Compare · 4 funds side by side · dividends reinvested

JEPQ, WCBR, IGV and SCHD

JEPQJ.P. Morgan×WCBRWisdomTree×IGViShares×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$16,418SCHD · 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, IGV 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%$124B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.3

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+54.2%+36.4%+28.1%+8.0%−27.8%41.6%$216M2.6

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.2%−7.9%+12.2%+2.9%−32.2%32.9%$12.9B3.5

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 · IGV 2001 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SCHD

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SCHD vs IGV: Top 5 Holdings

Today

SCHD

21.8%in top 5

IGV

in top 541.4%

SCHDStockIGV

not top 5MSFT8.9%

not top 5PLTR8.6%

not top 5PANW8.4%

not top 5CRWD7.9%

not top 5ORCL7.6%

Cost, Income and Risk

Fees: JEPQ, WCBR, IGV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

IGV0.38%$38

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%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

IGV

iShares Expanded Tech-Software Sector ETF · $12.9B$11,529

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SCHDMeasureIGV

+34.9%Year to dateJan 1 → Nov 13−4.2%

+37.5%1 yearTotal return−7.9%

+20.2%3 years · per year$10,000 became $17,374 · $14,119+12.2%

+10.4%5 years · per year$10,000 became $16,418 · $11,529+2.9%

0.06%Expense ratio$6 · $38 a year on $10k · lower is better0.38%

2.92%Trailing 12-mo yield$292 · $2 a year on $10k0.02%

−6.9%Worst dropSmaller is better−32.2%

11.7%VolatilityLower is calmer32.9%

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

8–0SCHD wins

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

4.8%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.2%HDnot top 5

4.1%AMGNnot top 5

Held in common0.0%

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

SCHD vs IGV Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

IGViShares

+2.9%

5 years, per year

SCHDIGVFaded: behind in that period

4–0SCHD wins

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

SCHD vs JEPQ

YTD

SchwabSCHD

+34.9%

JEPQJ.P. Morgan

+6.7%

+34.9%Year to date+6.7%

−6.9%Worst drop · 1Y−11.5%

11.7%Volatility · 1Y17.0%

2.9%Yield12.4%

$124BAssets$42.5B

3–1SCHD wins

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

Yields: JEPQ, WCBR, IGV, SCHD

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

SCHD2.92%$292

IGV0.02%$2

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

IGV$2 − $38 = −$36

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: JEPQ, WCBR, IGV, SCHD

Today

17.4%most shared, WCBR and IGV

JEPQWCBRIGVSCHD

JEPQ—2.3%11.4%3.8%

WCBR2.3%—17.4%0.0%

IGV11.4%17.4%—0.0%

SCHD3.8%0.0%0.0%—

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

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%17.0% vol

IGVWorst drop−32.2%32.9% 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%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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JEPQ, WCBR, IGV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four