Compare · 4 funds side by side · dividends reinvested

JEPQ, WCBR, SCHD and DRAM

JEPQJ.P. Morgan×WCBRWisdomTree×SCHDSchwab×DRAMRoundhill×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

JEPQ, WCBR, SCHD and DRAM, 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

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.3

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: JEPQ 2022 · WCBR 2021 · SCHD 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $213M$14,306

WCBR

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

WCBRMeasureSCHD

+49.9%Year to dateJan 1 → Nov 6+31.4%

+37.3%1 yearTotal return+37.0%

+29.1%3 years · per year$10,000 became $21,504 · $17,266+20.0%

+7.4%5 years · per year$10,000 became $14,306 · $16,267+10.2%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $300 a year on $10k3.00%

−29.1%Worst dropSmaller is better−6.9%

41.5%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WCBR vs SCHD: Top 5 Holdings

Today

WCBR

30.4%in top 5

SCHD

in top 521.4%

WCBRStockSCHD

7.0%ZSnot top 5

6.1%Snot top 5

5.8%NTSKnot top 5

5.8%CRWDnot top 5

5.7%TENBnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

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

WCBR vs SCHD Returns, Every Period

WisdomTreeWCBR

+7.4%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

WCBRSCHDFaded: behind in that period

3–1WCBR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: WCBR vs JEPQ

YTD

WisdomTreeWCBR

+49.9%

JEPQJ.P. Morgan

+3.2%

+49.9%Year to date+3.2%

−29.1%Worst drop · 1Y−11.5%

41.5%Volatility · 1Y16.7%

0.0%Yield12.8%

$213MAssets$42.6B

3–1JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, WCBR, SCHD, DRAM

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

WCBR0.45%$45

DRAM0.65%$65

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

Yields: JEPQ, WCBR, SCHD, DRAM

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SCHD3.00%$300

WCBR0.00%$0

DRAM0.00%$0

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

WCBR$0 − $45 = −$45

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: JEPQ, WCBR, SCHD, DRAM

Today

3.9%most shared, JEPQ and DRAM

JEPQWCBRSCHDDRAM

JEPQ—2.3%3.8%3.9%

WCBR2.3%—0.0%0.0%

SCHD3.8%0.0%—0.0%

DRAM3.9%0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.5% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.7% vol

WCBRWorst drop−29.1%41.5% vol

DRAMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCBR

+3.2%Year to date+49.9%

12.8%Yield0.0%

+4.5%Past year+37.3%

0.35%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026