Compare · 4 funds side by side · dividends reinvested

JEPQ, SECT, SCHD and VIG

JEPQJ.P. Morgan×SECTMain Management×SCHDSchwab×VIGVanguard×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,583VIG · best of the four

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

Story of the four · RiskSmallest drop

JEPQ, SECT, SCHD and VIG, 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%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.8

Main Sector Rotation ETFUnsorted0.69%0.71%+8.5%+11.3%+18.4%+10.5%−10.7%15.9%$2.8B3.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B3.4

Rank among the four1st → 4thFee, 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 · SECT 2017 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

JEPQ

More Ways to See the Pairs

JEPQ vs SECT: Top 5 Holdings

Today

JEPQ

28.0%in top 5

SECT

in top 581.6%

JEPQStockSECT

not top 5XLK37.6%

not top 5XLF17.5%

not top 5XLI11.7%

not top 5XLV8.7%

7.2%AAPLnot top 5

Cost, Income and Risk

Fees: JEPQ, SECT, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPQ0.35%$35

SECT0.69%$69

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

SECT

Main Sector Rotation ETF · $2.8B$16,453

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

JEPQMeasureSECT

+6.0%Year to dateJan 1 → Nov 10+8.5%

+8.8%1 yearTotal return+11.3%

+17.6%3 years · per year$10,000 became $16,284 · $16,590+18.4%

[…]5 years · per year$10,000 became […] · $16,453+10.5%

0.35%Expense ratio$35 · $69 a year on $10k · lower is better0.69%

12.45%Trailing 12-mo yield$1,245 · $71 a year on $10k0.71%

−11.5%Worst dropSmaller is better−10.7%

16.9%VolatilityLower is calmer15.9%

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

2–5SECT wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.2%NVDAnot top 5

not top 5QQQM6.0%

6.0%MSFTnot top 5

4.3%AMZNnot top 5

4.3%GOOGnot top 5

Held in common0.0%

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

JEPQ vs SECT Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

SECTMain Management

+11.3%

past year

JEPQSECTFaded: behind in that period

0–3SECT 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%

$42.0BAssets$123B

3–1SCHD wins

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

Yields: JEPQ, SECT, SCHD, VIG

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

SCHD2.94%$294

VIG1.46%$146

SECT0.71%$71

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

VIG$146 − $4 = $142

SECT$71 − $69 = $2

KeptFee

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

Overlap: JEPQ, SECT, SCHD, VIG

Today

26.3%most shared, JEPQ and VIG

JEPQSECTSCHDVIG

JEPQ—0.0%3.7%26.3%

SECT0.0%—0.0%0.0%

SCHD3.7%0.0%—14.5%

VIG26.3%0.0%14.5%—

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

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

SECTWorst drop−10.7%15.9% vol

JEPQWorst drop−11.5%16.9% 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

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

JEPQ, SECT, SCHD and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four