Compare · 2 funds side by side · dividends reinvested

JPIE and SCHD

JPIEJ.P. Morgan×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

JPIE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.4

JPMorgan Income ETFIncome · Dividend stocks0.40%5.70%+1.8%+3.0%+6.9%+3.2%−1.9%1.9%$11.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: JPIE 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Income ETF · $11.5B$11,722

JPIE

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested

JPIEMeasureSCHD

+1.8%Year to dateJan 1 → Nov 3+32.8%

+3.0%1 yearTotal return+37.6%

+6.9%3 years · per year$10,000 became $12,232 · $17,784+21.2%

+3.2%5 years · per year$10,000 became $11,722 · $16,352+10.3%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

5.70%Trailing 12-mo yield$570 · $297 a year on $10k2.97%

−1.9%Worst dropSmaller is better−6.9%

1.9%VolatilityLower is calmer11.4%

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

3–5SCHD wins

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

More Ways to See the Pairs

JPIE vs SCHD: Top 5 Holdings

Today

JPIE

[…]in top 5

SCHD

in top 521.4%

JPIEStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

JPIE vs SCHD Returns, Every Period

J.P. MorganJPIE

+3.2%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

JPIESCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JPIE vs SCHD

YTD

J.P. MorganJPIE

+1.8%

SCHDSchwab

+32.8%

+1.8%Year to date+32.8%

−1.9%Worst drop · 1Y−6.9%

1.9%Volatility · 1Y11.4%

5.7%Yield3.0%

$11.5BAssets$121B

3–1JPIE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JPIE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JPIE0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JPIE, SCHD

5.70%highest, JPIE

FundTrailing yieldYield$10k

JPIE5.70%$570

SCHD2.97%$297

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$530most kept, JPIE

JPIE$570 − $40 = $530

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JPIE, SCHD

Today

[…]holdings […]

JPIESCHD

JPIE—[…]

SCHD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

JPIEWorst drop−1.9%1.9% vol

SCHDWorst drop−6.9%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JPIESCHD

+1.8%Year to date+32.8%

5.7%Yield3.0%

+3.0%Past year+37.6%

0.40%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026