Compare · 4 funds side by side · dividends reinvested

JEPQ, WCBR, PAVE and SCHD

JEPQJ.P. Morgan×WCBRWisdomTree×PAVEGlobal X×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$19,684PAVE · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, WCBR, PAVE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B2.7

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+55.6%+35.1%+28.4%+8.1%−29.1%41.6%$197M2.8

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.80%+12.3%+12.8%+22.5%+14.5%−15.3%21.9%$13.5B2.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: JEPQ 2022 · WCBR 2021 · PAVE 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X - U.S. Infrastructure Development ETF · $13.5B$19,684

PAVE

More Ways to See the Pairs

PAVE vs SCHD: Top 5 Holdings

Today

PAVE

18.0%in top 5

SCHD

in top 521.7%

PAVEStockSCHD

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, PAVE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

WCBR0.45%$45

PAVE0.47%$47

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

PAVEMeasureSCHD

+12.3%Year to dateJan 1 → Nov 12+34.2%

+12.8%1 yearTotal return+36.8%

+22.5%3 years · per year$10,000 became $18,381 · $17,257+19.9%

+14.5%5 years · per year$10,000 became $19,684 · $16,429+10.4%

0.47%Expense ratio$47 · $6 a year on $10k · lower is better0.06%

0.80%Trailing 12-mo yield$80 · $293 a year on $10k2.93%

−15.3%Worst dropSmaller is better−6.9%

21.9%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.9%FASTnot top 5

3.7%EMRnot top 5

3.7%DEnot top 5

3.5%NUEnot top 5

3.3%URInot top 5

Held in common1.5%

End-of-day Nov 12, 2026 · share of each fund

PAVE vs SCHD Returns, Every Period

5Y

Global XPAVE

+14.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

PAVESCHDFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Income: PAVE vs JEPQ

YTD

Global XPAVE

+12.3%

JEPQJ.P. Morgan

+7.8%

+12.3%Year to date+7.8%

−15.3%Worst drop · 1Y−11.5%

21.9%Volatility · 1Y16.9%

0.8%Yield12.2%

$13.5BAssets$41.8B

3–1JEPQ wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: JEPQ, WCBR, PAVE, SCHD

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

SCHD2.93%$293

PAVE0.80%$80

WCBR0.00%$0

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

SCHD$293 − $6 = $287

PAVE$80 − $47 = $33

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCBR, PAVE, SCHD

Today

3.8%most shared, JEPQ and SCHD

JEPQWCBRPAVESCHD

JEPQ—2.3%1.3%3.8%

WCBR2.3%—0.0%0.0%

PAVE1.3%0.0%—1.5%

SCHD3.8%0.0%1.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.9% vol

PAVEWorst drop−15.3%21.9% vol

WCBRWorst drop−29.1%41.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCBR

+7.8%Year to date+55.6%

12.2%Yield0.0%

+8.8%Past year+35.1%

0.35%Fee0.45%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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JEPQ, WCBR, PAVE and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four