Compare · 4 funds side by side · dividends reinvested

JEPQ, WCEO, SCHD and DGRO

JEPQJ.P. Morgan×WCEOHypatia Capital×SCHDSchwab×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

JEPQ, WCEO, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.6

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.9

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.2%+25.4%+18.6%[…]−7.3%14.5%$13M3.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPQ 2022 · WCEO 2023 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Hypatia Women CEO ETF · $13M[…]

WCEO

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

WCEOMeasureJEPQ

+20.2%Year to dateJan 1 → Nov 9+6.6%

+25.4%1 yearTotal return+9.2%

+18.6%3 years · per year$10,000 became $16,669 · $16,495+18.2%

[…]5 years · per year[…]

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

0.53%Trailing 12-mo yield$53 · $1,239 a year on $10k12.39%

−7.3%Worst dropSmaller is better−11.5%

14.5%VolatilityLower is calmer16.9%

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

5–2WCEO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WCEO vs JEPQ: Top 5 Holdings

Today

WCEO

8.0%in top 5

JEPQ

in top 528.6%

WCEOStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

1.7%CLXnot top 5

1.6%TRnot top 5

1.6%KMInot top 5

1.5%ACInot top 5

1.5%INSWnot top 5

Held in common1.3%

End-of-day Nov 9, 2026 · share of each fund

WCEO vs JEPQ Returns, Every Period

Hypatia CapitalWCEO

+25.4%

past year

JEPQJ.P. Morgan

+9.2%

past year

WCEOJEPQFaded: behind in that period

3–0WCEO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: WCEO vs JEPQ

YTD

Hypatia CapitalWCEO

+20.2%

JEPQJ.P. Morgan

+6.6%

+20.2%Year to date+6.6%

−7.3%Worst drop · 1Y−11.5%

14.5%Volatility · 1Y16.9%

0.5%Yield12.4%

$13.5MAssets$40.7B

3–1WCEO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, WCEO, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

JEPQ0.35%$35

WCEO0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPQ, WCEO, SCHD, DGRO

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SCHD2.96%$296

DGRO1.84%$184

WCEO0.53%$53

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCEO, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

JEPQWCEOSCHDDGRO

JEPQ—1.3%3.8%19.5%

WCEO1.3%—2.8%5.9%

SCHD3.8%2.8%—21.3%

DGRO19.5%5.9%21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

WCEOWorst drop−7.3%14.5% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.6%Year to date+33.2%

12.4%Yield3.0%

+9.2%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026