Compare · 4 funds side by side · dividends reinvested

JSML, JEPI, VIG and SCHD

JSMLJanus Henderson×JEPIJ.P. Morgan×VIGVanguard×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,583VIG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

JSML, JEPI, VIG 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%$122B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B2.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.8

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+20.4%+19.7%+21.7%+6.2%−14.8%22.4%$366M3.0

Rank among the four1st → 4thFee, 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: JSML 2016 · JEPI 2020 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Janus Henderson Small Cap Growth Alpha ETF · $366M$13,500

JSML

More Ways to See the Pairs

JSML vs JEPI: Top 5 Holdings

Today

JSML

10.1%in top 5

JEPI

in top 59.8%

JSMLStockJEPI

2.1%RHPnot top 5

2.1%CONnot top 5

2.0%CVLTnot top 5

not top 5MSFT2.0%

not top 5MA2.0%

Cost, Income and Risk

Fees: JSML, JEPI, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JSML0.30%$30

JEPI0.35%$35

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,429

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

JSMLMeasureJEPI

+20.4%Year to dateJan 1 → Nov 10+7.6%

+19.7%1 yearTotal return+10.6%

+21.7%3 years · per year$10,000 became $18,008 · $13,634+10.9%

+6.2%5 years · per year$10,000 became $13,500 · $14,429+7.6%

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

0.30%Trailing 12-mo yield$30 · $792 a year on $10k7.92%

−14.8%Worst dropSmaller is better−6.7%

22.4%VolatilityLower is calmer9.0%

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

4–4Level

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

2.0%OPCHnot top 5

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

1.9%ZWSnot top 5

Held in common0.0%

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

JSML vs JEPI Returns, Every Period

5Y

Janus HendersonJSML

+6.2%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

JSMLJEPIFaded: behind in that period

3–1JSML wins

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

Stocks vs Income: JSML vs JEPI

YTD

Janus HendersonJSML

+20.4%

JEPIJ.P. Morgan

+7.6%

+20.4%Year to date+7.6%

−14.8%Worst drop · 1Y−6.7%

22.4%Volatility · 1Y9.0%

0.3%Yield7.9%

$366MAssets$45.2B

3–1JEPI wins

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

Yields: JSML, JEPI, VIG, SCHD

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SCHD2.94%$294

VIG1.46%$146

JSML0.30%$30

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

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SCHD$294 − $6 = $288

VIG$146 − $4 = $142

JSML$30 − $30 = $0

KeptFee

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

Overlap: JSML, JEPI, VIG, SCHD

Today

31.4%most shared, JEPI and VIG

JSMLJEPIVIGSCHD

JSML—0.0%0.0%0.2%

JEPI0.0%—31.4%8.3%

VIG0.0%31.4%—14.5%

SCHD0.2%8.3%14.5%—

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

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

JSMLWorst drop−14.8%22.4% vol

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

Paid More vs Made More

YTD

JEPISCHD

+7.6%Year to date+33.8%

7.9%Yield2.9%

+10.6%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

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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JSML, JEPI, VIG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four