Compare · 2 funds side by side · dividends reinvested

JPRE and SCHD

JPREJ.P. Morgan×SCHDSchwab×

Versus in desk

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

02 / 04

JPRE 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%$121B1.0

JPMorgan Realty Income ETFIncome · Dividend stocks0.71%2.24%+16.8%+17.1%+15.4%[…]−10.5%14.2%$469M2.0

Rank among the two1st → 2ndFee, 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: JPRE 1998 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Realty Income ETF · $469M[…]

JPRE

SCHD

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

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

JPREMeasureSCHD

+16.8%Year to dateJan 1 → Nov 4+35.3%

+17.1%1 yearTotal return+41.6%

+15.4%3 years · per year$10,000 became $15,369 · $17,908+21.4%

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

0.71%Expense ratio$71 · $6 a year on $10k · lower is better0.06%

2.24%Trailing 12-mo yield$224 · $291 a year on $10k2.91%

−10.5%Worst dropSmaller is better−6.9%

14.2%VolatilityLower is calmer11.5%

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

0–7SCHD wins

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

More Ways to See the Pairs

JPRE vs SCHD: Top 5 Holdings

Today

JPRE

45.0%in top 5

SCHD

in top 521.6%

JPREStockSCHD

12.8%WELLnot top 5

9.5%PLDnot top 5

9.1%EQIXnot top 5

7.3%DLRnot top 5

6.2%AMTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

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

JPRE vs SCHD Returns, Every Period

J.P. MorganJPRE

+17.1%

past year

SCHDSchwab

+41.6%

past year

JPRESCHDFaded: behind in that period

0–3SCHD wins

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

JPRE vs SCHD

YTD

J.P. MorganJPRE

+16.8%

SCHDSchwab

+35.3%

+16.8%Year to date+35.3%

−10.5%Worst drop · 1Y−6.9%

14.2%Volatility · 1Y11.5%

2.2%Yield2.9%

$469MAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: JPRE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JPRE0.71%$71

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

Yields: JPRE, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

JPRE2.24%$224

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

JPRE$224 − $71 = $153

KeptFee

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

Overlap: JPRE, SCHD

Today

0.0%most shared, JPRE and SCHD

JPRESCHD

JPRE—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

JPREWorst drop−10.5%14.2% vol

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

Paid More vs Made More

YTD

SCHDJPRE

+35.3%Year to date+16.8%

2.9%Yield2.2%

+41.6%Past year+17.1%

0.06%Fee0.71%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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