Compare · 3 funds side by side · dividends reinvested

JEPQ, VTI and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375VTI · best of the three

02 / 04

JEPQ, VTI 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%$120B1.5

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.7

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 · VTI 2001 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested · they hold 47.2% in common

JEPQMeasureVTI

+3.2%Year to dateJan 1 → Nov 6+8.9%

+4.5%1 yearTotal return+9.9%

+17.4%3 years · per year$10,000 became $16,202 · $18,004+21.7%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

12.79%Trailing 12-mo yield$1,279 · $109 a year on $10k1.09%

−11.5%Worst dropSmaller is better−8.9%

16.7%VolatilityLower is calmer13.7%

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

1–6VTI 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 VTI: Top 5 Holdings

Today

JEPQ

28.9%in top 5

VTI

in top 525.0%

JEPQStockVTI

7.4%AAPL6.6%

6.6%NVDA7.1%

6.1%MSFT5.2%

4.4%GOOGnot top 5

4.4%AMZN3.3%

not top 5GOOGL2.8%

Held in common47.2%

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

JEPQ vs VTI Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

VTIVanguard

+9.9%

past year

JEPQVTIFaded: behind in that period

0–3VTI 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, VTI, SCHD

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SCHD0.06%$6

JEPQ0.35%$35

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

Yields: JEPQ, VTI, SCHD

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SCHD3.00%$300

VTI1.09%$109

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

VTI$109 − $3 = $106

KeptFee

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

Overlap: JEPQ, VTI, SCHD

Today

47.2%most shared, JEPQ and VTI

JEPQVTISCHD

JEPQ—47.2%3.8%

VTI47.2%—7.1%

SCHD3.8%7.1%—

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

VTIWorst drop−8.9%13.7% vol

JEPQWorst drop−11.5%16.7% 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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026