, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

JEPQ0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: JEPQ, SCHD, BND

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

BND vs AGG

YTD

VanguardBND

−1.3%

AGGiShares

−1.4%

Measure

JEPQ

+34.2%Year to dateJan 1 → Nov 12+7.8%

+36.8%1 yearTotal return+8.8%

+19.9%3 years · per year$10,000 became $17,257 · $16,406+17.9%

+10.4%5 years · per year$10,000 became $16,429 · […][…]

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

2.93%Trailing 12-mo yield$293 · $1,224 a year on $10k12.24%

−6.9%Worst dropSmaller is better−11.5%

11.7%VolatilityLower is calmer16.9%

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

6–1SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%KOnot top 5

not top 5GOOG4.3%

4.3%HDnot top 5

not top 5AMZN4.2%

4.1%AMGNnot top 5

Held in common3.8%

End-of-day Nov 12, 2026 · share of each fund

SCHD vs JEPQ Returns, Every Period

1Y

SchwabSCHD

+36.8%

past year

JEPQJ.P. Morgan

+8.8%

past year

SCHDJEPQFaded: behind in that period

3–0SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SCHD vs JEPQ

YTD

SchwabSCHD

+34.2%

JEPQJ.P. Morgan

+7.8%

+34.2%Year to date+7.8%

−6.9%Worst drop · 1Y−11.5%

11.7%Volatility · 1Y16.9%

2.9%Yield12.2%

$123BAssets$41.8B

3–1SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

BND4.18%$418

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

BND$418 − $3 = $415

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPQ, SCHD, BND

Today

3.8%most shared, JEPQ and SCHD

JEPQSCHDBND

JEPQ—3.8%[…]

SCHD3.8%—[…]

BND[…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

BNDWorst drop−4.5%4.1% vol

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+7.8%Year to date+34.2%

12.2%Yield2.9%

+8.8%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

−1.3%Year to date−1.4%

4.2%Yield4.2%

$161BAssets$138B

1–0BND wins

End-of-day Nov 12, 2026

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JEPQ, SCHD and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three