Compare · 3 funds side by side · dividends reinvested

JEPQ, SCHD and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,466VGT · best of the three

02 / 04

JEPQ, SCHD and VGT, 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%$120B1.4

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: JEPQ 2022 · SCHD 2011 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

SCHD

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

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

JEPQMeasureSCHD

+8.5%Year to dateJan 1 → Nov 5+32.3%

+9.3%1 yearTotal return+38.7%

+20.3%3 years · per year$10,000 became $17,406 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

12.17%Trailing 12-mo yield$1,217 · $298 a year on $10k2.98%

−8.8%Worst dropSmaller is better−6.9%

15.5%VolatilityLower is calmer11.7%

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

1–5SCHD wins

End-of-day Nov 5, 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

28.3%in top 5

SCHD

in top 521.7%

JEPQStockSCHD

7.1%AAPLnot top 5

6.8%NVDAnot top 5

6.0%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

4.2%GOOGnot top 5

4.2%AMZNnot top 5

not top 5KO4.2%

not top 5AMGN4.2%

Held in common3.8%

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

JEPQ vs SCHD Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

SCHDSchwab

+38.7%

past year

JEPQSCHDFaded: behind in that period

0–2SCHD wins

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

JEPQ vs SCHD

YTD

J.P. MorganJEPQ

+8.5%

SCHDSchwab

+32.3%

+8.5%Year to date+32.3%

−8.8%Worst drop · 1Y−6.9%

15.5%Volatility · 1Y11.7%

12.2%Yield3.0%

$42.6BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: JEPQ, SCHD, VGT

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VGT0.09%$9

JEPQ0.35%$35

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

Yields: JEPQ, SCHD, VGT

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SCHD2.98%$298

VGT0.44%$44

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

SCHD$298 − $6 = $292

VGT$44 − $9 = $35

KeptFee

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

Overlap: JEPQ, SCHD, VGT

Today

43.0%most shared, JEPQ and VGT

JEPQSCHDVGT

JEPQ—3.8%43.0%

SCHD3.8%—2.2%

VGT43.0%2.2%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−8.8%15.5% vol

VGTWorst drop−17.5%26.5% 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 Three

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

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

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

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026