Compare · 3 funds side by side · dividends reinvested

JEPQ, WCEO and SCHD

JEPQJ.P. Morgan×WCEOHypatia Capital×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

JEPQ, WCEO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.1

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.9%+24.1%+20.4%[…]−7.3%13.8%$14M2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: JEPQ 2022 · WCEO 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

JEPQ

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

JEPQMeasureSCHD

+8.5%Year to dateJan 1 → Nov 4+35.3%

+9.3%1 yearTotal return+41.6%

+20.3%3 years · per year$10,000 became $17,406 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

12.17%Trailing 12-mo yield$1,217 · $291 a year on $10k2.91%

−8.8%Worst dropSmaller is better−6.9%

15.5%VolatilityLower is calmer11.5%

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

1–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs SCHD: Top 5 Holdings

Today

JEPQ

27.9%in top 5

SCHD

in top 521.6%

JEPQStockSCHD

7.1%NVDAnot top 5

6.8%AAPLnot top 5

5.6%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

4.2%MUnot top 5

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

4.1%GOOGnot top 5

Held in common3.7%

End-of-day Nov 4, 2026 · share of each fund

JEPQ vs SCHD Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

SCHDSchwab

+41.6%

past year

JEPQSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

JEPQ vs SCHD

YTD

J.P. MorganJEPQ

+8.5%

SCHDSchwab

+35.3%

+8.5%Year to date+35.3%

−8.8%Worst drop · 1Y−6.9%

15.5%Volatility · 1Y11.5%

12.2%Yield2.9%

$41.8BAssets$121B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, WCEO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

WCEO0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JEPQ, WCEO, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SCHD2.91%$291

WCEO0.53%$53

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$291 − $6 = $285

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCEO, SCHD

Today

3.7%most shared, JEPQ and SCHD

JEPQWCEOSCHD

JEPQ—1.3%3.7%

WCEO1.3%—2.7%

SCHD3.7%2.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

WCEOWorst drop−7.3%13.8% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+35.3%

12.2%Yield2.9%

+9.3%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026