Compare · 3 funds side by side · dividends reinvested

JEPQ, VOO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

JEPQ, VOO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: JEPQ 2022 · VOO 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 51.2% in common

JEPQMeasureVOO

+8.5%Year to dateJan 1 → Nov 4+13.4%

+9.3%1 yearTotal return+13.5%

+20.3%3 years · per year$10,000 became $17,406 · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

12.17%Trailing 12-mo yield$1,217 · $105 a year on $10k1.05%

−8.8%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer12.8%

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

2–5VOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs VOO: Top 5 Holdings

Today

JEPQ

27.9%in top 5

VOO

in top 528.3%

JEPQStockVOO

7.1%NVDA8.4%

6.8%AAPL7.4%

5.6%MSFT5.8%

4.2%MUnot top 5

4.1%GOOGnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common51.2%

End-of-day Nov 4, 2026 · share of each fund

JEPQ vs VOO Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

VOOVanguard

+13.5%

past year

JEPQVOOFaded: behind in that period

0–3VOO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

JEPQ vs SCHD

YTD

J.P. MorganJEPQ

+8.5%

SCHDSchwab

+35.3%

+8.5%Year to date+35.3%

−8.8%Worst drop · 1Y−6.9%

15.5%Volatility · 1Y11.5%

12.2%Yield2.9%

$42.1BAssets$123B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, VOO, SCHD

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

JEPQ0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JEPQ, VOO, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SCHD2.91%$291

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$291 − $6 = $285

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JEPQ, VOO, SCHD

Today

51.2%most shared, JEPQ and VOO

JEPQVOOSCHD

JEPQ—51.2%3.7%

VOO51.2%—7.6%

SCHD3.7%7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

VOOWorst drop−8.9%12.8% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+35.3%

12.2%Yield2.9%

+9.3%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026