Compare · 4 funds side by side · dividends reinvested

JEPQ, WCBR, DGRO and SCHD

JEPQJ.P. Morgan×WCBRWisdomTree×DGROiShares×SCHDSchwab×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,051DGRO · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, WCBR, DGRO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.9

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.9%+21.1%+20.9%+11.3%−6.5%10.3%$45.9B2.0

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+54.2%+36.4%+28.1%+8.0%−27.8%41.6%$197M2.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: JEPQ 2022 · WCBR 2021 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core Dividend Growth ETF · $45.9B$17,051

DGRO

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DGRO vs SCHD: Top 5 Holdings

Today

DGRO

14.9%in top 5

SCHD

in top 521.7%

DGROStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: JEPQ, WCBR, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

JEPQ0.35%$35

WCBR0.45%$45

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 21.1% in common

DGROMeasureSCHD

+19.9%Year to dateJan 1 → Nov 13+34.9%

+21.1%1 yearTotal return+37.5%

+20.9%3 years · per year$10,000 became $17,660 · $17,374+20.2%

+11.3%5 years · per year$10,000 became $17,051 · $16,418+10.4%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

1.82%Trailing 12-mo yield$182 · $292 a year on $10k2.92%

−6.5%Worst dropSmaller is better−6.9%

10.3%VolatilityLower is calmer11.7%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.1%AAPLnot top 5

3.0%ABBVnot top 5

3.0%MSFTnot top 5

2.9%XOMnot top 5

2.8%JNJnot top 5

Held in common21.1%

End-of-day Nov 13, 2026 · share of each fund

DGRO vs SCHD Returns, Every Period

5Y

iSharesDGRO

+11.3%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DGROSCHDFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DGRO vs JEPQ

YTD

iSharesDGRO

+19.9%

JEPQJ.P. Morgan

+6.7%

+19.9%Year to date+6.7%

−6.5%Worst drop · 1Y−11.5%

10.3%Volatility · 1Y17.0%

1.8%Yield12.4%

$45.9BAssets$42.6B

3–1DGRO wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: JEPQ, WCBR, DGRO, SCHD

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

SCHD2.92%$292

DGRO1.82%$182

WCBR0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

SCHD$292 − $6 = $286

DGRO$182 − $8 = $174

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCBR, DGRO, SCHD

Today

21.1%most shared, DGRO and SCHD

JEPQWCBRDGROSCHD

JEPQ—2.3%19.6%3.8%

WCBR2.3%—0.1%0.0%

DGRO19.6%0.1%—21.1%

SCHD3.8%0.0%21.1%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%17.0% vol

WCBRWorst drop−27.8%41.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCBR

+6.7%Year to date+54.2%

12.4%Yield0.0%

+7.6%Past year+36.4%

0.35%Fee0.45%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

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JEPQ, WCBR, DGRO and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four