Compare · 3 funds side by side · dividends reinvested

JEPQ, USOY and SCHD

JEPQJ.P. Morgan×USOYDefiance×SCHDSchwab×

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, USOY and SCHD, 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%$122B1.5

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.24%+56.2%+56.2%[…][…]−25.5%39.1%$75M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPQ 2022 · USOY 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

USOY

Oil Enhanced Options Income ETF · $75M[…]

$10,000 five years ago, dividends reinvested

JEPQMeasureUSOY

+6.6%Year to dateJan 1 → Nov 9+56.2%

+9.2%1 yearTotal return+56.2%

+18.2%3 years · per year$10,000 became $16,495 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $112 a year on $10k · lower is better1.12%

12.39%Trailing 12-mo yield$1,239 · $5,424 a year on $10k54.24%

−11.5%Worst dropSmaller is better−25.5%

16.9%VolatilityLower is calmer39.1%

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

3–3Level

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 USOY: Top 5 Holdings

Today

JEPQ

28.6%in top 5

USOY

in top 5[…]

JEPQStockUSOY

7.3%AAPLnot top 5

6.7%NVDAnot top 5

6.0%MSFTnot top 5

4.4%GOOGnot top 5

4.3%AMZNnot top 5

Held in common[…]

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

JEPQ vs USOY Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

USOYDefiance

+56.2%

past year

JEPQUSOYFaded: behind in that period

0–2USOY wins

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

JEPQ vs USOY

YTD

J.P. MorganJEPQ

+6.6%

USOYDefiance

+56.2%

+6.6%Year to date+56.2%

−11.5%Worst drop · 1Y−25.5%

16.9%Volatility · 1Y39.1%

12.4%Yield54.2%

$40.7BAssets$74.7M

2–2level

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

Cost, Income and Risk

Fees: JEPQ, USOY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

USOY1.12%$112

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

Yields: JEPQ, USOY, SCHD

54.24%highest, USOY

FundTrailing yieldYield$10k

USOY54.24%$5,424

JEPQ12.39%$1,239

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,312most kept, USOY

USOY$5,424 − $112 = $5,312

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

KeptFee

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

Overlap: JEPQ, USOY, SCHD

Today

3.8%most shared, JEPQ and SCHD

JEPQUSOYSCHD

JEPQ—[…]3.8%

USOY[…]—[…]

SCHD3.8%[…]—

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

Return vs Bumpiness: 3 ETFs

+56.2%USOY, at 39.1% volatility

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

USOYWorst drop−25.5%39.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USOYSCHD

+56.2%Year to date+33.2%

54.2%Yield3.0%

+56.2%Past year+39.1%

1.12%Fee0.06%

3–1USOY 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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

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