Compare · 3 funds side by side · dividends reinvested

JEPQ, SCHD and JEPI

JEPQJ.P. Morgan×SCHDSchwab×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

JEPQ, SCHD and JEPI, 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%$120B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.4

Rank among the three1st → 3rdFee, 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 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

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

JEPQMeasureSCHD

+6.6%Year to dateJan 1 → Nov 9+33.2%

+9.2%1 yearTotal return+39.1%

+18.2%3 years · per year$10,000 became $16,495 · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

12.39%Trailing 12-mo yield$1,239 · $296 a year on $10k2.96%

−11.5%Worst dropSmaller is better−6.9%

16.9%VolatilityLower is calmer11.8%

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

1–6SCHD wins

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

More Ways to See the Pairs

JEPQ vs SCHD: Top 5 Holdings

Today

JEPQ

28.6%in top 5

SCHD

in top 521.4%

JEPQStockSCHD

7.3%AAPLnot top 5

6.7%NVDAnot top 5

6.0%MSFTnot top 5

not top 5PG4.4%

4.4%GOOGnot top 5

not top 5TXN4.3%

4.3%AMZNnot top 5

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common3.8%

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

JEPQ vs SCHD Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

SCHDSchwab

+39.1%

past year

JEPQSCHDFaded: behind in that period

0–3SCHD wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

−11.5%Worst drop · 1Y−6.7%

16.9%Volatility · 1Y9.0%

12.4%Yield7.9%

$40.7BAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPQ, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: JEPQ, SCHD, JEPI

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

SCHD2.96%$296

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

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

KeptFee

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

Overlap: JEPQ, SCHD, JEPI

Today

27.5%most shared, JEPQ and JEPI

JEPQSCHDJEPI

JEPQ—3.8%27.5%

SCHD3.8%—8.4%

JEPI27.5%8.4%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

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 Three

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026