Compare · 3 funds side by side · dividends reinvested

JPRF, QTPI and SCHD

JPRFJ.P. Morgan×QTPINorth Square×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeQTPI · 4.43% · $443 a year on $10k

Story of the three · RiskSmallest drop

JPRF, QTPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.4

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFIncome · Dividend stocks0.60%4.43%+0.0%+0.8%[…][…]−2.8%4.9%$77M1.5

JPMorgan Preferred and Income Securities ETFIncome · Dividend stocks0.61%1.93%[…][…][…][…][…][…]$2.2B3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: JPRF 2022 · QTPI 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Preferred and Income Securities ETF · $2.2B[…]

JPRF

QTPI

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF · $77M[…]

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

More Ways to See the Pairs

JPRF vs QTPI: Top 5 Holdings

Today

JPRF

7.1%in top 5

QTPI

in top 512.0%

JPRFStockQTPI

2.9%PGXnot top 5

not top 5T-PA2.8%

not top 5TFC-PO2.8%

not top 5COF-PI2.2%

not top 5SCHW-PJ

Cost, Income and Risk

Fees: JPRF, QTPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

QTPI0.60%$60

JPRF0.61%$61

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

Yields: JPRF, QTPI, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

JPRF

Measure

QTPI

[…]Year to dateJan 1 → Nov 10+0.0%

[…]1 yearTotal return+0.8%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.61%Expense ratio$61 · $60 a year on $10k · lower is better0.60%

1.93%Trailing 12-mo yield$193 · $443 a year on $10k4.43%

[…]Worst dropSmaller is better−2.8%

[…]VolatilityLower is calmer4.9%

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

0–2QTPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.1%

1.1%MS-PO2.0%

1.1%WFC-PZnot top 5

1.0%T-PCnot top 5

1.0%MS-PQnot top 5

Held in common2.5%

End-of-day Nov 10, 2026 · share of each fund

JPRF vs QTPI Returns, Every Period

1Y

J.P. MorganJPRF

[…]

past year

QTPINorth Square

+0.8%

past year

Returns […]

JPRFQTPIFaded: behind in that period

0–0Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

JPRF vs QTPI

YTD

J.P. MorganJPRF

[…]

QTPINorth Square

+0.0%

[…]Year to date+0.0%

[…]Worst drop · 1Y−2.8%

[…]Volatility · 1Y4.9%

1.9%Yield4.4%

$2.2BAssets$76.7M

1–0QTPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

4.43%highest, QTPI

FundTrailing yieldYield$10k

QTPI4.43%$443

SCHD2.94%$294

JPRF1.93%$193

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$383most kept, QTPI

QTPI$443 − $60 = $383

SCHD$294 − $6 = $288

JPRF$193 − $61 = $132

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JPRF, QTPI, SCHD

Today

2.5%most shared, JPRF and QTPI

JPRFQTPISCHD

JPRF—2.5%0.0%

QTPI2.5%—0.0%

SCHD0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

QTPIWorst drop−2.8%4.9% vol

SCHDWorst drop−6.9%11.8% vol

JPRFWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

QTPISCHD

+0.0%Year to date+33.8%

4.4%Yield2.9%

+0.8%Past year+38.8%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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JPRF, QTPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three