Compare · 3 funds side by side · dividends reinvested

JEPQ, VGT and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,649VGT · best of the three

02 / 04

JEPQ, VGT and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$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 6, 2026 · returns include dividends · since: JEPQ 2022 · VGT 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

VGT

Vanguard Information Technology ETF · $155B$20,649

$10,000 five years ago, dividends reinvested · they hold 41.7% in common

JEPQMeasureVGT

+3.2%Year to dateJan 1 → Nov 6+15.6%

+4.5%1 yearTotal return+12.1%

+17.4%3 years · per year$10,000 became $16,202 · $21,289+28.6%

[…]5 years · per year$10,000 became […] · $20,649+15.6%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

12.79%Trailing 12-mo yield$1,279 · $44 a year on $10k0.44%

−11.5%Worst dropSmaller is better−17.5%

16.7%VolatilityLower is calmer26.5%

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

3–4VGT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs VGT: Top 5 Holdings

Today

JEPQ

28.9%in top 5

VGT

in top 553.2%

JEPQStockVGT

6.6%NVDA17.6%

7.4%AAPL15.9%

6.1%MSFT11.2%

not top 5MU4.5%

4.4%GOOGnot top 5

4.4%AMZNnot top 5

not top 5AVGO4.1%

Held in common41.7%

End-of-day Nov 6, 2026 · share of each fund

JEPQ vs VGT Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

VGTVanguard

+12.1%

past year

JEPQVGTFaded: behind in that period

0–3VGT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

JEPQ vs SCHD

YTD

J.P. MorganJEPQ

+3.2%

SCHDSchwab

+31.4%

+3.2%Year to date+31.4%

−11.5%Worst drop · 1Y−6.9%

16.7%Volatility · 1Y11.7%

12.8%Yield3.0%

$42.6BAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, VGT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VGT0.09%$9

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPQ, VGT, SCHD

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SCHD3.00%$300

VGT0.44%$44

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPQ, VGT, SCHD

Today

41.7%most shared, JEPQ and VGT

JEPQVGTSCHD

JEPQ—41.7%3.8%

VGT41.7%—2.2%

SCHD3.8%2.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.7% vol

VGTWorst drop−17.5%26.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026