Compare · 3 funds side by side · dividends reinvested

JEPQ, VTV and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

JEPQ, VTV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

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 · VTV 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested · they hold 16.9% in common

JEPQMeasureVTV

+3.2%Year to dateJan 1 → Nov 6+18.5%

+4.5%1 yearTotal return+22.9%

+17.4%3 years · per year$10,000 became $16,202 · $17,687+20.9%

[…]5 years · per year$10,000 became […] · $17,585+12.0%

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

12.79%Trailing 12-mo yield$1,279 · $187 a year on $10k1.87%

−11.5%Worst dropSmaller is better−6.4%

16.7%VolatilityLower is calmer10.7%

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

1–6VTV 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 VTV: Top 5 Holdings

Today

JEPQ

28.9%in top 5

VTV

in top 515.8%

JEPQStockVTV

7.4%AAPLnot top 5

6.6%NVDAnot top 5

6.1%MSFTnot top 5

not top 5MU4.6%

4.4%GOOGnot top 5

4.4%AMZNnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common16.9%

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

JEPQ vs VTV Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

VTVVanguard

+22.9%

past year

JEPQVTVFaded: behind in that period

0–3VTV 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, VTV, SCHD

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

JEPQ0.35%$35

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

Yields: JEPQ, VTV, SCHD

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SCHD3.00%$300

VTV1.87%$187

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

VTV$187 − $3 = $184

KeptFee

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

Overlap: JEPQ, VTV, SCHD

Today

17.9%most shared, VTV and SCHD

JEPQVTVSCHD

JEPQ—16.9%3.8%

VTV16.9%—17.9%

SCHD3.8%17.9%—

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

VTVWorst drop−6.4%10.7% vol

SCHDWorst drop−6.9%11.7% 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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026