Compare · 3 funds side by side · dividends reinvested

JEPQ, SCHD and XLK

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,542XLK · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, SCHD and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.4

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.49%+17.7%+17.8%+26.1%+16.6%−19.6%28.7%$110B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−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 10, 2026 · returns include dividends · since: JEPQ 2022 · SCHD 2011 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

JEPQ

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

JEPQ

More Ways to See the Pairs

JEPQ vs SCHD: Top 5 Holdings

Today

JEPQ

28.0%in top 5

SCHD

in top 521.4%

JEPQStockSCHD

7.2%AAPLnot top 5

6.2%NVDAnot top 5

6.0%MSFTnot top 5

not top 5PG4.4%

not top 5TXN4.3%

Cost, Income and Risk

Fees: JEPQ, SCHD, XLK

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLK0.08%$8

JEPQ0.35%$35

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

Yields: JEPQ, SCHD, XLK

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

XLK vs VGT

YTD

SPDRXLK

+17.7%

VGTVanguard

+17.7%

Measure

SCHD

+6.0%Year to dateJan 1 → Nov 10+33.8%

+8.8%1 yearTotal return+38.8%

+17.6%3 years · per year$10,000 became $16,284 · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

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

12.45%Trailing 12-mo yield$1,245 · $294 a year on $10k2.94%

−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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%AMZNnot top 5

not top 5KO4.3%

4.3%GOOGnot top 5

not top 5HD4.3%

not top 5AMGN4.1%

Held in common3.7%

End-of-day Nov 10, 2026 · share of each fund

JEPQ vs SCHD Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

SCHDSchwab

+38.8%

past year

JEPQSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

JEPQ vs SCHD

YTD

J.P. MorganJEPQ

+6.0%

SCHDSchwab

+33.8%

+6.0%Year to date+33.8%

−11.5%Worst drop · 1Y−6.9%

16.9%Volatility · 1Y11.8%

12.4%Yield2.9%

$40.7BAssets$122B

3–1SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

SCHD2.94%$294

XLK0.49%$49

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

SCHD$294 − $6 = $288

XLK$49 − $8 = $41

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JEPQ, SCHD, XLK

Today

43.0%most shared, JEPQ and XLK

JEPQSCHDXLK

JEPQ—3.7%43.0%

SCHD3.7%—3.9%

XLK43.0%3.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

XLKWorst drop−19.6%28.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.0%Year to date+33.8%

12.4%Yield2.9%

+8.8%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Year to date

+17.7%

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

$110BAssets$155B

1–0XLK wins

End-of-day Nov 10, 2026

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JEPQ, SCHD and XLK

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three